Form 1096: An Overview

Updated on January 29, 2024 - 10:30 AM by Admin, TaxBandits

Form 1096 plays a crucial role in summarizing information reported on various IRS forms, such as 1099, 1097, 1098, 3921, 3922, 5498, or W-2G. In the following section, we offer an overview of Form 1096 and provide essential details to help ensure your business remains compliant

The forms are: 1097, 1098, 1099, 3921, 3922, 5498, or W-2G.

When you e-file Form 1099, a 1096 Form is not required by the IRS. TaxBandits an IRS authorized e-file provider for 1099 forms, when you using our application, Form 1096 will be auto-generated each time you efile 1099 with TaxBandits.

1. What is Form 1096, and when is it required to be filed?

Form 1096 is a key transmittal form summarizing information reported to the IRS on forms such as 1099, 1097, 1098, 3921, 3922, 5498, or W-2G. It consolidates and transmits details to the IRS. It is important to note that Form 1096 is only required when paper filing 1099s and other forms, not when filing electronically.

If you choose to e-file your 1099 or other forms with TaxBandits, the process is streamlined for you. Each time you e-file a 1099 with TaxBandits, Form 1096 will be automatically generated. This ensures convenience and accuracy in the filing process. Additionally, you have the flexibility to access Form 1096 at any time through your TaxBandits account, providing you with easy retrieval and reference whenever needed.

2. How do I properly fill out Form 1096?

To fill out Form 1096, follow these step-by-step instructions:

Form 1096 for 2023

Business Details Section:

Enter your business details, including the name, address, name of the contact person, email address, phone number, and fax number.

  • Box 1: Employer ID Number (EIN):

    If you are a business or sole proprietor, enter your Employer ID Number (EIN) in Box 1.

  • Box 2: Social Security Number (SSN):

    If you are an individual not engaged in trade or business or a sole proprietor without an EIN, enter your Social Security Number (SSN) in Box 2.

  • Box 3: Total Number of Forms Submitted:

    Enter the total number of forms that you are submitting along with Form 1096 in Box 3.

  • Box 4: Total Federal Income Tax Withheld:

    Enter the total amount of federal income tax withheld in Box 4.

  • Box 5: Total Reported Payments:

    Enter the total amount of reported payments on all the forms you are submitting, excluding Form 1098-T,
    1099-A, or 1099-G. If you are filing any of these specific forms, no entry is required in Box 5.

  • Box 6: Type of Form Submitted:

    Mark an 'X' in the appropriate box to indicate the type of form you are submitting. This helps categorize and identify the specific form being transmitted.

TaxBandits for Every Business

Note: For tax year 2023, the IRS mandates e-filing when you filing over 10 or more aggregated
information returns.

3. Where should I mail IRS Form 1096?

The mailing address for submitting your paper Form 1096 varies depending on your location or your business's location. Consult the table below to find the appropriate mailing address corresponding to your business location:

If your principal business, office or agency, or legal residence, in the case of an individual, is located in Use the following address to send 1096 Forms

Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Kentucky, Maine, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Texas, Vermont, Virginia

Internal Revenue Service Austin Submission Processing Center P.O. Box 149213 Austin, TX 78714

Alaska, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Utah, Washington, Wisconsin, Wyoming

Internal Revenue Service Center P.O. Box 219256 Kansas City, MO 64121-9256

California, Connecticut, District of Columbia, Louisiana, Maryland, Pennsylvania, Rhode Island, West Virginia

Department of the Treasury Internal Revenue Service Center 1973 North Rulon White Blvd. Ogden, UT 84201

If your legal residence or principal place of business is outside the United States

Internal Revenue Service, Austin Submission Processing Center, P.O. Box 149213, Austin, TX 78714.

4. Advantages of Electronic Filing of 1099-NEC Over Paper Filing

Filing 1099 Forms electronically offers several advantages:

Paper Filing E-Filing

Summary Form 1096 is required.

Form 1096 is not mandatory, but it is automatically generated for your records.

Paperwork, postage, and printing are your responsibility.

We will distribute your recipient copies. Choose from our cloud-based online portal and/ or postal mail.

Time-consuming process with more manual work.

A time-saving process with built-in error checks and automatic calculations.

Higher probability of mistakes

Built-in IRS Business Rule Validations to promote the accuracy of forms.

No real-time updates on filing status

Instant filing status updates.

5. How to File Form 1099 with Taxbandits?

With TaxBandits, e-filing Form 1099s is simple and secure. Just follow the steps below to get started:

  • Step 1: Create an account and select Form 1099 from your Dashboard.

  • Step 2: Enter the required Form 1099 details.

  • Step 3: Review the entered information.

  • Step 4: Transmit Form 1099 to the IRS and State

  • Step 4: TaxBandits will auto-generate the 1096 form.

Get started with TaxBandits today and stay compliant with the IRS!

Need to distribute recipient copies? TaxBandits has you covered! You can select from our postal mail and online access options. We distribute the recipient copies on your behalf!

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