About Form 1096, Annual Summary and Transmittal of U.S. Information Returns

 

Use Form 1096 to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the Internal Revenue Service. Do not use this form to transmit electronically.

For electronic submissions, see Publication 1220, Specifications for Filing Forms 1097, 1098, 1099, 3921, 3922, 5498, 8935, and W-2G Electronically.


Current Revision

Form 1096 (PDF)

General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)


Recent Developments


Other Items you may find useful

All Form 1096 Revisions

About Publication 1141, General Rules and Specifications for Substitute Forms W-2 and W-3

About Publication 1167, General Rules and Specifications for Substitute Forms and Schedules

About Publication 1179, General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns

Publication 1220, Specifications for Filing Forms 1097,1098, 1099, 3921, 3922, 5498, 8935,and W2-G Electronically

Other Current Products