1096 Form Printable 2025 - Fill, Sign Online, Download & Print - No Signup
Attention filers of Form 1096:
This form is provided for informational purposes only. It appears in red, similar to the official
IRS form. The official printed version of this IRS form is scannable, but a copy, printed from
this website, is not. Do
not
print and file a Form 1096 downloaded from this website; a
penalty may be imposed for filing with the IRS information return forms that can’t be
scanned. See part O in the current General Instructions for Certain Information Returns,
available at
www.irs.gov/form1099
, for more information about penalties.
To order official IRS information returns, which include a scannable Form 1096 for filing with
the IRS, visit
www.IRS.gov/orderforms
. Click on
Employer and Information Returns
, and
we’ll mail you the forms you request and their instructions, as well as any publications you
may order.
Information returns may also be filed electronically. To file electronically, you must have
software, or a service provider, that will create the file in the proper format. More information
can be found at:
•
IRS Filing Information Returns Electronically (FIRE) system (visit
www.IRS.gov/FIRE
), or
•
IRS Affordable Care Act Information Returns (AIR) program (visit
www.IRS.gov/AIR
).
See IRS Publications 1141, 1167, and 1179 for more information about printing these tax
forms.
Do Not Staple
6969
Form
1096
Department of the Treasury
Internal Revenue Service
Annual Summary and Transmittal of
U.S. Information Returns
OMB No. 1545-0108
20
25
FILER’S name
Street address (including room or suite number)
City or town, state or province, country, and ZIP or foreign postal code
Name of person to contact
Telephone number
Email address
Fax number
For Official Use Only
1
Employer identification number
2
Social security number
3
Total number of forms
4
Federal income tax withheld
$
5
Total amount reported with this Form 1096
$
6
Enter an “X” in only one box below to indicate the type of form being filed.
W-2G
32
1097-BTC
50
1098
81
1098-C
78
1098-E
84
1098-F
03
1098-Q
74
1098-T
83
1099-A
80
1099-B
79
1099-C
85
1099-CAP
73
1099-DA
7A
1099-DIV
91
1099-G
86
1099-INT
92
1099-K
10
1099-LS
16
1099-LTC
93
1099-MISC
95
1099-NEC
71
1099-OID
96
1099-PATR
97
1099-Q
31
1099-QA
1A
1099-R
98
1099-S
75
1099-SA
94
1099-SB
43
3921
25
3922
26
5498
28
5498-ESA
72
5498-QA
2A
5498-SA
27
Return this entire page to the Internal Revenue Service. Photocopies are not acceptable.
Send this form, with the copies of the form checked in box 6, to the IRS in a flat mailer (not folded).
Under penalties of perjury, I declare that I have examined this return and accompanying documents and, to the best of my knowledge and belief, they are true, correct, and complete.
Signature
Title
Date
Instructions
Future developments.
For the latest information about developments
related to Form 1096, such as legislation enacted after it was published, go
to
www.irs.gov/Form1096
.
Caution:
You may be required to electronically file (e-file) information
returns as the e-file threshold is 10 (calculated by aggregating all
information returns), effective for information returns required to be filed on
or after January 1, 2024. Go to
www.irs.gov/InfoReturn
for e-file options.
Also, see part F in the current General Instructions for Certain Information
Returns.
Purpose of form.
Use this form to transmit paper Forms 1097,
1098,
1099, 3921, 3922, 5498, and W-2G to the IRS.
Who must file.
Any person or entity who files any form checked in box 6
above must file Form 1096 to transmit those forms to the IRS.
Caution:
Your name and taxpayer identification number (TIN) (employer
identification number (EIN) or social security number (SSN)) must match
the name and TIN used on your 94X series tax return(s) or you may be
subject to information return penalties. Do not use the name and/or TIN of
your paying agent or service bureau.
Enter the filer’s name, address (including room, suite, or other unit
number), and TIN in the spaces provided on the form. The name, address,
and TIN of the filer on this form must be the same as those you enter in the
upper left area of Form 1097, 1098, 1099, 3921, 3922, 5498, or W-2G.
When to file.
If any date shown falls on a Saturday, Sunday, or legal
holiday in the District of Columbia or where the return is to be filed, the due
date is the next business day. File Form 1096 in the calendar year following
the year for which the information is being reported, as follows.
• With Forms 1097, 1098, 1099, 3921, 3922, or W-2G, file by February 28.*
• With Forms 1099-NEC, file by January 31.
• With Forms 5498, file by May 31.
* Leap years do not impact the due date. See Announcement 91-179,
1991-49 I.R.B. 78, for more information.
Where To File
Send all information returns filed on paper with Form 1096 to the following.
If your principal business, office or
agency, or legal residence in the
case of an individual, is located in:
Use the following
address:
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
P.O. Box 149213
Austin, TX 78714-9213
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
For more information and the Privacy Act and Paperwork Reduction Act Notice,
see the current General Instructions for Certain Information Returns.
Cat. No. 14400O
Form
1096
(2025) Created 3/20/25
Form 1096 (2025)
Page
2
California, Connecticut,
District of Columbia, Louisiana,
Maryland, Pennsylvania,
Rhode Island, West Virginia
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, file with the Internal Revenue Service, P.O. Box 149213, Austin, TX
78714-9213.
Transmitting to the IRS.
Group the forms by form number and
transmit
each group with a separate Form 1096. For example, if you
must file both
Forms 1098 and 1099-A, complete one Form 1096 to
transmit your Forms
1098 and another Form 1096 to transmit your
Forms 1099-A. Do not send a
form (1099, 5498, etc.) containing
summary (subtotal) information with Form
1096. Summary
information for the group of forms being sent is entered only
in
boxes 3, 4, and 5 of Form 1096.
Corrected returns.
Originals and corrections of the same type of return can
be submitted using one Form 1096. For information about filing corrections,
see the current General Instructions for Certain Information Returns.
Box 1 or 2.
Enter your TIN in either box 1 or 2, not both. Sole proprietors and
all others must enter their EIN in box 1. Individuals not in a trade or business
must enter their SSN in box 2. However, sole proprietors who
do not have an
EIN must enter their SSN in box 2. Use the same EIN
or SSN on Form 1096
that you use on Form 1097, 1098, 1099,
3921, 3922, 5498, or W-2G.
Box 3.
Enter the number of forms you are transmitting with this Form
1096.
Do not include blank or voided forms or the Form 1096 in your
total. Enter
the number of correctly completed forms, not the number
of pages, being
transmitted. For example, if you send one page of
three-to-a-page Forms
1098-E with a Form 1096 and you have
correctly completed two Forms
1098-E on that page, enter “2” in box
3 of Form 1096.
Box 4.
Enter the total federal income tax withheld shown on the
forms being
transmitted with this Form 1096.
Box 5.
No entry is required if you are filing Form 1098-T, 1099-A, or
1099-G.
For all other forms in the listing that follows, enter the total of the amounts
from the
specific boxes identified for each form.
Form W-2G
Box 1
Form 1097-BTC
Box 1
Form 1098
Boxes 1 and 6
Form 1098-C
Box 4c
Form 1098-E
Box 1
Form 1098-F
Box 1
Form 1098-Q
Box 4
Form 1099-B
Boxes 1d and 13
Form 1099-C
Box 2
Form 1099-CAP
Box 2
Form 1099-DA
Box 1f
Form 1099-DIV
Boxes 1a, 2a, 3, 9, 10, and 12
Form 1099-INT
Boxes 1, 3, 8, 10, 11, and 13
Form 1099-K
Box 1a
Form 1099-LS
Box 1
Form 1099-LTC
Boxes 1 and 2
Form 1099-MISC
Boxes 1, 2, 3, 5, 6, 8, 9, 10, and 11
Form 1099-NEC
Boxes 1 and 3
Form 1099-OID
Boxes 1, 2, 5, 6, and 8
Form 1099-PATR
Boxes 1, 2, 3, and 5
Form 1099-Q
Box 1
Form 1099-QA
Box 1
Form 1099-R
Box 1
Form 1099-S
Box 2
Form 1099-SA
Box 1
Form 1099-SB
Boxes 1 and 2
Form 3921
Boxes 3 and 4
Form 3922
Boxes 3, 4, and 5
Form 5498
Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a, and 14a
Form 5498-ESA
Boxes 1 and 2
Form 5498-QA
Boxes 1 and 2
Form 5498-SA
Box 1
Online fillable forms.
Forms 1097-BTC, 1098-C, 1098-MA, 1098-Q, 1099-
CAP, 1099-LTC, 1099-Q, 1099-QA, 1099-SA, 3922, 5498-ESA, 5498-QA,
and 5498-SA have been converted to online fillable PDFs. For more
information, see
Online fillable forms
in the current General Instructions for
Certain Information Returns.
