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    1099s - How Do I File With QuickBooks?

    [fa icon="clock-o"] Jan 19, 2015 5:21:00 PM [fa icon="user"] Kathy Dise [fa icon="folder-open'] Quickbooks, Small Business, Financial Management, For Accountants

    Yes it is 1099 season! If you are a small business and don’t have bookkeeping support, what is the quickest way to get your 1099s out to the correct vendors?

    You have two ways to file:

    1. Hand fill out free forms from the government

    You can get free forms from the government and if you have only a couple 1099s to file, it is easiest to just fill them out by hand. Click here to access the free forms.

    You need to order the 1099Misc and a 1096. Here’s what a form would look like if you have two returns to complete.  

          1099_example1099_example_2

    2. Use the QuickBooks 1099 Wizard to print or E-File

    You will want to use the QB 1099 Wizard and follow the instructions to determine who should get a 1099. Here is where you will find the Wizard:

    QB Desktop - under the vendors tab on desktop. 

    QB Online – in the vendors area there is a button near the top right.

    QuickBooks_1099_wizard

    We suggest using the E-file option because:

    • Printing the forms is time consuming. Getting the layout just right always takes more time than you think it will.
    • You won’t have to order forms which are expensive.
    • With E-file you can email the 1099 to your vendors so delivery is faster.

    If you have any questions about getting this necessary task done, contact us.  We are here to help you out.contact us

    Kathy Dise

    Written by Kathy Dise

    Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.