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_Noted_
Level 1

Printing previous year's 1096 form

Our accountant needs our 2018 1096 form, but we do not have a copy in our files. Is there a way to print out the previous year's 1096 from QB?

Solved
Best answer December 19, 2019

Best Answers
MaryGraceS
Moderator

Printing previous year's 1096 form

Hi there, @_Noted_.

 

There's a way, and I'd be happy to walk you through how to print the previous year's 1096 form.

 

Here's how: 

  1. From the File menu, choose Print Forms and then select 1099s/1096.
  2. In the 1099 wizard that opens, click Get Started.
  3. Select your 1099 vendors and choose Continue, then verify your 1099 vendor's information, again, choose Continue.
  4. Map your accounts and edit thresholds if needed, then select Continue.
  5. Review payments for exclusions and select Continue when you're done.
  6. Confirm your 1099 entries after adjustments, If correct, select Continue.
  7. In the Choose a filing method screen, select the Print 1099s button.
  8. Specify the date range for the forms then choose OK.
  9. Select all vendors you wish to print 1096 for and choose the Print 1096 button.
  10. Confirm your printer settings then select Print.

If you're using QuickBooks Desktop for Mac, you may refer to the following article for the detailed steps: How do I print my 1099/1096 forms?. Just go directly to How to print your 1099/1096 forms in QuickBooks Desktop for Mac. It also listed the steps to print a test form to check the alignment. 

 

I'm just a post away if you should have any questions. Have a great rest of your week.

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10 Comments 10
MaryGraceS
Moderator

Printing previous year's 1096 form

Hi there, @_Noted_.

 

There's a way, and I'd be happy to walk you through how to print the previous year's 1096 form.

 

Here's how: 

  1. From the File menu, choose Print Forms and then select 1099s/1096.
  2. In the 1099 wizard that opens, click Get Started.
  3. Select your 1099 vendors and choose Continue, then verify your 1099 vendor's information, again, choose Continue.
  4. Map your accounts and edit thresholds if needed, then select Continue.
  5. Review payments for exclusions and select Continue when you're done.
  6. Confirm your 1099 entries after adjustments, If correct, select Continue.
  7. In the Choose a filing method screen, select the Print 1099s button.
  8. Specify the date range for the forms then choose OK.
  9. Select all vendors you wish to print 1096 for and choose the Print 1096 button.
  10. Confirm your printer settings then select Print.

If you're using QuickBooks Desktop for Mac, you may refer to the following article for the detailed steps: How do I print my 1099/1096 forms?. Just go directly to How to print your 1099/1096 forms in QuickBooks Desktop for Mac. It also listed the steps to print a test form to check the alignment. 

 

I'm just a post away if you should have any questions. Have a great rest of your week.

cschmid
Level 2

Printing previous year's 1096 form

Just a heads up, I was not able to access this and just got off the phone with Quickbooks and apparently it is not possible, this is what I was told:

 

"Quickbooks cannot archive the 1096 the form. Once you e-file the 1099s, the 1096 will go along with them.  For the 1096 form - they cannot archive it and you cannot see it on your end. If you want a copy you need to ask from the IRS."

 

ExecDir2
Level 1

Printing previous year's 1096 form

This explains how to print 1099's from the previous year (2020) - is there a way to print 1099's or the 1096 from 2019?

MadelynC
Moderator

Printing previous year's 1096 form

I can share some information about printing previous year's 1099’s in QuickBooks, @ExecDir2.

 

At this time, prior 1099s to 2020 are no longer be generated in QuickBooks. If you’ve filed them electronically with us, copies of the previous 1099’s should be available in the File menu.

 

Here’s how:

 

  1. Click File from the QuickBooks main menu bar.
  2. Choose Print Forms from the drop-down menu, then select 1099s/1096 from the list.
    Capture.PNG
  3. Select the contractor for whom you want to generate 1099, then click Print 1099. A preview of 1099 automatically opens. To view the detailed data on the form, deselect the Alignment box and select PDF.
  4. Press Open PDF in Preview to review the information on the form.
  5. Hit Print to print the completed 1099 form.

 

However, if you haven't filed them electronically, you can only print them if you've saved the form as PDFs during filing.

 

Let me know if you need further assistance in printing the form. I'd be happy to lend a helping hand. Have a good one!                                                                            

Spuds725
Level 1

Printing previous year's 1096 form

I was able to print a previous years 1099 and 1096 with a work around--- if you change the date on you Computer to the year following the year you want to print-- the 1099 wizard will work (at least at the time of this writing)-- I was able to print my 2019 1099s and 1096 just now by doing this and it is currently 7/22/21 -- we are using the desktop version of Quickbooks 2016 ... just realize, your computer will be unable to access any web pages until you change back to the current date-- Hope this helps someone out.

Financer
Level 1

Printing previous year's 1096 form

When I try the steps given, I get a "date range" box pop-up.  It's telling me that Quickbooks supports a date range starting from January 1, 2021, when I need January 1, 2020.  My accountant is requesting a copy of our 1096 Form from the year 2020.  Not sure what to do now.

TirzahC
QuickBooks Team

Printing previous year's 1096 form

I've got you covered, Financer.

 

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. 

 

If you're having trouble printing a copy of a 1096,then I recommend to request directly to IRS and you'll have to get in contact with them to get further instructions with printing the 1096 forms.

 

According to the IRS webpage, the form is provided for informational purposes only. The official printed version of this IRS form is scannable, but a copy, printed from this website is not.

 

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!

gail-troychurch
Level 1

Printing previous year's 1096 form

Thank You!

Archie_B
QuickBooks Team

Printing previous year's 1096 form

I'm glad to hear everything worked out well, gail-troychurch.

 

You're always welcome to post your other concerns here in the Community. We're always here to help. Have a great day!

1330 0359 4
Level 2

Printing previous year's 1096 form

Where is the file menu?

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