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.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- 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:
|
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:
|
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. |