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I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

 
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10 Replies
Irene2805
Expert Alumni

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

Yes - You can create and file form 1096 and 1099 forms through TurboTax.  Keep in mind that now, if you are reporting non-employee compensation, you need to prepare 1099-NEC instead of 1099-MISC.

 

To create 2020 1099-MISC forms you need to use the 2020 version of either TurboTax Self-Employed (online) or TurboTax Home & Business or TurboTax Business (CD/Download).  See the directions below.

 

TurboTax Self-Employed [Online]

  1. Click on Income and Expenses and then click the Start/Revisit box in the Self-Employment section.
  2. On the Your 2020 self-employed work summary screen, click Edit next to your business. 
  3. On the Here's your [business] info screen, click the box Add expenses for this work
  4. On the Tell us about any expenses screen, scroll down to Less Common Expenses, mark the radio button for Contract Labor and click Continue at the bottom of the screen.
  5. On the screen, Let's enter the contract labor expenses for your [business], click on the link Help me prepare and file W-2s and 1099s.  Then click on the link in the Search box.
  6. This will take you to the Quick Employer Forms website, where you can prepare your forms.

 

TurboTax Home & Business [CD/Download]

Note: If you already have a tax return open, choose New Tax Return from the TurboTax File menu. Click Yes to save the return you currently have open.

  1. On the home screen, Continue Your 2020 Tax Return screen, click the blue Start a New Return button.
  2. On the next screen, What would you like to do? mark the radio button next to Prepare W-2s and 1099s for my employees or contractors and click Continue
  3. Follow the on-screen instructions.

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

Is the paper form 1096 that prints from TurboTax scannable by the IRS?

AkinaLO
Intuit Alumni

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

Can you please resubmit your question with more detail?

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I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

I believe the question here is an answer already known but Intuit is misleading.  It seems Intuit stating Turbotax Business supports creating/printing 1099 forms that satisfy IRS requirements for submitting 1099 forms to the IRS for processing is misleading.   Does it satisfy IRS requirements for mailing 1099 forms to the IRS?   I believe the answer is s big NO.   Unsuspecting purchasers of this product may subject themselves to penalties if they follow what appears is advertised you can do with the TurboTax Business product.   Submitting 1099 forms to the IRS require special red ink and forms can be ordered via IRS without charge.  The RED INK is not the same as red ink from a color printer.   See header here:

https://www.irs.gov/pub/irs-pdf/f1099msc.pdf

now, follow up, does the Business Product support electronically filling 1099 IRS forms to the IRS?

 

regards

 

 

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

Do you have the Home & Business version?   Windows or Mac?

 

WINDOWS  

In the Window's Home & Business or Business Desktop program to Prepare W2s or 1099s, go to Start a New Return or File-New Return.

Then on the next screen it asks What would you like to do?

 

Check the circle that says Prepare W-2s and 1099s for my employees or contractors.  Then that will expand and give you a choice to prepare them online or on your computer.

 

If you select to do them online using the Quick Employer Forms the forms are efiled to the IRS.  You then print the copies to give out to your people and print copies for yourself.  See this for more info…..

https://ttlc.intuit.com/community/forms/help/what-is-quick-employer-forms/00/25916

 

If you select to do them on your computer you are responsible to mail the forms to the IRS.

 

MAC

If you are using the Mac Home & Business CD/Download program you can only prepare W2s and 1099s using QEF-Quick Employer Forms.  At the bottom of the Welcome to Turbo Tax screen it should say Create 1099s for Contractors and W2s for Employees.

 

Another way to get to the Quick Employer Forms is to go to the Business tab - Continue

Select I'll Choose what I work on (if it comes up)

Top item Profit or Loss from Business - Click Start

Click Edit by your Business

 

Then either

Scroll down to Business Expenses

On Other Common Business Expenses, click the start or update button

There are two sections where you can start using the QEF for contractors or employees.

For Contractors, on Contract Labor, Click the Start button

On the screen "Enter Contract Labor Expenses" there is shown "Create and File W-2s and 1099s Online with Turbo Tax Quick Employer Forms" and a "Start here" blue highlighted link.  This will take you to the QEF website.

 

 

 

 

 

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

@Estate Admin The forms are e-filed to the SSA and IRS using Quick Employer Forms.

See this TurboTax support FAQ for Quick Employer Forms - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/quick-employer-forms/L0fQSM1hz...

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

Thanks.

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

I don't see anyone posted the main FAQ.  How to prepare 1099Misc & W2 Forms

https://ttlc.intuit.com/community/forms/help/how-do-i-create-w-2-and-1099-forms-in-turbotax/00/25869

 

Hmmmmm,  looking at it now it seems the Mac Home & Business program does not prepare them at all either way.

JADM
Returning Member

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

This answer doesn't say specifically that Turbo Tax actual electronically files the 1096 and 1099 forms.  Usually you get a confirmation of 'accepted' or 'rejected'.  I didn't see this confirmation.  So, do I have to retype the 1099 & 1096 transmittal report and mail to the IRS?

JamesG1
Expert Alumni

I need to file form 1096 and print and mail form 1099 Misc. Can I do that with turbo tax?

Intuit will send you an email that confirms that the forms were submitted through Quick Employer Forms.  

 

You will be sent a second email when your forms are accepted or rejected.

 

It may take several days to process and return an acceptance.

 

@JADM

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