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Federal Annual Summary and Transmittal of U.S. Information Returns
Extracted from PDF file 2023-federal-form-1096.pdf, last modified April 2023Annual Summary and Transmittal of U.S. Information Returns
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 Form 6969 1096 OMB No. 1545-0108 Annual Summary and Transmittal of U.S. Information Returns Department of the Treasury Internal Revenue Service 2023 FILER’S name Street address (including room or suite number) City or town, state or province, country, and ZIP or foreign postal code For Official Use Only Name of person to contact Telephone number Email address Fax number 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 1099-LS 16 1097-BTC 50 1098 81 1098-C 78 1098-E 84 1098-F 03 1099-LTC 1099-MISC 1099-NEC 1099-OID 1099-PATR 93 95 71 96 97 1098-Q 74 1098-T 83 1099-A 80 1099-B 79 1099-C 85 1099-CAP 73 1099-Q 31 1099-QA 1A 1099-R 98 1099-S 75 1099-SA 94 1099-SB 43 3921 25 1099-DIV 91 1099-G 86 3922 26 5498 28 1099-INT 92 1099-K 10 5498-ESA 5498-QA 72 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 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. Reminder. You may be required to electronically file (e-file) information returns. Go to www.irs.gov/inforeturn for e-file options. Also, see part F in the 2023 General Instructions for Certain Information Returns. Title Date 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. Purpose of form. Use this form to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS. * Leap years do not impact the due date. See Announcement 91-179, 1991-49 I.R.B. 78, for more information. Caution: Form 5498-QA can be filed on paper only, regardless of the number of returns. 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. Where To File 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. 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 2023 General Instructions for Certain Information Returns. Cat. No. 14400O Form 1096 (2023) Page 2 Form 1096 (2023) 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 2023 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 Form 1097-BTC Form 1098 Form 1098-C Form 1098-E Form 1098-F Box 1 Box 1 Boxes 1 and 6 Box 4c Box 1 Box 1 Form 1098-Q Form 1099-B Form 1099-C Form 1099-CAP Form 1099-DIV Form 1099-INT Form 1099-K Form 1099-LS Form 1099-LTC Form 1099-MISC Form 1099-NEC Form 1099-OID Form 1099-PATR Form 1099-Q Form 1099-QA Form 1099-R Form 1099-S Form 1099-SA Form 1099-SB Form 3921 Form 3922 Form 5498 Form 5498-ESA Form 5498-QA Form 5498-SA Box 4 Boxes 1d and 13 Box 2 Box 2 Boxes 1a, 2a, 3, 9, 10, and 12 Boxes 1, 3, 8, 10, 11, and 13 Box 1a Box 1 Boxes 1 and 2 Boxes 1, 2, 3, 5, 6, 8, 9, 10, 11, and 14 Box 1 Boxes 1, 2, 5, 6, and 8 Boxes 1, 2, 3, and 5 Box 1 Box 1 Box 1 Box 2 Box 1 Boxes 1 and 2 Boxes 3 and 4 Boxes 3, 4, and 5 Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a, and 14a Boxes 1 and 2 Boxes 1 and 2 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, and 5498-SA have been converted to online fillable PDFs. For more information, see Online fillable forms in the 2023 General Instructions for Certain Information Returns.
2023 Form 1096
More about the Federal Form 1096 Corporate Income Tax TY 2023
We last updated the Annual Summary and Transmittal of U.S. Information Returns in January 2024, so this is the latest version of Form 1096, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 1096 directly from TaxFormFinder. You can print other Federal tax forms here.
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TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form 1040 | U.S. Individual Income Tax Return |
| 1040 (Schedule B) | Interest and Ordinary Dividends |
| Form W-3 | Transmittal of Wage and Tax Statements |
| Form 941 | Employer's Quarterly Federal Tax Return |
| Form 1120-H | U.S. Income Tax Return for Homeowners Associations |
View all 775 Federal Income Tax Forms
Form Sources:
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 1096 from the Internal Revenue Service in January 2024.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of Federal Form 1096
We have a total of thirteen past-year versions of Form 1096 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2011 Form 1096
2012 Form 1096
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