The Form 1096 is commonly used to summarize all the information physically mailed to the IRS. If you choose to paper file any of the following forms you must send a Form 1096 with each type of form as the transmittal document. The forms are: 1097, 1098, 1099, 3921, 3922, 5498, or W-2G. When you e-file Form 1099 through ExpressTaxFilings, a 1096 Form is not required by the IRS.
IRS Form 1096 is used to summarize the information return forms being filed to the IRS. You must use a different Form 1096 for each type of form you’re filing (i.e., one for 1099-MISC Forms, one for 1099-DIV Forms, etc.).
Form 1096 is not required when e-filing, however when you e-file 1099 Forms with ExpressTaxFilings, we’ll provide a 1096 Form that can be used for your records.
1099 Form 2016 Tax Year Filing Deadlines:
Recipient Copy Deadline
Paper Filing Deadline
When you e-file any 1099 Form with ExpressTaxFilings a 1096 Form is not required by the IRS. For more information regarding IRS Form 1096 visit https://www.irs.gov/pub/irs-pdf/f1096.pdf. If you paper file, you will need to complete a Form 1096 for each type of Form 1099 that is filed and mail it to the address below:
Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301