IRS Form 1096

Internal Revenue Service Form 1096, Annual Summary and Transmittal of U.S. Information Returns, is used to summarize the information returns of tax forms 1097, 1098, 1099, 3921, 3922, 5498, or W-2G by a company in the United States. The 1096 form only used when you file these mentioned tax returns by mail.

Using one 1096 form isn’t enough to cover all the types of returns you may be filing – instead, you need to complete and send one form 1096 for different tax return forms you’re submitting.