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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?

MJoy_D

QuickBooks Team

Thank you for your answer, Charles. I went back to the instructions you reference and I do see that it says no 1096 for e filed 1099's....but, I posed a question on here at the same time in another thread, and got a different answer from two other people on Intuit help - Mark_R and Rea_M, which is causing me the confusion. Your answer is the only one that makes sense, especially when it is telling me that if I file them by paper now that they are e-filed and accepted, I will be fined by the IRS! Plus, you, Charles, have admin status, so I would think that is the highest rank? It is so confusing that I want to cry.

I'm here to clear things out for you about 1096s, @LeeAnna.

Form 1096 is a single transmittal form that reports all payments made to all your contractors. After you e-file, the summary form (1096) is automatically transmitted. It's basically an index or a list of the 1099s that are included in the filing.

Yes, Charies_M is right. You no longer need to submit one if you use Intuit's E-file service in filing your 1099s.

I'll personally notify Mark_R and Rea_M so they'll update their answers, so it'll not cause any confusion.

You can always check this article for more information: Print a 1096 form.

I'm always here if you need more help or follow-up questions about 1096. Tag me in the reply section below and I'll answer them for you. Take care and have a great rest of the day!

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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