Learning how to fill out a 1096 form +1(844)341-4437 is essential for businesses, employers, and accountants who submit paper information returns to the IRS. Form 1096 acts as a summary or transmittal form that accompanies certain IRS forms such as 1099, 1098, 5498, and W-2G when filed by mail.
Many taxpayers make mistakes due to confusion about filing requirements, form sourcing, or deadlines. This detailed guide explains everything—from where to find Form 1096 to where to file Form 1096—so you can complete it accurately and confidently.
What Is Form 1096 and Why Is It Important?
Form 1096 is an IRS Annual Summary and Transmittal of U.S. Information Returns. It summarizes the total number of forms submitted and the total amounts reported.
It is required only when filing paper forms. If you e-file, Form 1096 is not needed.
Form 1096 is commonly used with:
- Form 1099-NEC
- Form 1099-MISC
- Form 1099-INT
- Form 1098
- Form W-2G
Failing to include Form 1096 when required can result in IRS penalties, delayed processing, or rejected filings. If you’re unsure, professional assistance is available at +1(844)341-4437.
Where to Find Form 1096
One of the most common questions is where to find Form 1096. The IRS does not allow standard photocopies or downloadable PDFs for filing.
You can obtain Form 1096 by:
- Ordering official scannable copies from the IRS
- Requesting copies through tax professionals
- Purchasing IRS-approved tax form kits
Always ensure the form is the official red-ink scannable version, as black-and-white printed copies are not accepted by the IRS.
Can I Print a 1096 Form Online?
A frequent question is: can I print a 1096 form online?
The answer is no for filing purposes. While you can view a sample online for reference, the IRS requires original scannable forms for submission. Printing from a regular printer will cause rejection.
If you’re unable to obtain the correct form, call +1(844)341-4437 to get guidance on alternative filing options or corrections.
How to Get a 1096 Form Quickly
If you’re short on time, here’s how to get a 1096 form efficiently:
- Order from the IRS early in tax season
- Ask a CPA or payroll service
- Buy from an authorized office supply provider
Plan ahead, as IRS shipping can take several days during peak filing periods.
Who Needs to File Form 1096?
You must file Form 1096 if:
- You submit paper information returns
- You report payments such as nonemployee compensation, interest, or mortgage interest
- You file one type of information return per Form 1096 (separate forms required for different 1099 types)
Each type of information return needs its own Form 1096.
How to Find My W2 Form (Related Filing Insight)
Many filers also ask how to find my W2 form while preparing IRS documents. Although W-2 forms are separate from Form 1096, understanding your records is essential.
You can find your W-2:
- From your employer
- Through payroll portals
- By requesting a copy from HR or payroll departments
Note: W-2 forms do not use Form 1096. They are filed with Form W-3 instead.
Step-by-Step Instructions: How to Fill Out a 1096 Form
Let’s walk through how to fill out a 1096 form correctly, line by line.
1. Filer’s Information
Enter:
- Business or individual name
- Complete mailing address
- Contact phone number (use +1(844)341-4437 if filing with professional assistance)
Ensure the information matches your submitted 1099 forms exactly.
2. Employer Identification Number (EIN) or SSN
- Businesses should enter EIN
- Individuals may use SSN if applicable
Double-check accuracy to avoid processing delays.
3. Total Number of Forms Filed
Enter the total count of information returns being sent with this Form 1096.
Example: If submitting five 1099-NEC forms, enter “5”.
4. Federal Income Tax Withheld
If federal tax was withheld on any of the submitted forms, enter the total amount here.
Leave blank if no tax was withheld.
5. Total Amount Reported
Enter the combined dollar amount reported across all attached forms.
This total must match the sum of all information returns included.
6. Check the Correct Box
Select the box corresponding to the type of return you’re submitting:
- 1099-NEC
- 1099-MISC
- 1099-INT
- 1098, etc.
Only one box can be checked per Form 1096.
7. Signature and Date
Sign and date the form to certify accuracy. Unsigned forms may be rejected.
Where to File Form 1096
Knowing where to file Form 1096 is critical. The IRS mailing address depends on your business location and the form type.
Form 1096 must be mailed along with the information returns to the designated IRS processing center. Incorrect mailing addresses can delay processing or result in penalties.
For help determining the correct filing destination, contact +1(844)341-4437.
Important Deadlines for Form 1096
Deadlines vary by form type:
- 1099-NEC: January 31
- Other 1099 forms: February 28 (paper filing)
Late submissions may incur penalties per form, which can increase over time.
Common Mistakes to Avoid When Filing Form 1096
Avoid these frequent errors:
- Using printed or copied forms
- Combining different 1099 types on one Form 1096
- Incorrect totals or EIN
- Missing signatures
- Mailing to the wrong IRS address
Careful review before submission prevents costly corrections.
Paper Filing vs Electronic Filing
Paper filing requires Form 1096, while electronic filing does not. E-filing is often faster, more secure, and reduces errors.
However, if you choose paper filing, knowing how to fill out a 1096 form properly becomes essential.
When to Seek Professional Help
If you are:
- Filing multiple forms
- Unsure about totals
- Correcting prior-year returns
- Facing IRS notices
Professional assistance can save time and prevent penalties. Support is available at +1(844)341-4437 for accurate and compliant filing.
Final Thoughts
Understanding how to fill out a 1096 form ensures your IRS information returns are processed smoothly and on time. From where to find Form 1096 to where to file Form 1096, each step plays a vital role in compliance.
By following this guide, double-checking entries, and meeting deadlines, you can avoid unnecessary errors and penalties. When in doubt, expert guidance can make the process stress-free and reliable.