Form preview

Get the free Form 1096

Get Form
Use this form to transmit paper Forms 1099, 1098, 5498, and W-2G to the Internal Revenue Service. The form must be printed using special paper and inks, and certain specifications must be followed.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 1096

Edit
Edit your form 1096 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 1096 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 1096 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit form 1096. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 1096

Illustration

How to fill out Form 1096

01
Gather all the forms that you need to summarize, such as Forms 1099.
02
Fill in your name, address, and the telephone number in the appropriate fields.
03
Enter the taxpayer identification number (TIN) in the designated box.
04
Specify the total number of forms you are submitting in box 1.
05
Total the amount of payments reported on the attached Forms 1099 in box 2.
06
Indicate the kind of forms being filed (e.g., 1099-MISC, 1099-INT) in box 3.
07
Certify the information by signing and dating the form in the appropriate section.

Who needs Form 1096?

01
Businesses and organizations that have issued certain types of 1099 forms to report payments made to non-employees, such as contractors or freelancers.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.9
Satisfied
30 Votes

People Also Ask about

Can you handwrite 1096 tax forms? Yes, it is possible to handwrite Form 1096. However, the handwriting must be clear. It is highly recommended to print your answers for legibility and to ensure greater accuracy.
It appears in red, similar to the official IRS form. The official printed version of this IRS form is scannable, but a copy, printed from this website, is not. Do not print and file a Form 1096 downloaded from this website; a penalty may be imposed for filing with the IRS information return forms that can't be scanned.
Form 1096 is used to transmit paper Forms 1099 to the Internal Revenue Service. Do not use Form 1096 to transmit electronically. If you want to e-file 1099 forms (1099-MISC, 1099-INT, 1099-DIV or 1099R) then you can use our 1099 software along with the 1099 e filing option (W2 Mate Option #4 – Electronic Filing) .
In addition to online resources and IRS offices, there are other authorized distribution channels where you may be able to obtain the 1096 form. These channels can include local post offices, public libraries, and tax preparation service providers.
Please note that Copy B and other copies of this form, which appear in black, may be downloaded and printed and used to satisfy the requirement to provide the information to the recipient. If you have 10 or more information returns to file, you may be required to file e-file.
Form 1096 is a tax form filed on behalf of businesses with the United States Internal Revenue Service (IRS) to accompany forms filed to report non-employee income. It summarizes the information in Forms 1097, 1098, 1099, 3921, 3922, 5498, and Form W-2G. Form 1096 is only required if you're filing your return by mail.
Yes, it is permissible to submit handwritten forms.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Form 1096 is an annual summary and transmittal form that is used for reporting various types of information returns to the Internal Revenue Service (IRS) in the United States.
Entities that file paper information returns such as Forms 1099, 1098, or other specified forms are required to file Form 1096 to summarize these returns.
To fill out Form 1096, provide the name, address, and taxpayer identification number of the filing entity, the total number of forms being submitted, the total amount reported, and the type of forms being transmitted. Ensure that all sections are completed accurately.
The purpose of Form 1096 is to summarize and transmit paper information returns to the IRS, facilitating the reporting process for various income types.
Form 1096 must report the name and address of the filer, the total number of forms being submitted, the total dollar amount reported on those forms, and the type of forms transmitted.
Fill out your form 1096 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.