Can I view previous year 1099 and 1096 info via QBO?

It's great to see you posting today, ktorling!

Yes, you can check your previously filed 1099 forms in QBO. Just follow these steps:

1. Go to QuickBooks Online.
2. Go to Payroll, and select Contractors (Take me there), then 1099 filings.
3. Select View 1099 to view a PDF copy.

You can also log in to your 1099 E-file Service account and click Download and print copies for your records to print your filed 1099 forms.

On the other hand, if you need references for QBO, just go to the main support page and click More topics.

Let me know if you need more help. Take care and have a  good one!

Following those steps, there is no option to view 1099 filings.  The only option is to Prepare 1099s.  I tried clicking that, and it gives me a message that is not yet time to prepare 1099s.  

I am trying to retrieve copies from 2020.  Can you please provide instructions to find these?

I got you covered, @ktorling-gmail-c.

You can get a copy of your previous year's 1099s if you've filed it through our 1099 E-file service, you can log in to your account and print a copy from there.

Follow the steps below:

1. Log in to your 1099 E-file Service account.
2. Click Download and print copies for your records.
3. Follow the onscreen instructions until you reach the Download Your 1099 Forms screen.
4. Select to either Print For Contractors or Print For Your Records.

If you print the 1099 totals under the Prepare 1099s screen, you can run 1099 Transaction Detail Report, 1099 Contactor Balance Details, or 1099 Contactor Balance Summary to see the 1099 totals, account, amounts, and other details. I'll show you how.

1. Go to the Reports menu.
2. Search for 1099 Transaction Detail Report, 1099 Contractor Balance Detail, or 1099 Contractor Balance Summary.
3. Ensure to enter the correct reporting period.
4. Click Run report.

Furthermore, follow these steps get the 1096:

1. On the left panel, select Expenses > Vendors.
2. Click the Prepare 1099s button.
3. Enter all information correctly for the tax year, then select Print and mail.
4. Choose the 1096 form. If everything looks good, press Yes, looks good! Then click Print on a 1096 Form.
5. 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.

Also, you'll want to know how to access and print your other tax forms to save a copy for future use.

You're always welcome to add any details if you have further questions about 1099 and 1096. We're always here to help you.