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How to summarize all 1099 amounts for a payer

Last Updated: Aug 05, 2016 04:28PM CDT
Each time you submit 1099 forms, a 1096 form is generated by each submission. So if you submitted several times, you will have a few different 1096 forms. You can locate the 1096 forms from the dashboard under "What would you like to do?", Generate 1096 (Summary).

If you want to combine your 1096 amounts, the solution is simple. 

  • Log in to your account
  • Go to Forms -> Manage forms
  • Select the tax year and Payer name, and you should see your forms pop up, 10 forms per page.
  • Select the items per page to the largest one so you see them all. 
  • Then check the top left box to select all forms
  • Select Export to Excel
  • It will show you all the information including the amounts
  • From Excel, you can use the SUM formula, and it will give you the totals
  • If you need help or have additional questions, please contact us. We will be happy to help. 

Please note: As per IRS regulations, no 1096 is needed when you e-file forms, so this information is only for your records. 

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  • Call us @ 877-811-ETAX (3829).
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