Reports and forms

Data fields on Form 1096

Forms you can customize

Customize data on Form 1096:
Customize Form 1096 window > Add New Data Field/Column button > Select from List [multiple selection] window

The Federal government requires that certain fields must appear on Form 1096. All of these required fields appear in the basic form layout, and are designated "Required" in the table below. "Optional" fields are required only for special reporting purposes.

For more information about preparing and filing this form, visit the Internal Revenue Service website.

Warning!
Forms that don't meet government requirements won't be accepted


Data field name


Data that will print in this field


Required/Optional

[Email address]

The contact email address entered on the Set Up 1099s and 1096 window

Required field

[Employer's Name & Address]

Your company name and address, as entered in the Company Information window

Required field

[Fax area code]

The area code of the contact fax number entered on the Set Up 1099s and 1096 window

Required field

[Fax number]

The contact fax number entered on the Set Up 1099s and 1096 window

Required field

[Federal income tax withheld]

The aggregate total amount of federal tax (if any) withheld from all income paid to 1099 vendors included on this Form 1096; derived from entries on the 1099 Vendor Information window.

Required field

[Federal Tax ID #]

If your company's Federal Tax ID is the same as your Social Security Number, you can use this field to automatically enter your Federal Tax ID in a Social Security Number field.

Optional field

[Federal Tax ID #]

The Federal Tax ID entered in the Company Information window.

NOTE: Changing this number on the Set Up 1099s and 1096 window will change the corresponding entry in the Company Information window.

Required field

[Name of Person to Contact]

The contact person identified on the Set Up 1099s and 1096 window

Required field

[Telephone area code]

The area code of the contact telephone number entered on the Set Up 1099s and 1096 window

Required field

[Telephone number]

The contact telephone number entered on the Set Up 1099s and 1096 window

Required field

[Total amount reported with this Form 1096]

The aggregate total income for all vendors reported on this Form 1096 (as entered in boxes 1, 2, 3, 5, 6, 7, 8, 10, 13 and 14 of the Vendor Information window for each vendor)

Required field

[Total number of forms]

The total number of 1099 forms for which aggregate totals are reported on this Form 1096; displays the number of vendors marked for printing on the Review Form 1096 Before Printing window.

Required field

[X if Final Return]

Displays an X if you've indicated on the Set Up 1099s and 1096 window that this the final 1096 return for your company

Optional field

None

None. Displays an X to indicate that this 1096 is being filed for Form 1099-MISC.

NOTE: By default, MYOB AccountEdge considers only Form 1099-MISC. If you will be filing Form 1096 for any other type of 1099, you must customize the Form 1096 template to show an X in the appropriate box.

Basic Text Title: X