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Getting copy of IRS form 1096 when using e-file

I chose to use Intuit e-file for my 1099s this year and have copies of the 1099s but did not see the 1096. Is it not needed when e-filing?

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Best answer 01-23-2019

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QuickBooks Team

Re: Getting copy of IRS form 1096 when using e-file

Hi there, @dasteele42.

 

I have just the clarification you're looking for. According to the IRS's most recent publication on Form 1096, those that file their 1099-MISC forms electronically (such as with Intuit's E-file service) do not need to submit a 1096. For more information regarding the service, please refer to our 1099's E-file FAQ here.

 

Please keep in touch with me here should you have any additional questions, I want to ensure your success. Thanks for coming to the Community and take care.

9 Comments
QuickBooks Team

Re: Getting copy of IRS form 1096 when using e-file

Hi there, @dasteele42.

 

I have just the clarification you're looking for. According to the IRS's most recent publication on Form 1096, those that file their 1099-MISC forms electronically (such as with Intuit's E-file service) do not need to submit a 1096. For more information regarding the service, please refer to our 1099's E-file FAQ here.

 

Please keep in touch with me here should you have any additional questions, I want to ensure your success. Thanks for coming to the Community and take care.

Established Member

Re: Getting copy of IRS form 1096 when using e-file

Thank you for the explanation. I just got worried about 1096 and posted a separate question. Still please confirm - State of California will also NOT require 1096 if I filed my 1099-misc from QB online?

QuickBooks Team

Re: Getting copy of IRS form 1096 when using e-file

Thanks for getting back to us, @purchase order.

 

Allow me to chime in for a moment and provide some additional information about filing 1099/1096 in QuickBooks Online (QBO).

 

Yes! 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.

 

That should answer your concern for today. 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.

Community Contributor *

Re: Getting copy of IRS form 1096 when using e-file

What if your state requires you to send the 1096 with the 1099's you submit to the state?

QuickBooks Team

Re: Getting copy of IRS form 1096 when using e-file

Hi, @KevinDiehl.

 

Allow me to join the thread and help share information about filing Form 1096.

 

Regardless of the state, you don't need to file Form 1096 once you've e-filed Form 1099 or as long as you're using the 1099 E-file Service.

 

If your state requires you to send/file Form 1096, I recommend contacting you state for the filing instructions.

 

Don't hesitate to add a comment below if you have any other concerns about filing forms. I'm always here to help!

Community Contributor *

Re: Getting copy of IRS form 1096 when using e-file

The state instructions ask for a copy of the 1096. How can I get a copy for the state?

Moderator

Re: Getting copy of IRS form 1096 when using e-file

Good day, @KevinDiehl,

 

It's nice to see you here in the Community. I can help you print your 1096 form in QBO.

 

Follow the steps below to get started:

 

1. Choose Expenses from the left menu.

2. Select Vendors.

3. Click Prepare 1099s.

4. Enter all information correctly for the tax year, then select Print and mail.

5. Choose the 1096 form. If everything looks good, select Yes, looks good! Then select Print on a 1096 Form.

6. If the form needs to be aligned, select No, it doesn't line up and select Next. Then re-select the 1096 form, and select Print on a 1096 Form.

 

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

 

That should point you on the right track, @KevinDiehl. Let me know if you need further assistance with the process. You got me here to help you anytime. All the best!

Community Contributor *

Re: Getting copy of IRS form 1096 when using e-file

Thanks for pointing me to the "Print & Mail/I'll file myself" option. This does let me print the 1096 data on a Preprinted Form.

If would be nice to have the option to print the data and form as well.

 


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QuickBooks Team

Re: Getting copy of IRS form 1096 when using e-file

Good to know that you're able to print the 1096, @KevinDiehl.

 

I appreciate you coming back to us for additional support. Allow me to join in and help you further.

 

I want you to know that your voice matters and I agree with your suggestion. I'm preparing a feedback statement about the ability to print the data with the form format on your behalf.

 

It'd be best if you can also submit your idea directly to them by clicking the Gear icon and choosing Feedback. This way, our product engineers and developers will know how to improve your experience with QuickBooks.

 

Keep me posted if there's anything else you need help with. Just add a comment below. Have a good one!