Government forms

Form 1096: Annual Summary and Transmittal of U.S. Information Returns

Cover sheet that summarizes paper information returns, such as Forms 1099, sent to the IRS. One Form 1096 is required for each type of form you file on paper.

2026 version

Source: Internal Revenue Service (IRS)

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Instructions for filling out Form 1096: Annual Summary and Transmittal of U.S. Information Returns

This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.

Who needs to fill out this document?

This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:

Small businesses filing a few 1099s on paper.
Bookkeepers sending paper information returns.
Nonprofits and landlords reporting payments.

What you will need before starting

Before filling out the interactive form, prepare the following details and documents:

1. Filer detailsName, address and TIN of the business filing.

2. Form typeWhich form is being transmitted, such as 1099-NEC or 1099-MISC.

3. Number of formsCount of forms attached of that type.

4. TotalsTotal federal income tax withheld and total amount reported.

Step-by-step filling process

Enter filer information: Name, address, TIN and contact person.
Mark the form type: Check one box only; use a separate 1096 for each form type.
Enter totals: Number of forms, total withholding and total amount reported.
Mail with Copy A: Send to the IRS address in the instructions based on your location.

Frequently Asked Questions (FAQ)

Do I need Form 1096 if I e-file?

No. It's only for paper filing.

Can I file Copy A printed from this PDF?

No. Copy A sent to the IRS (or SSA) must be the official red-ink scannable version or filed electronically. Printable copies are fine for recipients and your records. Businesses filing 10 or more information returns in a year must e-file.

Can I combine 1099-NEC and 1099-MISC on one 1096?

No. Each form type needs its own Form 1096.

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