Podcast Episode Overview
Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO’s Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don’t return their W-9 forms.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Sponsors
UNC – https://uqb.promo/unc
Podcast Highlights
(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(00:19) – Diving into 1099 Forms
(01:53) – Understanding 1099 Compliance
(04:43) – Different Types of 1099 Forms
(06:46) – QuickBooks and 1099 Management
(07:25) – W-9 Forms and Common Mistakes
(09:54) – Independent Contractors vs. Employees
(13:34) – Who Needs a 1099?
(17:56) – Payment Methods and 1099 Exemptions
(22:59) – Using QuickBooks for 1099 Filing
(29:24) – Filing and Correcting 1099s
(41:33) – Conclusion and Additional Resources
Links
1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPE
QBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPE
Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907
Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907
Payroll Perfection Bundles (4 QBO Payroll classes – 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
