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.
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.
The Print/Email tab lets you select the criteria you
want to use to print the form.
Refresh List: Select this button to refresh the selection grid. You must select 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.