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Replying to:
JessT
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Hi Kate,

 

The funnel icon with a year in my answer is not a function anymore. The setup was changed when we made an update due to the introduction of the 1099-NEC form.

 

I understand you need copies of your 1099-Misc form in 2019 and have been working to recreate them. I will share the steps to download them from the 1099 E-file Service portal if you filed them through it. If not, you can proceed to the steps for creating a report.

 

Download the copies from the 1099 E-file Service portal:

 

  1. Log in to your 1099 E-file Service account
  2. Under Step 2, click Download and print copies for your records
  3. Follow the onscreen instructions until you reach the Download Your 1099 Forms screen.
  4. Select Print For Contractors or Print For Your Records.

 

Use the 1099 Transaction Detail Report to get the 1099 data:

 

  1. Click the Reports menu.
  2. In the search box, type 1099 Transaction Detail Report and click the suggestion.
  3. Set the date to All Dates since you can't filter the 2019 transactions alone.
  4. Click the small Gear icon just above the report and choose all the available filters.
  5. Click the Export icon and choose Export to Excel.

 

Be sure to remove the transactions that don't belong to 2019 in the exported data. Then, you can use Excel's functions to sort, group, or filter the transactions that you only need.

 

On the other hand, here's an article related to your concern for your further reference: How to correct or change 1099s in QuickBooks?

 

If you have questions about the steps, just comment below. More power to your business!

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