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Step 1

Unzip the folder and select the template you wish to complete. The .zip folder includes both a 1099-MISC and 1096 transmission templates.

 

Step 2

Open up the template in Microsoft Word. You’ll see a set of fields that should match up with the fields printed on the paper 1099 forms provided by the IRS. Fill in the necessary fields with the information for your 1099 recipient or 1096 transmittal. All form fields have been included on each template, but you may not need to complete every field. See the instructions on the printed IRS forms or consult your tax professional for more information. Note: The shading behind the field labels will not print.

 

Step 3

When you’ve completed filling in the appropriate fields, simply print out the form onto your IRS-supplied 1099 form. If you have any trouble, see our Help section for tips. Note: It is always smart to do a test print onto a blank sheet of paper first.

When you print the template be sure to:

  • Remove the perforated strip from the left edge of the IRS-supplied form

  • Align the paper form to the edge of your printer—don’t center it in the tray.

  • Set your print settings to print actual size (full size; 100%—no shrinking)


 

It’s that easy! Repeat these steps for any additional 1099s you need to fill out, along with the 1096 transmission form, and sign and send them off to the IRS per the instructions on the printed IRS forms.