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Reset Form Print Form MISSOURI DEPARTMENT OF REVENUE DIVISION OF TAXATION AND COLLECTION P O BOX 2200, JEFFERSON CITY, MO 65105-2200 FORM MO-96 ANNUAL SUMMARY AND TRANSMITTAL OF MISSOURI FORMS MO-99

How to fill out annual summary and transmittal

How to fill out an annual summary and transmittal:

1. Begin by gathering all the necessary information. This may include details about your business, such as its legal name, address, EIN (Employer Identification Number), and the number of employees you have.
2. Next, carefully review all the financial records for the year and determine the total wages paid to employees and the amount of federal income, social security, and Medicare taxes withheld.
3. Use Form W-3 to summarize this information. Fill in all the required fields, such as your business's name, EIN, and address. Include the total amount of wages paid and the total federal income, social security, and Medicare taxes withheld.
4. Attach copies of all the W-2 forms issued to employees throughout the year. Make sure they are organized and submitted in the correct order.
5. Double-check all the information entered on the form for accuracy and completeness. It's crucial to ensure there are no errors or missing details that could cause delays or penalties.
6. Sign and date the form as the employer, certifying that all the information provided is true and accurate.
7. Finally, keep a copy of the completed annual summary and transmittal for your records and submit the original to the appropriate tax authorities. Be mindful of any specific submission deadlines based on your business type and location.

Who needs the annual summary and transmittal:

1. Employers: Any business or organization that has employees and withheld federal income, social security, or Medicare taxes during the year is required to prepare and submit an annual summary and transmittal. This includes both for-profit and nonprofit entities, as well as government agencies.
2. Self-employed individuals with employees: If you are self-employed and have employees working for you, you are also responsible for filling out the annual summary and transmittal form. It is necessary to report the wages paid and taxes withheld for each employee.
3. Contractors who meet certain criteria: In some cases, individuals or businesses that hire independent contractors may need to provide a summary and transmittal if they meet specific requirements. However, it's essential to consult the relevant tax regulations or seek professional advice to determine if this applies to your situation.

Overall, the annual summary and transmittal form serve as a crucial document for employers to report employee wages and tax withholdings accurately. It ensures compliance with tax obligations and provides a comprehensive overview of the employer's payroll activity throughout the year.

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What is annual summary and transmittal?

Annual summary and transmittal is a form used by employers to report employee wages, taxes withheld, and other payroll information to the IRS.

Who is required to file annual summary and transmittal?

Employers who have employees and withhold federal income taxes, social security taxes, or Medicare taxes are required to file annual summary and transmittal.

How to fill out annual summary and transmittal?

Employers can fill out annual summary and transmittal either manually or electronically using the IRS website or approved software.

What is the purpose of annual summary and transmittal?

The purpose of annual summary and transmittal is to report employee wage and tax information to the IRS for tax purposes.

What information must be reported on annual summary and transmittal?

Annual summary and transmittal must include employee wages, federal income tax withheld, social security wages and tax withheld, Medicare wages and tax withheld, and other relevant payroll information.