1096 Form Basics
Form 1096 is an annual summary document that reports the totals of all 1099 forms you file with the IRS for a specific tax year. You must submit Form 1096 to the IRS whenever you file paper copies of 1099s; it is not required if you file electronically.
To prepare and print Form 1096 in QuickBooks Online:
- Select Expenses (or Vendors) in the left navigation menu.
- Select Prepare 1099s at the top right.
- Verify that your vendor information and payment amounts are correct for the tax year.
- Select the Print 1096 button.
- Choose to print a sample for alignment or the actual form, then follow the on-screen prompts to print.
Note: If you order pre-printed 1099 forms from Intuit, a 1096 form is included. Ensure you use the correct version of the form for the tax year you are filing.