Form 1096, Annual Summary and Transmittal of US Information Returns, is the tax form used for reporting certain information returns filed during the tax year. The most common use of Form 1096 is to report Forms 1099, which are information returns that are filed for various reasons. If you’re operating a business, the chances are you filed 1099s, and even if it’s just a single copy, you must report it to the Internal Revenue Service using Form 1096.
Form 1096 2024 - 2025 Printable
You must mail Form 1096 along with the tax forms you’re filing. Although Form 1096 isn’t as complicated as other tax forms, there are a few things that you should be careful with when filing it.
First and foremost, you must file Form 1096 with the form that you’re filing it for. With that said, if you’re filing a Form 1099, you must file two copies and file a Form 1096. On Form 1096, you will detail the following.
YOUR
- Full Name
- Address
- Phone Number
- Email Address
- Employer Identification Number
- Social security Number
- Number of forms submitted with Form 1096
- Federal income tax withheld (from the form you’re filing it for)
As for obtaining the Form 1096, you can download or print it by using the buttons on the upper right corner of the form.
File Form 1096 online – fillable PDF
Fill out Form 1096 below if you’re going to mail it to the Internal Revenue Service. This doesn’t replace electronic filing as you’re essentially filling out a paper Form 1096 but online to print out a physical document later on.
It’s vital to differentiate this from e-filing tax forms as you need to work with a tax preparation service.
Know these before you file
Form 1096 may be a single tax form you need to submit to the Internal Revenue Service, but you’ll file more than one copy depending on the variety of the information returns you filed. For example, if you filed 1099-MISC and 1099-NEC, you need to file two copies of Form 1096 reporting each differently filed form. This doesn’t necessarily mean you’ll file as many Forms 1096 as the number of 1099s you filed. It depends on the variety, not the actual number of information returns.
Where to mail: Form 1096
| If the state you live is: | Mail Form 1096 to: |
|---|---|
| California, Connecticut, District of Columbia, Louisiana, Maryland, Pennsylvania, Rhode Island, West Virginia | Internal Revenue Service Austin Submission Processing Center P.O. Box 149213 Austin, TX 78714 |
| 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 | Department of the Treasury Internal Revenue Service Center P.O. Box 219256 Kansas City, MO 64121-9256 |
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 Austin Submission Processing Center P.O. Box 149213 Austin, TX 78714 |
Mail Form 1096 in separate envelopes with each information return you filed that needs to be sent to the IRS. Check the bottom right corner of each form you’re attaching to 1096 to see the correct copy to send to the Internal Revenue Service. Also, mail not only Form 1096 but any other tax document through USPS. Do not use any private delivery service.
How to file Form 1096
Form 1096 is a relatively straightforward tax form to file as its purpose is simple. Nevertheless, those who are filing it for the first time can greatly benefit from our guide on it. We’ve kept our instructions to file Form 1096 reasonably simple in a language everyone can understand without missing out on the small details.