Print Set-Up for 1099 and 1096 Forms

February 21, 2019

treehouseadmin

If you want to print paper copies of Forms 1099 and 1096 on pre-printed IRS forms, you will need to make sure the information prints correctly.  You also have the option to print 1099s on blank paper, and can also choose to have Patriot e-File your 1099s and 1096 with the IRS for you, which eliminates the need to print the hardcopy 1096.  For details, see Electronically Filing Your 1099s.

Setting up to print Form 1099:

If the items on the PDF grid don’t exactly line up with your form, you can “nudge” an item on the grid by changing the column and row numbers.  Note there are two duplicate sections of fields for the top form and bottom form.

  • To move an item one gridline to the right, add 10 to the column number.
  • To move an item one gridline to the left, subtract 10 from the column number. You can enter negative numbers.
  • To move an item one gridline above, add 10 to the row number.
  • To move an item one gridline below, subtract 10 from the row number. You can enter negative numbers.

Print as many sample forms as needed until they print correctly. You do not need to click “Save” while you’re printing sample forms. Once you are satisfied with the placement of items on Form 1099, click “Save.” When you print the forms, these settings will be used, but you can change them anytime as needed.

Setting up your Form 1096 works the same way:

  • In the left menu, go to Settings > Accounting  Settings > 1099/1096 Print Layout
  • For the Form dropdown, choose “1096 Company Print Layout” and click Select.
  • Click the “Print Sample” link at the bottom. A sample 1096 on a grid will be created in PDF format. Click here to view the sample PDF layout.
  • Load a blank 1096 form in your printer.
  • Print the PDF on your blank Form 1096.
  • Make adjustments as needed, and click “Save” when you are finished.

You are now ready to Create Forms 1099 and 1096.

Search Help Articles

Can't Find Your Answer? Contact Us!