Sage 50 Year-End Guide > Payroll Year-End Procedures > Print Yearly Reports and Forms > Print 1096 forms for 1099-type vendors

Print 1096 Forms for 1099-Type Vendors

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Form 1096 provides a summary of the 1099 forms that you are sending to the IRS for your 1099-type vendors. Form 1096 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.

To print Form 1096, follow these steps:

Insert the blank preprinted 1096 form into your printer. Sage 50 supplies a plain and preaddressed version of the form. Learn how to purchase preprinted federal forms.
From the Reports & Forms menu, select Forms, then Tax Forms. Sage 50 displays the Select A Report or Form window.
From the Forms list, select either the Form 1096 - Preprinted or Form 1096 - Preaddressed Preprint. Sage 50 displays the Preview and Print filter screen .
Verify that the payroll year is correct.
Enter the name of the person at your company who acts as contact; this will appear in the "Name of person to contact" box on the printed 1096.
If you want to manually adjust lower limits, which are established by the federal government, click the Adjust Limits button.

In the 1096 Lower Limits window, set the limits as desired. Tell me more about this.

In the Payment Method filter, you should select to include the same payment types that you selected when you generated the 1099s. Tell me more about this.
When finished with the settings in the filter window, select Print/Email.
In the Print dialog, Sage 50 displays the default printer. If you want to print to a different printer, use the drop-down arrow in the Name field to select a new one. Otherwise, select OK to begin printing the forms.

If you get a message that there were no forms to print, you may not have vendors set up as 1099-type vendors, or the 1099 vendors do not meet the minimum payment requirement.

To print multiple copies, repeat the above procedure.

Print 1096 Forms for 1099-Type Vendors

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