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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?

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Best answer December 19, 2019

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Highlighted
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.

View solution in original post

2 Comments
Highlighted
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.

View solution in original post

Highlighted
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."

 

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