How to Prepare & File Form 1096 to the IRSWhat is Form 1096? Form 1096, or Annual Summary and Transmittal of information Returns, is a summary return, which shows the totals from information returns and must be submitted to the IRS along with these returns, such as forms 1099, 1098, 3921, 3922, 5496 and W4-G. Form 1096 includes information specific to the employer as well as information specific to the forms being filed. You must submit a separate 1096 for every type of return you have given to a recipient. For example, if you prepared and submitted three 1099-MISC forms and two 1099-R forms, you have to submit a 1096 summarizing the 1099-MISC forms and another 1096 summarizing the 1099-R forms. When Must Form 1096 be Submitted? Form 1096 must be submitted to the IRS no later than the last business day of February each year, along with the applicable returns which it summarizes. How Do I Complete Form 1096?
Submit Form 1096 To IRSForm 1096 must be mailed to the IRS address noted in the instructions. You must submit the red scannable Form to the IRS. Form 1096 found on the IRS website is only for informational purposes. Don't download and print a 1096 from the web and submit it; you will be subject to a $50 fine for submitting a 1096 form that is not scannable. If you are submitting 250 or more forms, you must file electronically.
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