Find answers to frequently asked questions about filing a 1099-MISC form using Intuit Online Payroll.
Preparing a 1099-MISC form can be a confusing task. In this article you'll find answers to some of the most common questions customers have.
Where do I start?
If you've paid at least one contractor or 1099 vendor more than $600 this calendar year, it's likely you'll need to file 1099-MISC forms with the IRS and deliver them to your contractors. Contractors use the info to file their own tax returns.
In a few easy steps, you can prepare and file your 1099-MISC forms with our 1099 E-File Service. To start, choose one of the following:
- Sign in to the 1099 E-file Service. Follow the onscreen instructions.
- If you're using Intuit Online Payroll on January 1 simply sign in to your Intuit Online Payroll account and:
- Select Taxes & Forms
- Then select 1099.
How does e-filing Form 1099-MISC work?
In general, these are the steps you'll need to take:
- Download the forms as PDF files for your contractors to review for accuracy. They’ll use them as part of their own tax returns so they’ll want their forms to be correct.
- Make any corrections to the data in the 1099 E-File Service, and print or save copies for your recipients and yourself.
- Download the finished forms as PDF files that you can email to your contractors or 1099 vendors.
- When you're ready to e-file with the IRS, you can do it through our service at any time (filing deadline is January 31). No paper, stamps, or mailing.
That's it! Unless you need to file 1099-MISC with your state, you're done.
Do I need to file with my state, too?
You're not required to file Form 1099-MISC with your state if your business is in:
- Alaska (AK)
- Florida (FL)
- Iowa (IA)
- Illinois (IL)
- New Hampshire (NH)
- Nevada (NV)
- New York (NY)
- South Dakota (SD)
- Tennessee (TN)
- Texas (TX)
- Washington (WA)
- Wyoming (WY)
For all other states, check with your state agency for filing requirements. We do not file 1099s with the states for you.
What is the cost to file?
The 1099 E-File Service starts at $14.99, and includes creating and e-filing of up to three 1099-MISC forms to the IRS. After three 1099-MISC forms, the price is $3.99 for each additional form. If you have more than 20 forms, we’ll include them at no additional charge.
Prior to January 17, we offer an early-bird discount starting at $12.99 and $2.99 for each additional form up to 20.
Can you help me fill out the form?
Here's some details and more information to help you fill out the different sections of the form:
|Provide your info|
|Federal TIN||A federal Tax Identification Number (TIN) is used by the IRS to track tax liabilities and payments.
|Filing Name||Your company's filing name is the name submitted when you applied for a federal Employer Identification Number (EIN).
What if I'm a sole proprietor? If you're a sole proprietor, your filing name is the owner's name, even if you do business under a different name.
Note: When you make tax payments, your tax forms must use the exact filing name, down to the letter. We need the exact name to fill in forms for you.
Tip: Look on the booklet of tax coupons sent to you by the government for your filing name.
|Recipient Type||The IRS refers to your independent contractor as the "recipient" of Form 1099-MISC. Ask your contractor to fill out Form W-9. Then:
|The IRS refers to your independent contractor as the "recipient" of Form 1099-MISC.
Ask your contractor to fill out Form W-9 and enter that information here.
For a business recipient type, Line 2 can be used if you want to specify an individual in a business. Both the business, and the individual specified, will receive the form..
|Boxes||What do I need to know about using Box 7?
Most businesses use this box. It is for nonemployee compensation of $600 or more to this individual, partnership, corporation, or estate. For exceptions and more details, go to IRS instructions for 1099-MISC.
See Form 1099-MISC overview for help in filling out the boxes.
Note: Our service doesn't support boxes 11 or 12 (foreign tax paid), or boxes 15 through 18 (not required by the IRS).
Excluded payments: If you made any payments to contractors by credit card, debit card, gift card, or a third-party network like PayPal, the IRS requires you to exclude those amounts from your 1099-MISC forms. Instead, they require the payment settlement companies to report those amounts.
For more information about the payments that you shouldn't report on 1099-MISC, review the IRS instructions for Form 1099-K. Small businesses don't file form 1099-K. It is for payment settlement companies, such as banks, to file.
|E-file with IRS|
|View or print forms||Can't view or print forms? See Troubleshoot printing paychecks, pay stubs and forms for more information.
When will the tax agencies get my forms?
Note: Since you're using our 1099 E-File Service, you don't need to file Form 1096.
I need to update my forms. Can I still make changes?
How do I file a manual amendment?
What are Safe Harbor guidelines?
However, you might not need to make any corrections. The guidelines in Safe Harbor for de minimus state that you do not need to make any corrections if:
In such cases, you're not required to file a corrected return.
Note: If the contractor or recipient of the 1099-MISC form wants the information corrected, you will need to provide the corrected return to the recipient or contractor and file it again.
Need more help? Chat with a 1099 specialist.