Question

I efiled my 1099 but I don't see the 1096 form how do I get a copy of my 1096 form

Forum|Forum|5 years ago
January 12, 2021
7 replies
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Original commenter did not share additional details

QuickBooks Online

I've got you covered, beighton.

Form 1096 summarizes the information from the 1099 forms you are submitting for the tax year. I'll walk you through the steps where you can get the 1096.

Here's how:

On the left panel, select Expenses > Vendors.
Click the Prepare 1099s button.
Enter all information correctly for the tax year, then select Print and mail.
Choose the 1096 form. If everything looks good, press Yes, looks good! Then click Print on a 1096 Form.
If the form needs to be aligned, select No, it doesn't line up and hit Next. Then re-select the 1096 form, and click Print on a 1096 Form.

Please see this sample screenshot for a visual guide:

You can also read this article for reference: Print a 1096 form. To view other articles and guides, check out our general help topics page here.

Please don't hesitate to add another reply below if you still need more help with QuickBooks Online. I'm always here to help. Take care!.

T

TRenee

According to IRS Website at https://www.irs.gov/forms-pubs/about-form-1096

"Use Form 1096 to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the Internal Revenue Service. Do not use this form to transmit electronically."

As it states, 1096 Forms are required for paper 1099 filings ONLY and are NOT required for electronically filed 1099s as it sounds you have done. You will not see a copy of your 1096s if you filed electronically because it isn't required.

The Quickbooks response to your question only addresses PAPER 1099 filings, not electronically field 1099s.

T

TI6

Thanks very much! It was very helpfull

L

LeeAnna

I do not have Quickbooks Onliine, so these instructions do not work for me...I paid Intuit, through my "Intuit Online Payroll" account to file the 1099-NEC forms, but I don't know how to find out about the 1096. Is this done automatically? It says that my efiling was accepted today for the 1099-NEC forms, but there is no mention on Intuit about a 1096 form being produced.

R

Rea_M

Hello there, @LeeAnna. Welcome to the Community.

Currently, the 1096 form will automatically be submitted when e-filing your 1099s through Intuit Online Payroll (IOP)'s 1099 E-File Service. This complies with the IRS e-filing policy.

Aside from the email notification sent to you regarding your 1099 filing status, you can also log into your E-File Service account to view them.

In the meantime, I'm adding this article to learn which taxes and tax forms Intuit handles for your business: Taxes and forms we file for you. It includes topics about federal and state forms, to name a few.

Also, the IRS Form 1096 and 1099s lets you effectively track the money you paid to a non-employee. You can learn more about this by checking out this article: 1099 FAQs. It includes details about 1099-NEC, 1099-MISC, and 1099-K.

Don't hesitate to drop a comment below if you have other 1096 concerns or inquiries about payroll forms with IOP. I'm just around to help. Take care always.

L

LeeAnna

I don't understand your answer. I do not see how I can possibly file a 1096 with the IRS now that I have e-filed the 1099 NEC's already (paid Intuit to do this). They were accepted. Now what? I cannot e-file myself, so how can I possibly file a paper 1096? If I send them copies of the 1099s that Intuit e-filed, will that be OK? It says on the IRS instructions that I am not allowed to send them copies or I will be fined! It appears that I never should have e-filed the 1099 NECs with Intuit! Not unless it is as some of the other answers here, that it is not required to submit a 1096 if the 1099s were e-filed....I spent two hours yesterday trying to understand the IRS instructions on this.

K

kiveypt

I recently received a letter from IRS telling me that they received the 1096 form, but they did not receive the corresponding information returns.It's asking that I resubmit the form. This was for year ending 2020 and I have no idea where to find the form, nor how to do reprocess it. I recently updated QB from 2019 to the most recent Premium version. How do I get what they are asking for?

AlcaeusF

Thanks for joining this conversation, @kiveypt.

Allow me to chime in and resubmit your 1096 form in QuickBooks Desktop (QBDT).

In QBDT, you have the option to reprint your 1096 form. You can use this to resubmit it to the IRS. Here's how to do it:

In QBDT, go to the File menu at the top left.
In the drop-down, select Print Forms, then 1099s/1096s.
In the Choose a filing method window, tick the Print 1099-NEC or Print 1099-MISC button.
Specify the date range for the forms, then choose OK.
Select all the vendors included, then click Print 1096s.
Confirm your printer settings, then Print.

For more information about filing and printing 1099s and/or 1096s forms in QBDT, consider checking out these articles:

I also recommend visiting our website for tips and other resources you can use in the future. Here's the link: Self-help articles.

Let me know in the comment below if you have additional questions about this or anything else QuickBooks. I'll be here ready to help. Take care always.

K

kiveypt

FritzF, Thank you for your response. I followed your instructions, but unfortunately I need a copy of the 2020 1096 and because of the recent upgrade, it will only generate 2021 forms. I cannot find a saved form anywhere on the my computer, either. Thank you for your assistance.

M

mjk25741

Hello!

I'm looking for a copy of our 1096 from 2020 but can't find any of that in my past filings on desktop version. Can you walk me through what to do?

A

AbegailS_

I've got you covered, @mjk25741.

Copies are accessible through the File menu if you filed your 1096 electronically with us. I'm glad to walk you through the process.

Click File from the QuickBooks main menu bar.
Choose Print Forms from the drop-down menu, then select 1099s/1096 from the list.
Select the contractor for whom you want to generate 1099, then click Print 1099. A preview of 1099 automatically opens. To view the detailed data on the form, deselect the Alignment box and select PDF.
Press Open PDF in Preview to review the information on the form.
Hit Print to print the completed 1099 form.

Once done, you can use this information to see your submitted forms. It contains complete instructions so you can successfully reprint your past 1096s.

In case you need help managing vendor-related tasks, go to this link. It has our general vendor topics with articles: Expenses and vendors.

Leave a comment anytime below if you need help with anything else or with 1099s. I'll be around to for you. Take care and have a nice day ahead.

C

CSalerno

Intuit - You need to fix your efile1099 tax service so that ALL businesses that pay for the service receive ACTUAL copies of ALL forms AND HAVE ACCESS TO ARCHIVAL COPIES ON DEMAND. We pay you to efile 1099s and 1096s - the only way we can access those ACTUAL FORMS (not a blank copy that we print from your screens) is to go procure additional forms and print them. The entire reason we pay to efile is so that we DO NOT have to go get forms (or pay for them a second time from your site). We pay you to efile, you need to give us archival copies of the ACTUAL forms - not tell us to print them ourselves using forms we DO NOT HAVE.

D

dawniedear

I did not need to purchase additional forms. From start to finish, it's all online. When you create them, at first it only shows you a draft, but then after I filed, I was able to download and print actual forms that have the boxes, etc. Go to Taxes and 1099 filings, it shows filing status for each contractor (accepted) and there's a button to View 1099's on the right. This is the IRS copy with the red boxes they filed on your behalf. There is not a 1096, as it is not required when e-filing. See the other reply to your message confirming this. I hope this helps.

W

wrightbirdie

Per the IRS website you are not required to file a 1096 if you efiled your 1099's. ONLY when printing and mailing them.

B

Becjar

I just tried to speak with someone in QB Online Contractor Payroll dept (was transferred multiple times with no resolve) to ask the question about having a print option for the 1096 and state 1099s (in proper format) after they have been efiled. Once they have been efiled to the IRS, there is no option to process them on your own and print anymore b/c the system recognizes them as already filed. The view and pdf and zip file option are NOT what we need. If I had know this, I would have utilized the print on my own option first and not the efile first. I was unaware that QB online wouldn't create a proper data file for state filing. This should be a warning at the beginning of the process if it won't be available later/after. PRINT ALL FORMS NOW AS THEY WILL BE UNAVAILABLE AFTER EFILING. QB support, PLEASE dive deeper into this as it looks like it might have been an option years ago, but you no longer can "file" by paper after efile. You go to file 1099s, select accounts, view recipients, click next and it show zero contractors to be filed. You can tab to view those already filed but cannot proceed. You can view summary or download but those are not what we need either. Please advise properly or just state that this is not an option - you cannot print a 1096 nor state format copies (instead of individual pages) of the 1099 after efiling them. Another QB Online fail! Or PLEASE tell me I'm wrong and I can somehow reverse QB thinking they are already filed and can redo!

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