1096 Form 2020

Form 1096 is a simple IRS tax form you will use as a summary and transmittal form for certain information returns. For example, if you operate a small business and hired a contractor to do some work for you in which the payment exceeds $600, you are required to file a Form 1099-MISC to report income paid to them. You will issue a copy of this form to the contractor and the IRS.

While doing so, you will file a Form 1096 to summarize these information returns. Form 1099-MISC is just one of the forms that will make you file 1096. However, you are not required to file Form 1096 if you are filing electronically. Other than Forms 1099, you are going to be required to file 1096 for the following tax forms.

  • Forms 1097
  • Forms 1098
  • Forms 1099
  • Forms 3921
  • Forms 3922
  • Forms 5498
  • Form W-2G

The above IRS forms include all of its variations and such as Form 1099-LTD, G, INT, etc. The full list of the information returns can be found on Form 1096 PDF below along with the mailing addresses.

When to file Form 1096?

Even if you have a single Form 1099-MISC or any other information returns listed above, you are going to file Form 1096. If there are multiple types of information return you prepared, then you will file one for each. Therefore, for every information return prepared, you will submit a Form 1096 to the IRS.

As for when to file Form 1096, the same deadline as the information returns apply. So just like the deadline is February 28th for most tax documents that provide information to the IRS, you must file Forms 1096 before February 28th.

However, this comes down to the deadline for the information return rather than Form 1096. Let’s take Form W-2G as an example. The deadline to file Form W-2G is January 31st. In this case, you must file Form 1096 before January 31st, not February 28th. So there isn’t a set deadline to file Form 1096.

How to file Form 1096?

As mentioned, you are only required to file Form 1096 if the information returns are filed on paper. So you’re filing the above information returns electroincally makes you exempt from filing Form 1096, Annual Summary and Transmittal of U.S. Information Returns.

Once you know that you need to file Form 1096, the rest is easy. All you need to do file Form 1096 is to provide your personal information along with your Employer Identification Number and check the box for the information return you’re filing the 1096 for. Then, sign, seal and mail it to the IRS. Do not fold the Form 1096 when mailing to the IRS.

If you have multiple information returns you filed or going to file, you will mail a Form 1096 for each and every one of them. Not filing Form 1096 or late filing will bring some late penalties. The penalty for not filing Form 1096 ranges from $50 to $260.

Form 1096 PDF – Printable

Form 1096 IRS Mailing Address

StateMailing Address
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, WyomingDepartment 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, VirginiaDepartment of the Treasury
Internal Revenue Service Center
Austin, TX 73301
California, Connecticut, District of Columbia, Louisiana, Maryland, Pennsylvania, Rhode Island, West VirginiaDepartment of the Treasury
Internal Revenue Service Center
Ogden, UT 84201

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