- With Forms
1099, 1098, 3921, 3922 or W-2G no later than the
end of February each year along with the
applicable returns which the form summarizes
- With Forms 5498, 5498-ESA or 5498_SA by June 1
If you are filing electronically, you have an additional month to file Form 1096 and can seek an extension of time.
How do I complete Form 1096?
Enter the name and address of the filer. This filer information must be the same as the information you enter in the upper left area of Forms 1099, 1098, 3921, 3922, 5498 or W-2G.
Enter a name of a person to contact, and an e-mail address, phone number and fax number.
Box 1 or 2.
Enter the Employer ID Number (Box 1) or Social
Security Number (Box 2), if you don't have an EIN.
Enter data in Box 1 or Box 2 but not both. Again,
this TIN must be the same as the TIN you used in the
upper left area of Forms 1099, 1098, 3921, 3922,
5498 or W-2G.
Box 3. Enter the total number of forms (not pages) you are submitting with this 1096. The 1098, as an example, has 3-forms per page. If you complete all 3-forms on that 1-page, enter the number "3" in Box 3. If you complete 2 of the 3-forms on that 1-page, enter the number "2" in Box 3.
Box 4. Enter the total federal income tax withheld on all the forms you are submitting. If you didn't withhold any federal income tax, indicate "0".
Box 5. Enter the total amount of reported payments on all the forms you are submitting. Leave this box blank if you are filing Forms 1099-A or 1099-G.
In Box 6, enter an "X" in the box for the type of form you are submitting. For example, if you are submitting 1099-MISC forms, enter an X in the 1099-MISC box.
The last question asks if this is your final return. Enter an "X" for question 7 if you are not be required to file Forms 1099, 1098, 3921, 3922, 5498 or W-2G by paper or electronically in the future.
Don't forget to sign and date the form.