2017-2024 Form

When Should a Form 1096 be Filled Out?

IRS Form 1096 is completed by tax-exempt entities to accompany their 1099 forms, as well as their 1098, 5498, or a W-2G filled out on paper.

However, this record is not needed if you file the taxes electronically. Here, you can find the sample of the document for your reference and keep for your records. Use one of the following ways to obtain the hard copy template:

1. Order the summary on the IRS official website.
2. Get it in an office supply store.
3. Find them at your local post office branches.
4. Buy some.
5. On Amazon.

Anyhow, you ought to be sure that you operate the scannable 1096 Form in order for the Internal Revenue Service’s machines to recognize your records.

The Deadline to Submit

Most of the paper documents, along with your 1099 or W-2G, should be sent by February 28, 2019, or April 1, 2019, if they are filed online.

A 30-day automatic extension can be obtained after submitting Form 8809 (electronically or as a hard copy).

Complete IRS Form 1096: Step-by-Step Instructions

1. In the first field, provide the organization's name and the address.
2. Provide the necessary contact information: name, phone, email address, and fax (if applicable).
3. Write your EIN or SSN.
4. Field 3 is where you should enter the number of forms you are sending.
5. The federal income tax amount should be indicated in Section 4 and the total of all payments in Box 5.
6. Indicate the type of form you are submitting with an “X” mark.
7. The hand signature and appropriate date are required.

Things to Remember

• Always keep in mind to issue new 1096 Form for each separate kind of accompanying returns.
• Be sure that you specify the number of documents, but not the pages.
• Check the total federal tax with all 1099s.
• Corrections and originals of the same return type should be submitted together.
• You can change your mind and begin to e-file your revenue returns online with airSlate SignNow (so no 1096s are needed).