STEP 1

Once you’ve purchased and downloaded the fillable 1099 form template, 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 correspond with the fields printed on the paper 1099 forms provided by the IRS. Fill in the necessary fields. All form fields have been included on each template, but you may not need to complete every field. See the instructions provided with your printed IRS forms or consult your tax professional for details.

STEP 3

When you’ve completed filling in the appropriate fields, simply print out the form onto your IRS-supplied paper 1099 form at full size (100%—do not fit to page). It is always smart to do a test print onto a blank sheet of paper first, and you’ll want to make sure to remove the perforated strip from the left edge of the form.

This template does not print the actual 1099-MISC or 1096 form itself—it provides carefully-aligned fields that enable you to enter your information and print it onto the paper forms you can order from the IRS or purchase at an office supply store. It is always wise to do a test print on plain paper to line up with printed forms before actually printing the information onto the final forms.

TROUBLESHOOTING

Need help using the templates? See our Help page for help troubleshooting common issues.