If you need to generate a 1096, just follow these easy step- by- step instructions.
- Log into your account
- Go to Dashboard
- Press on Generate Summary 1096
- Find the payer you want and click on 1096 PDF
- Then you will get a watermarked 1096 that says, DO NOT MAIL TO IRS. This is only for your records, as the IRS does not require the form 1096 when you e-file.