Viewing & Printing Forms 1099 and 1096 in Patriot Accounting

Accounting Help

Your Accounting Software questions answered here

Viewing and Printing Forms 1099 and 1096 in Patriot Accounting Software

You must first create your 1099s before you can view and print them.  See Creating Forms 1099 and 1096 for more info.

To view your 1099 and 1096 forms:

In the left menu, go to Reports > 1099 Contractor Forms > View and Print 1099/1096.

  • Forms created from the current year will display. If needed, change the year and click Run.
  • If you have e-Filed your 1099s, you will only need to print your 1099s to give to your contractors.  You will not need to print Form 1096.
  • You have two print options for your 1099 forms:
    • “Formatted” is intended to be printed on IRS-approved perforated 2-up forms. A PDF will appear with one page for every two 1099s. You can either print this now or save this document to your computer to print later.
    • “Print Friendly” prints one 1099 at a time on blank paper.

To print your 1099 and 1096 forms:

  • Load your IRS-approved 1099 Copy A forms (red pre-printed forms) in your printer.  If you have e-Filed your 1099s, you do not need to print these, since Patriot is filing them with the IRS for you.
  • Load the same number of 1099 Copy B forms (black pre-printed forms OR blank paper if Printer Friendly) in your printer, and repeat the print step above.
  • Load your pre-printed IRS-approved 1096 form in your printer and print only the last page of the PDF. You only need to file one copy of the 1096 with the IRS.  If you have e-Filed your 1099s, you do not need to print this, since Patriot will file your Form 1096 electronically with your 1099s.

Distributing Forms 1099 and 1096

Your responsibility depends on whether Patriot is e-Filing for you.

 

 

Patriot e-Files Send to IRS Send to Each Contractor
    Yes Nothing, Patriot will send for you One copy of Form 1099 Copy B (black pre-printed forms OR printed on blank paper)

If the state requires, Copy 2 (black pre-printed forms OR print a second Copy B on blank paper)
    No One copy of each Form 1099 Copy A (red printed forms) and the 1096 summary. You can find the IRS mailing address for your state in the IRS publication General Instructions for Certain Information Returns.

If the state requires, one copy of Copy 1 (pre-printed form) for each contractor.  File this form directly with the state.
One copy of Form 1099 Copy B (black pre-printed forms OR printed on blank paper)

If the state requires, Copy 2 (black pre-printed forms OR print a second Copy B on blank paper)
Get Started
Try it free

Sign up today for a free, no-obligation 30-day trial.

Try It Free for 30 Days
Get Started
Take a demo

Kick the tires with a free self-guided demo.

Take a Self-Guided Demo