Is a 1096 transmittal form needed if proseries efiles 1099s? If so, is that prepared automatically by proseries or do we have to do that outside of proseries?

Forum|Forum|6 years ago
December 7, 2019
6 replies
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ProSeries Professional

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Best answer by CMS_VA_CPA

ProSeries does not file 1099's. You need a separate program to prepare and efile 1099's and the 1096.

Just-Lisa-Now-

Intuit Community Champion

I didn't realize that ProSeries has the ability to prepare and file 1099s. Are you using Quick Employer Forms (QEF)?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

B

bpierceAuthor

Level 3

Yes, we just added that as a service. Trying to figure out if transmittal forms are needed or produced by QEF automatically.

Just-Lisa-Now-

Intuit Community Champion

Ive never used it but my assumption would be that it files the 1096 and 1099s electronically with the IRS, looking at an FAQ online for QEF, you need to print and mail the forms to the recipients yourself.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

This FAQ is for TurboTax but they use the same QEF as ProSeries.
https://quickemployerforms.intuit.com/faq.htm

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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bpierceAuthor

Level 3

Thanks - nice to get a response from someone.

C

CMS_VA_CPAAnswer

Level 4

ProSeries does not file 1099's. You need a separate program to prepare and efile 1099's and the 1096.

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