Form 1096 (Annual Summary & Transmittal Return)

The Form 1096 is 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.

WHO MUST FILE FORM 1096?

A 1096 Form will need to accompany all paper filed Forms 1097, 1098, 1099, 3921, 3922, 5498, or W-2G.

WHERE CAN I FILE FORM 1096

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