This tutorial shows QuickBooks users how to e-file Delaware 1099 Misc Data using W2 Mate software. W2 Mate® generates a file based on IRS requirements in Publication 1220 that can be Uploaded and filed through Delaware’s Online W2/ 1099 submission system. Follow the steps below to import Misc data from QuickBooks and e-file with Delaware DOR.
Step by Step Instructions
Make sure you have the correct Company open inside W2 Mate.
1. Click "Import Data" from the top menu.
2. Select "From QuickBooks (W2 and/or 1099 Data)". This will open the QuickBooks Import wizard.
3. Read Message-understand you will need to have QuickBooks open and actively running.
4. Click "Next".
5. Click "Connect to QuickBooks". This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks.
6. Click "Yes".
7. Checkmark to allow this application to access personal data.
8. Click "Continue".
9. Click "Done".
10. Click "OK".
11. Click "Next".
12. Select 1099 Data.
13. Select "Tax year" from drop down menu.
14. Select "1099-MISC" from drop down menu.
15. Click "Next".
16. Click "OK".
17. Review data to import.
18. Click "Next".
19. Click "Finish".
Note: The steps above are for importing from QuickBooks desktop. To import from QuickBooks online (QBO), please follow this tutorial. How to Import 1099 Data from QuickBooks Online
Step by Step Instructions
Make sure you have the correct Company open inside W2 Mate.
Delaware participates in the Combined Federal/State Filing Program, but Delaware taxpayers must still file 1099-MISC and 1099-R forms directly with the Delaware Division of Revenue.
1. You have imported 1099 Misc data from QuickBooks. Review the imported data inside W2 Mate.
2. Under the Company General Information tab inside W2 Mate, make sure to enter "DE" for the State field. Do make sure to enter the state ID if you have one with Delaware.
3. Very Important: Make sure Box 17 on all 1099-MISC forms is set to "DE". To be on the safe side, select from the top menu inside W2 Mate "Tools > Other Recipient / 1099 Tools > Update Box 17 (State, Payers State #) for multiple 1099-MISC Recipients" and select "DE" as the state abbreviation and the employer state ID (if you have one).
4. From the top menu inside W2 Mate select "E-Filing > 1099-MISC Forms".
5. In the 1099 E-File dialog use "11111" (no quotes) for the TCC code since you are filing with the state.
6. In the 1099 E-File dialog make sure you DO check the box "Include Combined Federal / State Filing Program Information".
7. Once all the data in the 1099 E-File dialog is populated, click the OK button. W2 Mate will create the file and show a success message.
8. Upload the file through Delaware’s Online W2 / 1099 submission system. The state offers tech support for online submissions through the email address dorsupport@state.de.us .
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