How do I file Form 1099 with the State of California?

Hi there, @Nickerz.

I want to make sure you're able to get the requirements and mail them to your state California as soon as possible. 

QuickBooks Online is currently unable to support combined state and federal E-filing. That's why it doesn't file the form for you. For more information, check out this article: What states support the Combined Federal and State Filing Program (1099)?

QuickBooks and other States already discussed this. Rest assured, as soon as this will available in the system, you'll receive a notification or email. I know how important this in your business, so I'll take note of this idea.

To get the form, let's print 1096 in QuickBooks Online. It summarizes the information from the 1099 forms you are submitting for the tax year.

Here's how: 

1. Choose Expenses from the left menu, then select Vendors.
2. Click Prepare 1099s.
3. Enter all information correctly for the tax year, then hit Next until you've to see Finish preparing 1099.
4. Tap Print and mail.
5. Pick the 1096 form, then tap Yes, looks good! 
6. Select Print on a 1096 Form and hit Print.

Nothing to worry about because there's no single penny to pay when printing the form. For the complete instructions, visit this article: 

Print a 1096 form.

For additional insight into California taxes, I'm adding an article that I suggest: California Payroll Tax Compliance.

That should point you in the right direction. Let me know if you need further assistance with the process. You got me here to help you anytime.

Thank you MichelleBh for those steps! I followed them and after step 6 it printed out very brief summary. The total combined both of my contractors totals. Is this okay to mail to the state or do they need each summary separated for each contractor?

Is this all I mail to the state? I thought I have to mail a copy of the 1099 I filed to the IRS? Which copy?

Thanks again!

Thanks for getting back to us here in the Community, @Nickerz.

You're already on the right track in filing your Form 1099s to your state (CA). There isn't a need to print a separate summary for each contractor in QuickBooks Online (QBO). You need to send and/or mail both the summary (1096) you've printed and the state copy of your contractor's 1099s. This way, you comply with the state's form filing requirements.

To learn more about your state's payroll tax regulations, I'd recommend checking out this article: California Payroll Tax Compliance. It includes details about tax forms, withholdings, unemployment, and e-file/pay information, to name a few.

I'm just around to help if you have other Form 1099 concerns in QuickBooks. Take care always.

Thank you for confirming and for this info as well!

So if I send the state a copy of the 1099, which copy do I send?  Also, can I find the copies that I e-filed to the IRS through QB? I just realized I have no way to view them. ???

Hello there, Nickerz.

You can send both Form 1099s and 1096 to the state to comply with their requirements. If you e-file via the 1099 E-service, your copies for the 1099's are available in the system. If not, you might want to look into your saved documents if you're able to download a PDF file of it. 

You can also run custom reports that will give you the information needed in filling out your 1099s. Let me show you how: 

1. Go to the Reports menu.
2. In the search field enter and select Transaction List by Vendor.
3. Click the Customize button at the upper-right and then select Vendor under Group by.
4. Select Filter and check the Vendor box. Click all those vendors subject to 1099's.
5. Click Account and select all 1099 accounts. 
6. Then, Run report. 

You can check out these articles that will help you in handling your contractor forms: 

• How do I print my 1099 forms?
• Create and file 1099s using QuickBooks Online

Let me know if you need anything else. Take care and have a great day!

Thanks again for your help and those steps you provided also helped! I was able to view the 1099's but I was wondering how do I know they were sent? If I had to go back and prove these were e-filed from QB. QB did a screenshare with me earlier and had me go to a website I never knew existed...

www.iop.intuit.com (for Intuit Online Payroll)

...she then had me login (which auto populated) and it showed QB had filed my 2 1099 forms! I wish I took a screenshot of this because after the call, I then tried going back to that website and logging in but I can't view it again. Instead, I get (see attached screenshot)...

I've been at this all day - lol! What a pain this has become! Again, thanks for your help as I really want to get to the bottom of this.

I'm here to help you, Nickers. Let's get you signed in to the 1099 E-File service.

Before logging in to the website, let's try to clear the cache to start fresh. 

Once done, sign in to the 1099 E-File service website using your Intuit credentials. Then, click View past forms to see the returns. 

I'll also include the article on how to correct errors as a future reference: Correct errors on Forms 1099-MISC.

Let us know if you need more help. We're just one post away. Keep safe!

IRS approved Tax1099 allows you to e File California forms online with an easy and secure filling process.

GarageBand PC

Holy cow Kristine Mae...that did it!!!! It absolutely worked! I cleared the cookies in Chrome, went back to that website and viola - I was able to log in and view that I filed 2 returns!

Thank you, thank you thank you! And thanks again to everyone else and your time in helping me with this.

I know I'll be back asking more questions but it's nice to know I can get help here. =)

Thanks Hall564 but I went to Tax1099.com but I couldn't select California from the dropdown list of states. See attached screenshot below..

Hello @Nickerz! Thank you for updating us here in the Community. I'm so glad that @Kristine Mae was able to get you logged in and back to business.

Please don't hesitate to come back to the Community with any questions you may have. :) All of us here in the Community are always happy to help!

P.S. Why can't I embed an inline image to this post? I'm seeing it when I'm typing this but it doesn't show after I post...

Thank you for getting back, @Nickerz.

I appreciate the screenshot you've added when trying to add an inline image to your post. I want to make sure you'll be able to add it in your next posts.

Most of the time, the stored cache on the regular browser you're using tends to hold onto information and causes issues while working with QuickBooks or posting messages on the Community page.

On your next posts, I recommend using a private browser to isolate the issue. To save you time, you can use either of these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

Moreover, I would recommend clearing your browser's cache to start fresh. You can open this article for the instructions: Clear cache and cookies to fix issues when using QuickBooks Online.

For more resources and related links, while working with QuickBooks in the future, I also suggest checking out the topics from our help articles.

If you need additional help with QuickBooks or when adding an image to your post, please let me know by leaving a comment below. I'm more than happy to help. Have a good day!

This method only works if we are printing to mail and have the hard copy of the forms. How do we simply download the 1096 form in order to upload to the California efile system? 

Thanks for coming back, AidaD.

The option to download the 1096 form to upload directly to the California E-File system is unavailable. We can only Print a 1096 form and manually enter the information on the state website. To learn more about your state's payroll tax regulations, please check out the California Payroll Tax Compliance article. This includes details about tax forms, withholdings, unemployment, and e-file/pay information, to name a few.

If there's a need for your business to download the form directly to the state website, you may look for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/.

I've included some articles for your reference: 

• E-file 1099s
• Common questions about 1099s

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away.

According to this link...

...Reporting threshold: If you file 250 or more 1099 forms with California you must file electronically.

Sorry. It's still confusing to me. We are using Intuit online directly to file 1099.

so,

1. where can we find 1096?

2. besides mailing to CA, any way to efile CA for free? Thanks

HI,

I am having the same issue.  I need to file in the state of AL and my CPA told me I just needed the summary/transmittal form to send to AL.  When I sent her the "summary" form rom Intuit, she asked if I could get the payers Federal copy to send to the state.  Any help would be appreciated!

I have already filed my 1099s online with Intuit.

Thanks!

Marla

Thank you for posting, @Marla11 and @kenlinatusa.

QuickBooks is using the Combined Federal and State Filing Program (CF/SF) for the 1099-MISC form and create your 1099-MISC Form and e-file for a fee. You can check this 1099 E-file service fees link for more information:http://payroll.intuit.com/additional-services/1099/efile-1099/.

If you've already e-filed and paid your 1099 form, getting a copy of Form 1096, you shouldn't be asked to pay again. 

Are you referring to the 1096 form, @Marla11? If so, here's how to print your 1096 form in QBO:

1. Go to the Expenses from the left menu and select Vendors.
2. Click Prepare 1099s.
3. Enter all information correctly for the tax year, then select Print and mail.
4. Choose the 1096 form. If everything looks good, select Yes, looks good! Then select Print on a 1096 Form.

You may want to check this article for your reference: Print a 1096 form.

Let me know if there is anything that I can help you with or you mean something else, by leaving a comment below.​ Have a good one.

unfortunately, i am not using QBOs to file 1099. It's intuit (paycycle) online version so I entered all data so can't find 1096. Please help!

Thanks for getting back to us and providing additional details about your concern, kenlinatusa.

Based on the IRS's publication, those who filed their 1099-MISC forms electronically do not need to submit a 1096 form. You can use this link for reference: About Form 1096, Annual Summary and Transmittal of U.S. Information Returns.

You might also find this link helpful about the process of filing 1099s using Intuit Online: Create and file 1099s using Intuit Online Payroll or no payroll.

We got you if you have additional queries about it. Have a great day!

You are correct but I need 1096 to file with California state. Please advise. Thanks.

Allow me to chime and provide some additional information about filing 1099/1096, @kenlinatusa.

Regardless of the state, as long as you're using our 1099 E-file Service, you don't need to file Form 1096.

For your reference, you can also check out this article for more information: E-file through the 1099 E-File Service.

Additionally, I'll be adding this great resource that can guide you about filing forms: Create and file 1099s using Intuit Online Payroll or no payroll.

Please let me know in the comment section if you have any follow-up questions. I'm always here to help. Have a wonderful weekend.

CA has implemented a new rule so we do need a 1096 to file 1099-NEC. Thanks.