Generating a 1096

Did you know Adams® Tax Forms Helper® creates summary transmittals for you? Make a 1096 the easy Adams tax way!

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Written by Adams Tax Forms
Updated over a week ago

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

You won’t need to do any data entry or math to create your flawless forms.

Select the appropriate 1099 tab on the menu bar

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

Viewing and printing your 1096

Select the desired 1096 entries using the checkboxes to the left or “Select All”.

Click the “1096 for Selected” button.

At the 1096-print menu:

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

  • eFilers, select “Print onto Blank Paper” 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.

Why can’t I file my watermarked plain ink copies?

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 Online watermarks these black-ink copies to help you avoid penalties and fines.

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