Where do I send each document in my 1099 and 1096 form? Do I need to mail information to the IRS and the start or is that taken care of by the e-file?

Forum|Forum|7 years ago
June 3, 2019
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TurboTax Free Edition Online

JulieCo

Level 11

If you created your business' 1099's and 1096 forms within TurboTax (Self Employed, Home & Business, or Business products), then the forms you created within the Quick Employer Forms module (1099's and 1096) can be e-filed to the government (this e-file of 1096/1099's is done separately from your income tax return). But the individual 1099 forms would need to be mailed to each person/business for which the 1099 was created.

If you created your business' 1099's and 1096 forms outside of TurboTax, then, yes, you will need to make sure the government gets a copy of all the 1099's created (copy A) and the summary 1096 form. The address where the 1096 and 1099's should be mailed is listed in the bottom section of the 1096 form. The mailing address will vary by state of residence as shown on the bottom of the form. Copies of the mailing addresses from the 2017 1096 form are below.

frankyfish12

Level 2

I received a form 1096 for my retirement income. When I looked for that form on the Premier that I had purchased, it said that I had to upgrade to the Business package. I did that, but I still can't find the 1096 form. Also does that mean that the government is going to charge me self-employment on that money I received?

MaryM428

Level 11

Form 1096 is not used to report retirement income. You should have received a Form 1099-R with your retirement income. If you received retirement income and did not receive a 1099-R for 2020, then contact the company that sends you the retirement income and request the 1099-R.

Form 1099-R

@frankyfish12