This form will be used by the United States Internal Revenue Service for tax filing purposes. A Form 1096 is also known as an Annual Summary and Transmittal of U.S. Information Returns. Tax-exempt organizations will use this form to transmit various forms to the IRS. These forms could be a 1099, 1098, 5498, or a W-2G.
This form will require the personal information for the filer. This includes name, address, contact information, and a tax identification number such as a social security number. The amount of Federal tax withheld will need to be listed, as well as the total amount of money being reported on the form. The forms that are being transmitted should be checked off, and the total number of forms should be included. This will ensure that the IRS knows which forms to expect, so tax filing can be a smoother process.
Form 1096 is only used when filing physical forms. If you are filing forms electronically, Form 1096 is not required.
Any person or entity who files by paper forms W-2G, 1098, 1098-E, 1098-T, 1099-A, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 1099-INT, 1099-LTC, 1099-MISC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA, 3921, 3922, 5498, 5498-ESA, and/or 5498-SA, must prepare and submit Form 1096 as well
Form 1096 contains sections for:
You need to submit a separate 1096 for every type of information return than you have given to a recipient.
To complete a Form 1096, you will need to provide the following information:
If you need 1096 forms, you can get them:
Form 1096 is due by January 31. You do not need to file Form 1096 if you e-file your 1099 forms.
You must submit the red scannable from to the IRS. You are subject to a $50 fine if you submit a form that is not scannable.