IRS Form 1096, Annual Summary and Transmittal of U.S. Information Returns is a document used as a summary or a compilation sheet of information returns physically submitted to the Internal Revenue Service (IRS).
The form is used solely to transmit paper Forms 1097-BTC, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS. It is only needed if you are physically filing the forms with the IRS. If you opt to file the forms electronically, you are not required to submit Form 1096 with the returns.
The form - commonly referred to as the "1096 Transmittal Form" - is updated annually. As of today, no fillable Form 1096 copies can be found online. The latest printable copy of the form is available for download through the link below. You can download the form, print it, fill it out manually and then send it to the IRS. The IRS also provides an official set of instructions for filing this year's transmittal form.
The IRS Form 1096 due date depends on the accompanying forms:
You may be fined if you:
Penalties are as follows:
The mailing address depends on the location of the business or the legal residence:
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