Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Review payments for exclusions

Beginning with the 2011 tax year, the IRS requires you to exclude from Form 1099-MISC any payments you made by credit card, debit card, gift card, or third-party payment network such as PayPal. (These payments are being reported by the card issuers and third-party payment networks on Form 1099-K.)

On the Review payments for exclusions page of the QuickBooks 1099 Wizard (Vendors > Print/E-file 1099s), you can:

  • Click View Included Payments.

    QuickBooks shows you all the vendor payments being included on Forms 1099-MISC. Review the list to be sure there are no payments made using credit cards, debit cards, gift cards, or PayPal. If you find any payments that should be excluded from Forms 1099-MISC, edit the check number field to include one of the notations that QuickBooks recognizes.

  • Click View Excluded Payments.

    QuickBooks shows you all the vendor payments being automatically excluded from Forms 1099-MISC. Review the list to be sure there are no payments that should be included.

See also

KB ID# H_PAY_1099_EXCLUDE_PAY
12/4/2016 2:12:46 AM
QYPPRDQBKSWS09 9138 Pro 2017 1016e4