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Pacun

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Quickbooks is friendly when updating people/income from 1099misc to 1099NEC but now I have a problem. 

Client was a non-filer for 2019 and now he is ready for both years (2019 and 2020).  I printed out two 1099misc for 2019 and gave it to him to distribute.  Then I prepared the 1099NEC for this year and it was a very simple process, which only included a few clicks and all the 2020 data transferred correctly to 2020 1099NEC. 

Client came back and told me that a check for $1,000 was for a 1099misc for 2019 and I need to print a third 1099misc and an updated 1096.  I cannot do it and the program now only takes last fiscal year for forms 1099misc and 1099NEC. I am unable to change the dates. 

Does anyone knows a solution before I call intuit?

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Use one of the online services like eFileMyForms or Eagle or TaxAid.  A couple of bucks resolves the problem; well worth your time and trouble.

Add (or take out) a middle initial and send a 2nd 1099 to the person.  We do that for one client; someone who sends out rent 1099s for two properties to the same woman, who wishes them to be separated for her own reasons.  One goes to Mary Smith, the other goes to Mary J Smith.  Boom; done.

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On 1/13/2021 at 3:18 PM, Pacun said:

Quickbooks is friendly when updating people/income from 1099misc to 1099NEC but now I have a problem. 

Client was a non-filer for 2019 and now he is ready for both years (2019 and 2020).  I printed out two 1099misc for 2019 and gave it to him to distribute.  Then I prepared the 1099NEC for this year and it was a very simple process, which only included a few clicks and all the 2020 data transferred correctly to 2020 1099NEC. 

Client came back and told me that a check for $1,000 was for a 1099misc for 2019 and I need to print a third 1099misc and an updated 1096.  I cannot do it and the program now only takes last fiscal year for forms 1099misc and 1099NEC. I am unable to change the dates. 

Does anyone knows a solution before I call intuit?

IF you use ATX do them on the 2019 program.

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