Form 1096, Annual Summary and Transmittal of U.S. Information Returns Instructions
This form contains 46 fields organized into 4 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Checkboxes | ||
| W-2G 32 | CheckBox |
Check this box to indicate the type of form being filed
|
| 1097-BTC 50 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1098 81 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1098-C 78 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1098-E 84 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1098-F 03 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1098-T 83 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1098-Q 74 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-A 80 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-B 79 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-C 85 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-CAP 73 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-DIV 91 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-G 86 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-INT 92 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-K 10 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-LS 16 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-LTC 93 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-NEC 71 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-MISC 95 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-OID 96 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-PATR 97 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-Q 31 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-QA 1A | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-R 98 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-S 75 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-SA 94 | Checkbox |
Check this box to indicate the type of form being filed
|
| 1099-SB 43 | Checkbox |
Check this box to indicate the type of form being filed
|
| 3921 25 | Checkbox |
Check this box to indicate the type of form being filed
|
| 3922 26 | Checkbox |
Check this box to indicate the type of form being filed
|
| 5498 28 | Checkbox |
Check this box to indicate the type of form being filed
|
| 5498-ESA 72 | CheckBox |
Check this box to indicate the type of form being filed
|
| 5498-QA 2A | Checkbox |
Check this box to indicate the type of form being filed
|
| 5498-SA 27 | Text |
Check this box to indicate the type of form being filed
|
| Contact Information | ||
| Name of person to contact | Text |
Enter the name of the person to contact regarding this form. This should be someone who can answer questions about the information provided.
|
| Telephone number | Text |
Enter the telephone number of the contact person. This should be a number where the contact person can be reached during business hours.
|
| Fax number | Text |
Enter the fax number of the contact person. This should be a number where the contact person can receive faxes.
|
| Filer Information | ||
| FILER'S name | Text |
Enter the name of the filer. This is the entity or individual responsible for submitting the form.
|
| Street address (including room or suite number) | Text |
Enter the Street address (including room or suite number)
|
| City or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the City or town, state or province, country, and ZIP or foreign postal code
|
| Email address | Text |
Enter the Email address of the filer. This should be the mailing address where the filer can receive correspondence.
|
| 1 Employer identification number | Text |
Enter the Employer Identification Number (EIN) of the filer. This is a unique number assigned to the filer by the IRS.
|
| 2 Social security number | Text |
Enter the Social Security Number (SSN) of the filer. This is a unique number assigned to the filer by the Social Security Administration.
|
| Form Details | ||
| 3 Total number of forms | Text |
Enter the total number of forms being transmitted with this Form 1096. This includes all the forms listed in the description.
|
| 4 Federal income tax withheld | Text |
Enter the total amount of federal income tax withheld as reported on the forms being transmitted with this Form 1096.
|
| 5 Total amount reported with this Form 1096 | Text |
Enter the total amount reported with this Form 1096. This is the sum of all amounts reported on the forms being transmitted.
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