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?

[JulieCo]

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]

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]

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

[VolvoGirl]

@frankyfish12  If someone sent you a 1096 they sent the wrong form.  It should be a 1099R or some other kind of 1099 like a 1099Misc or 1099G.  You need to ask the issuer about it.  The 1096 is the form they are suppose to send to the IRS, not to you.

[VolvoGirl]

Is your form red?  Here is a 1096.  Does your form look like this?  What boxes are on your form?

https://www.irs.gov/pub/irs-pdf/f1096_20.pdf 

[imnotrod]

TT Business, how do I efile the 1096?  It may be operator to keyboard error, but I cannot find how to choose to e-file the 1096, Thank you.

Ken

[VolvoGirl]

See your other post.