Form 1096: Annual summary and transmittal of U.S. information returns

Form 1096 (Annual Summary and Transmittal of U.S. Information Returns) is a summary of all your 1099 forms, including Form 1099-MISC for payments made to contractors and Form 1099-DIV for dividends paid to shareholders. Form 1096 must be submitted to the IRS no later than the last business day of February each year.

Do I need to file Form 1096, or does Intuit Full Service Payroll do it for me?

No. We send your 1096 information to the appropriate government agency electronically, so you do not need to file a separate, printed Form 1096. Although we don't send an actual form, we provide the necessary information that is acceptable to the agency.

Can I get a copy of my 1096 information for my own records?

Although we don't provide an electronic 1096 form for you to print, you can run and print a report that shows payments made to each of your contractors for the previous year.

How do I run and print a report that shows payments to my contractors?

To run a Contractor Payments Report:

  1. Click the Reports tab.
  2. Click Contractor Payment Details.
  3. Select the date range and contractor (or all contractors) to customize your report.
  4. Click Run Report.

To print your report:

  1. Click the Printer-Friendly Version link at the top of the table.
  2. Click Print in the pop-up window that displays your report.

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