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Getting copy of IRS form 1096 when using e-file

Forum|Forum|7 years ago
January 23, 2019
25 replies
57 views

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?

Intuit Payroll

Best answer by MichaelDL

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.

MichaelDLAnswer

Level 4

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.

P

purchase order

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?

M

mv32

Level 8

My state requires a photocopy of the 1096 filed with the IRS with my 1099s - how can I obtain it?

Thanks for joining the thread, @wcooper.

I can help you obtain a copy of the 1096 form in QBO. You can go to the Vendors list to Prepare 1099s. Along the process of getting this form, you'll see 1096 to print it.

Let me show you how:

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

I've added an article as your reference: Print a 1096 form.

You can also create a 1099 report for vendors and vendor payments in case you need one.

Please tag me in your comment if you have other concerns besides the 1096 form in QuickBooks. I'm always open to help. Take care, wcooper!

L

Latintax

How i can get copy of the all 1099s for year 2018 that i sent to my subcontractors ?. Florida state is asking me for those copies. Employers form allow to download years 19 and 20...only

JenoP

QuickBooks Team

Let's get you a copy of the old 1099s, Latintax.

I'd also like to ask if you e-filed the forms through QuickBooks? If so, you can follow these steps on how to access previously filed and archived tax forms:

Go to this link: https://iop.intuit.com/login/login.jsf?only1099=1.
Enter your Intuit login credentials.
Click Sign In.
Select View past forms page.
Print the form. that you need.

You can also save these articles just in case you might need them at the end of the year:

Reply to me or reach out to us again if you have other questions. The Community is always here to make sure they're answered and taken care of.

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