1096 Forms

portman
portman Member Posts: 3 Newcomer

I file my tax return as a retired senior individual.

This year I have business related income and three payments I have made that I will deduct from that income.

I will send 1099-Misc for Business Office Rent and for Internet Connectivity and a 1099-NEC for Secretarial expenses.

I believe I am required to send the RS a 1096 form to report these payments and the 1099s I will have issued.

Do you have the ability to include that 1096 form when you prepare my tax return this year?

Best Answer

  • CoryF
    CoryF FreeTaxUSA Agent Posts: 115
    Answer ✓

    I searched for an online software provider to help. It appears that the form 1096 does not get filed electronically. You can file Forms 1099 online using this software. You may Google to find a PDF version of the Form 1096 that may allow you to fill out the information and then print it to send to the IRS.

    You do have to file the Form 1096. The instructions to Form 1096 state that if you send even one form of 1099 then you need to send in the Form 1096.

Answers

  • CoryF
    CoryF FreeTaxUSA Agent Posts: 115

    We do not support filing the Form 1096 or Forms 1099. We only support the forms to file your Individual tax return including filing a Schedule C.

  • portman
    portman Member Posts: 3 Newcomer

    Do you know how I can print out a 1096 Cory? I cannot write it out longhand due to a botched Carpel Tunnel operation on my writing hand.

    Do I even need to file a 1096 with my 3 1099s?

    portman

  • portman
    portman Member Posts: 3 Newcomer

    Thank you Cory -

    The IRS provides on-line versions of the 1099 series of forms. That is not a problem the 1096 form is a serious problem for me as I cannot write so I have no way to fill it out even if the RS sends me the form on time by mail.

    And yes, you can file the 1096 electronically once you fill it out manually.

    I am going to see if there is another on line tax service that does print out the 1096 for its users.

    Gordon Jacobson