Tax Forms Helper automatically creates your 1096 summary transmittal from the data you’ve already collected.

To get started, from the dashboard, click “Filings.”

Next, click the form for which you want to generate a 1096. In this case, we’re selecting a federal 1099-MISC. Note: you must have a 1096 for all NECs, another 1096 for all MISCs, and so forth. For all 1099s, whatever the type of form, you must generate a 1096 for all 1099 forms.

Next, click “Summary.”

The following screen will appear, and you’ll decide if you want to print onto a Pre-Printed IRS form or Print onto a Blank Sheet. We’re going to print a Blank Sheet, but you can click on either option.

Paper filers, select “Print onto Pre-Printed IRS Form” to create your mailable red ink 1096 forms.

eFilers, select “Print onto a Blank Sheet” to create electronic or hard copies for your records. To ensure IRS compliance, these printouts are watermarked and not suitable for filing to the IRS or SSA.

Click “Print Forms.”

The print preview page will appear. Click the print icon in the upper right corner.

Click on the “Print” button at the lower right corner. This will send your 1096 to your printer.

Good on you! You’ve generated and printed a 1096.

Tip: eFilers can send 1096 forms directly to the IRS without paper forms or printouts. More time saved!

Certain tax form sheets are scanned through automated equipment that uses Optical Character Recognition (OCR) to process red ink.

For your copy A and 1096 forms, the IRS requires pre-printed forms with machine-readable flint-red OCR dropout ink.

You may face significant penalties and long delays for sending plain ink copies that fail to scan. Adams Tax Forms Helper watermarks these black-ink copies to help you avoid penalties and fines.