The Form 1096 is used to summarize all information that is physically mailed to the IRS. If you paper
file any of the following Forms; 1097, 1098, 1099, 3921, 3922, 5498, or W-2G with the IRS, you must send
a Form 1096 with each type of form as the transmittal document.
When you E-File any form 1099 through
ExpressTaxFilings, a 1096 form is not required by the IRS. At this time our development team is working
on the capability to be able to download a copy of this form for record keeping purposes (it will not need
to be submitted to the IRS).
Who must File form 1096?
A 1096 will need to accompany all paper filed Forms 1097, 1098, 1099, 3921, 3922, 5498, or W-2G.
Where to file form 1096?
When you E-File any form through ExpressTaxFilings.com a 1096 form is not required by the IRS. If you are
paper filing you will need to complete a Form 1096 for each separate form that is filed and mailed to below
Department of the Treasury,
Internal Revenue Service Center,
Austin, TX 73301.
If paper filing, Forms 1096 With Forms 1097, 1098, 1099, 3921, 3922, or W-2G, will need to be filed by February
28, 2014. For Form 5498 a Form 1096 will need included and filed by June 2, 2014.