Use 1096 forms to summarize the 1099 forms that you are sending to the IRS for your 1099-type vendors. The 1096 form is required whenever you submit paper 1099 forms.
When you mail 1099s to the IRS, you must group them together and attach a separate 1096 for each group of 1099s. Because the 1096 is a special machine-readable form, it should always be printed on preprinted rather than plain-paper forms.
Predefined 1096 forms
Sage 50 includes the following predefined 1096 forms:
- Form 1096 Preprinted: Use this form if you want to type in your address or affix an address label in the space provided on the form.
- 1096-Preaddressed Preprint: Your company name and address are preprinted on this form.
Printing 1096 forms
- Select Forms from the Reports & Forms menu. Then select Tax Forms.
- The Select a Report or Form window will open with the Forms list shown.
- Select the 1096 form you want to print from the Forms list.
- Click the Preview and Print button located below the sample image of the form.
- The Preview and Print 1096 Form filter screen will open.
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Make your filter selections. In the Payment Method filter, select to include the same payment methods that you selected when you generated the 1099s. Tell me more about this
Note: Click Refresh List after opening the filter screen to see the information in the selection grid. Also, be sure to click Refresh List after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.
- Click Print/Email to print the form.
Using the Preview and Print 1096 Form Filter Screen
When you choose to print or preview a form, the preview and print filter screen appears. You do not have to make any changes to this screen. You can click Print/Email or Print Preview to print, email, or preview the form based on the default filter settings. However, if you want to change the filter selections, you may do so using the different tabs on the filter screen.
Using the Print/Email tab
On the Print/Email tab, you can select the criteria you want to use to print (or email) the form and use the filter options to refine the results in the selection grid.
Refresh List: Click to refresh the selection grid. You must click this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.
Selection Grid: This grid shows all of the vendors that meet the filter selection criteria. Select the vendors that you want to include on the 1096 form from the grid. All of the vendors are selected by default. You can manually select and deselect the vendors in the grid. You can also use the All and None links above the grid to select all of the vendors or deselect all of the vendors in the grid. You can change the sorting of the vendors in the grid by clicking on the heading of the column that you want to use to sort the vendors.
Year: Select the year that you want to print 1096s.
Name of person to contact: Enter the name of the contact person for the 1096s at your company. This name will appear in the "Name of person to contact" box on the printed 1096.
1099 Form Type: Select the type of 1099 form that this 1096 form will summarize.
Use this form: Select the form you want to print.
Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.
Adjust Limits: The federal government determines the lower limits that print on 1096 forms. However, if you want to manually adjust these limits, click this button. The 1099 and 1096 Forms - Lower Limits window will open and you can make desired changes.
Filter vendors by: This allows you to further specify the form that you want to print.
Vendor ID: If you want to limit the 1096 form to a particular vendor or range of vendors, enter the vendor IDs here. If you want to filter for one vendor, enter that vendor's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by vendor ID.
Active/inactive: You can choose to limit the 1096 form to active vendors only, inactive vendors only, or both active and inactive vendors. Vendors are made inactive by selecting the Inactive checkbox on the Maintain Vendors window.
Options on Print Setup tab
Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.