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6969 DO NOT STAPLE OMB No. 1545-0108 Form Annual Summary and Transmittal of U.S. Information Returns 1096 Department of the Treasury Internal Revenue Service A T T A C H I R S 96 FILER S name Street
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Annual summary and transmittal refers to the IRS form 1096, which is used to summarize and transmit information returns such as forms 1099, 1098, and W-2G to the IRS.
Any person or business that is required to file information returns such as forms 1099, 1098, and W-2G must also file annual summary and transmittal form 1096.
To fill out annual summary and transmittal form 1096, you need to provide your name, address, and taxpayer identification number, as well as a summary of the information returns being transmitted.
The purpose of annual summary and transmittal is to provide the IRS with a summary of the information returns being filed, along with the necessary taxpayer identification information.
On annual summary and transmittal form 1096, you must report the total number of forms being transmitted, the total amount reported on these forms, and other relevant details such as federal income tax withheld.
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