- Tutorials
- 1099 & W-9
1099 & W-9
Vendors close to the 1099 line show up early, so you can get the W-9 while you still pay them.
50 seconds, with voice and captions. The company on screen is a demo with invented books.
The steps
- Vendors close to the 1099 filing line ($2,000 for 2026) show up here early — from $1,333 — so you can ask for the W-9 in time.
- Card payments are not counted: the card company reports those on a 1099-K.
- Decide each vendor: “Confirm as 1099”, “Exempt (corporation)”, or “Dismiss”. A decision sticks.
- Finish the W-9 from the vendor's “W-9…” panel. If the W-9 scan is filed, its fields are filled in for you to check.
- Keys work too: j and k move, c confirms, e marks exempt, d dismisses, u undoes.
What the video says
Every word, written out
Ten ninety-nine and W-9. Vendors close to the 1099 filing line show up here early.
The line is $2,000 for 2026. Vendors show up from $1,333, so you can ask for the W-9 in time.
Card payments are not counted. The card company reports those on a 1099-K.
Decide each vendor. Confirm as 1099, exempt, or dismiss. A decision sticks.
Finish the W-9 from the vendor's W-9 panel. If the scan is filed, its fields are filled in for you to check.
Keys work too. J and K move. C confirms. E marks exempt. D dismisses. U undoes.
Try it on your own books. One set of books is free.