1096 Printable Form

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The 1096 Printable Form provides all 1096 information, which can be printed on a 1096 pre-printed form and filed with the IRS.


Important Note on Printing

When printing this form, ensure to update the following printer settings:

Adobe

When printing from Adobe, the 'Page Sizing & Handling' should be set to 'Actual Size.'

Chrome

When printing from Chrome, 'Scale' should be set to 'Default.'


Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

  1. Open the Reports app. 
  2. Navigate to My Reports
  3. Enter all or part of the report name in the search bar.
  4. The Results tab will open with the list of search results.
  5. From beneath the report name, click Run to run the report with the selected report view.
    -OR-
    Click Customize to adjust the report parameters and run the report. 



Report Parameters

 

Field/Column

Description

Year

The year that the 1096 report is ran for. This field is defaulted to the current year.

Legal Entity

A listing of all legal entities. Only one legal entity can be selected.

Form Type

The type of 1099 tax form indicated as being filed. Only one form can be selected. Options include:

  • 1099-MISC – miscellaneous income

  • 1099-NEC – nonemployee compensation

  • 1099-INT – interest income

Threshold Amount

The dollar value that triggers the requirement to fill out a required form. Ex. A $600 minimum value required for a 1099-NEC.

Download Button

This downloads the form.


Report Details

#

Field/Column

Description

1

Filer's Name

The legal entity's name.

2

Filer's Street Address

The legal entity's address.

3

Filer's City, State, and Zip Code

The legal entity's city, state, and zip code.

4

Name of Person to Contact

The legal entity's name.

5

Telephone Number

The legal entity's phone number.

6

Box 1 Employer Identification Number

The legal entity's tax ID.

7

Box 3 Total Number of Forms

The number of forms being submitted.

8

Box 4 Federal Income Tax Withheld

The sum of Box 4 from all 1099 forms being submitted.

9

Box 5 Total Amount Reported With This Form 1096

The sum of the following boxes, depending on the selected form type:

  • 1099-MISC – Boxes 1, 2, 3, 5, 6, 8, 9, 10, and 14

  • 1099-NEC – Box 1

  • 1099-INT – Boxes 1, 3, 8, 10, 11, and 13.

10

Box 6 The 1099 Form Type That This 1096 Form Is in Reference To

This marking will reflect the 1099 form type selected in the report parameters.