IRS Form 1096 - Annual Summary and Transmittal Return

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.

Due date

With Forms 1097, 1098, 1099, 3921, 3922, or W-2G, file by March 2, 2015.

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 address,

Department of the Treasury,
Internal Revenue Service Center,
Austin, TX 73301.