Hello there, @Philippa2.
Currently, the 1099 E-file Service in QuickBooks Online (QBO) isn't supporting combined state and federal e-filing for 1099s. You'll have to manually file your forms (1099 and 1096) directly to the state of California (CA).
Let's go back to the Prepare 1099s page to print your Form 1096. This way, you'll have a summary of the information from the 1099 forms you are submitting for the tax year. Here's how:
I've attached screenshots below that show the sixth to seventh steps.
To learn more about filing your Form 1099 and 1096 to the state of CA, I'd recommend checking out this article: Information returns.
Also, you can refer to this article to ensure compliance with the state of CA payroll tax regulations: California Payroll Tax Compliance. It includes details about tax forms, withholdings, unemployment, and e-file/pay information, to name a few.
Let me know in the comments below if you have other concerns about printing Form 1096 in QBO. I'm just around to help. Take care always.
No, Rea, this did not help. I had already read this and followed the directions, but it wants me to file and pay again! I have already efiled and printed the 1099s to mail to California. I did not see the 1096 anywhere at the time. Now I need to go back in and print the 1096. Where do I find it, please?
Hi there, Philippa2!
Form 1096 is only required when you manually file the 1099s. If you are filing paper returns, you need to attach them to the said form. You can get a blank 1096 form from IRS or reach out to the State of California for further instructions.
You can follow these steps on how to print it:
In addition, you can check these links for more details on filing state forms:
Comment again here if you have additional questions. I'll be here!
I already efiled through QBO, therefore I did not choose your #2 option.
When I follow your steps it is asking me to efile and pay again, which I don't want to do.
1. Where do I go for the 1096 which I believe I am supposed to mail to California state along with 1099 copies?
2. Where do I get the correct copy of 1099s to be sent to the state?
3. Where do I get copies of the 1099s for my records that have been efiled?
I hope you can help, this is very frustrating and time wasting.
Let me make it up to you, Philippa2. I'm here to address your 1099 concerns.
When you're on the 5th step or filing page, you have two options. It's either to Efile the forms or Print them. You'll have to select the Print and mail option.
From there, you can print the 1099 and 1096 forms that you'll mail to the California state agency.
Concerning your e-filed 1099, you can view the copies by logging in to the 1099 E-file service website. Here's how:
Let me also add this article to guide you: How do I print my 1099 forms?.
If you have additional questions, don't hesitate to reach out to us again. We're around to help you. Take care!