If you need to generate a 1096, just follow these easy step- by- step instructions.
- Log into your account
- On the dashboard, select the plus sign (+) in the upper right corner
- In the 2nd column of options, select 'Generate Summary (1096/ACA)'
- Find the payer you want and click on 1096 PDF. NOTE: Please make sure your pop-up blocker is disabled before selecting 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.