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 TaxBandits, a 1096 Form is not required by the IRS.
Form 1096 is not required when e-filing, however when you e-file 1099 Forms with TaxBandits, 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