How to Print Form 1099 and 1096 in QuickBooks Desktop & Online?

When you file your federal or state taxes, tax returns, or Forms 1099 and 1096, a printed copy serves as a long-term record that you have filed your taxes for payments or income above $600, excluding employment income. If you haven’t e-filed, this printed copy must be submitted to the IRS as proof. You might also need to send to your contractor and vendor once you e-file the tax forms.

We have curated this detailed guide to help you print Form 1099 and 1096 in QuickBooks Desktop & Online, whether you have filed the forms yet or not, and to address some crucial considerations for why you need a printed copy in hand. 

Why Printing Forms 1099 and 1096 in QuickBooks Is Important

A printed copy of tax forms 1099 and 1096 allows you to keep records for long-term documentation and verification purposes. When filing federal or state taxes, you can attach the printed copy as verification for the IRS.

Below are some of the crucial reasons why you must print tax forms 1099 and 1096, whether you use QuickBooks for your primary accounting & tax software or any other. 

• Legal compliance: As per the IRS, all businesses are legally required to provide a copy of Form 1099 to their recipient (contractor) by the specific deadlines (e.g., January 31 for Form 1099-NEC).
• Income Verification: A submitted printed copy of the form verifies that the independent contractors report their income on their tax returns.
• Record Keeping: This will serve as a long-term record and provide all necessary documentation for tax returns.
• Mandatory for Paper Filing: When filing on paper, the IRS requires a signed, scannable copy of Form 1096 and Form 1099 for all paper-filed information returns. Without it, your submission is incomplete. (Note: Form 1096 is not required if you file electronically.) 

Sure about filing your tax form? If yes, and you use QuickBooks for your primary accounting and tax software, the following section will help you with different QB products.

How to Print Form 1099 and 1096 in Your QuickBooks [Desktop & Online] 

Check the steps below to print Forms 1099 and 1096 in QuickBooks Desktop and Online. We will discuss how to print after e-filing, or if you haven’t e-filed yet.

Print your 1099s

Print 1099s after you e-file

Already filed your 1099s and want to get a printed copy? Follow the steps to print your tax form in QuickBooks: 

1. QuickBooks Online or QuickBooks Contractor Payments

When e-filing, you can automatically print and email to your employees. A fee may apply to this service. If you prefer to print by yourself or reprint it, proceed with the steps below: 

• Follow this link to complete the steps in the product.
• Choose 1099 filings.
• Click on View 1099 to view a PDF copy.

2. QuickBooks Desktop

If you have used Tax1099 or e-file forms in QuickBooks Desktop, check the detailed blog, Where Can I See My Submitted Forms? on Intuit to get a printed copy.

Print 1099s if you didn’t e-file

If you haven’t yet, create and e-file Form 1099 in QuickBooks.

QuickBooks does not auto-generate 1099 forms. There are various ways to create, file, and print 1099-MISC plus 1099-NEC documents.

• You may electronically file 1099s directly through the IRS by using the Information Returns Intake System (IRIS). For details, review E-file Forms 1099 guidance.
• Alternatively, for a modest fee, you can e-file your 1099 using your QuickBooks and Intuit services.

If you submit 10 or more total 1099s, W-2s, or other federal documents, you are required to e-file them. For additional details, refer to the IRS and Treasury’s final regulations on e-filing for businesses.

Now, select the QuickBooks products to learn how to print the 1099 forms. 

1. QuickBooks Online and QuickBooks Contractor Payments

If you choose not to e-file through us, QuickBooks lets you generate the forms to print and submit on your own.

Purchase the 1099 Kit by mid-January to ensure printing is possible. Remember the IRS filing and contractor delivery deadlines.

• Follow this link to complete the steps in the product.
• Navigate to 1099 filings.
• Select Prepare 1099s to build your 1099s.
• After finishing, choose Print and mail instead now.
• Follow the instructions on your screen to verify the alignment and get a printed copy of the forms. 

2. QuickBooks Desktop

Purchase the 1099 Kit by mid-January to ensure printing. Remember the IRS filing and contractor delivery deadlines.

• Update your QuickBooks Desktop file to the newest release. Make sure to mark the Reset Update box.
  IMPORTANT: You must use the latest release for accurate 1099 printing.
• Go to Vendors, choose 1099 Forms, then Print/E-file 1099 Forms. Build your 1099s.
• In the Choose a filing method screen, pick Print 1099-NEC or Print 1099-MISC.
• Enter the date range for the forms, then select OK.
• Choose all vendors needing printed 1099s.
• Select Print 1099. Choose Print 1096s instead if you need Form 1096.
• Verify your printer settings, then choose Print.

3. QuickBooks Desktop for Mac

• Update your QuickBooks Desktop for Mac to the newest release.

IMPORTANT: You must use the latest release to print your 1099s properly.

• Go to Vendors > 1099 Forms, then Print or E-file 1099/1096. Create your 1099s.
• In the Choose a filing method window, pick Print 1099-NECs or Print 1099-MISCs.
• Set the date range for the forms, then select all vendors for whom you want to print 1099s.
• Select Print 1099. Choose Print 1096s instead if you’re printing Form 1096.
• Verify your printer settings, then select Print.

How to print your 1096

If you file electronically, you don’t need Form 1096 with the IRS. For details, see Form 1096 and About Form 1096, Annual Summary and Transmittal of U.S. Information Returns.

• QuickBooks Online and QuickBooks Contractor Payments don’t generate Form 1096. To access similar details, choose View Summary in the 1099s filings tab.
• QuickBooks Desktop:
  • If you e-filed through Tax1099, you can print a copy from Tax1099.
  • If you haven’t produced your 1099s yet, you must create them in QuickBooks before printing your 1096.

Conclusion 

A printed copy of Forms 1099 and 1096 is necessary for record-keeping, to send to vendors or contractors, and, if you e-file manually rather than electronically, you must also attach the printed copy. Following this detailed guide will help you print Form 1099 and 1096 in QuickBooks Desktop & Online seamlessly.

For further assistance, contact QuickBookSupportNet at TFN to get free guidance from certified ProAdvisors. 

Frequently Asked Questions 

How to print the 1096 form in QuickBooks Desktop?

Once the filing is done, QuickBooks Desktop will automatically redirect you to print the 1096. However, if you haven’t filed yet, go to Vendors > 1099 Forms, then Print/E-file 1099 Forms. Now, pick your form: Print 1099-NEC or Print 1099-MISC > OK, then choose your Vendors who need a printed copy, and finally click Print. 

How to view and print 1099 in QuickBooks Online?

To view and print Form 1099 in QuickBooks Online, go to 1099 Filings> Prepare 1099s to build the 1099s report. When done, click on the Print and Mail instead choice now. Then, follow the on-screen instructions to verify the form alignment and print the forms. 

How to pull up the 1099 report from QuickBooks Desktop?

To pull up the 1099 report in QuickBooks Desktop, you can either run a summary report directly or use the guided 1099 Wizard for the full filing process.