Form 1096 - Annual Summary And Transmittal Of U.s. Information Returns - 2012 Page 3

Download a blank fillable Form 1096 - Annual Summary And Transmittal Of U.s. Information Returns - 2012 in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form 1096 - Annual Summary And Transmittal Of U.s. Information Returns - 2012 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

2
Form 1096 (2012)
Page
Alaska, California, Colorado, District of
Form W-2G
Box 1
Columbia, Hawaii, Idaho, Illinois, Indiana,
Form 1097-BTC
Box 1
Iowa, Kansas, Maryland, Michigan,
Department of the Treasury
Form 1098
Boxes 1 and 2
Minnesota, Missouri, Montana,
Internal Revenue Service Center
Form 1098-C
Box 4c
Nebraska, Nevada, North Dakota,
Kansas City, MO 64999
Oklahoma, Oregon, South Carolina,
Form 1098-E
Box 1
South Dakota, Tennessee, Utah,
Form 1099-B
Boxes 2a and 7
Washington, Wisconsin, Wyoming
Form 1099-C
Box 2
If your legal residence or principal place of business is outside the
Form 1099-CAP
Box 2
United States, file with the Department of the Treasury, Internal
Form 1099-DIV
Boxes 1a, 2a, 3, 8, 9, and 10
Revenue Service Center, Austin, TX 73301.
Form 1099-H
Box 1
Transmitting to the IRS. Group the forms by form number and
Form 1099-INT
Boxes 1, 3, and 8
transmit each group with a separate Form 1096. For example, if you
Form 1099-K
Box 1
must file both Forms 1098 and 1099-A, complete one Form 1096 to
Form 1099-LTC
Boxes 1 and 2
transmit your Forms 1098 and another Form 1096 to transmit your
Form 1099-MISC
Boxes 1, 2, 3, 5, 6, 7, 8, 10, 13, and 14
Forms 1099-A. You need not submit original and corrected returns
Form 1099-OID
Boxes 1, 2, and 6
separately. Do not send a form (1099, 5498, etc.) containing summary
(subtotal) information with Form 1096. Summary information for the
Form 1099-PATR
Boxes 1, 2, 3, and 5
group of forms being sent is entered only in boxes 3, 4, and 5 of Form
Form 1099-Q
Box 1
1096.
Form 1099-R
Box 1
Box 1 or 2. Complete only if you are not using a preaddressed Form
Form 1099-S
Box 2
1096. Make an entry in either box 1 or 2; not both. Individuals not in a
Form 1099-SA
Box 1
trade or business must enter their social security number (SSN) in box
Form 3921
Boxes 3 and 4
2; sole proprietors and all others must enter their employer
Form 3922
Boxes 3, 4, and 5
identification number (EIN) in box 1. However, sole proprietors who do
Form 5498
Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a,
not have an EIN must enter their SSN in box 2. Use the same EIN or
and 14a
SSN on Form 1096 that you use on Forms 1097, 1098, 1099, 3921,
Form 5498-ESA
Boxes 1 and 2
3922, 5498, or W-2G.
Form 5498-SA
Box 1
Box 3. Enter the number of forms you are transmitting with this Form
1096. Do not include blank or voided forms or the Form 1096 in your
Final return. If you will not be required to file Forms 1097, 1098, 1099,
total. Enter the number of correctly completed forms, not the number
3921, 3922, 5498, or W-2G in the future, either on paper or
of pages, being transmitted. For example, if you send one page of
electronically, enter an “X” in the “final return” box.
three-to-a-page Forms 1098 with a Form 1096 and you have correctly
Corrected returns. For information about filing corrections, see the
completed two Forms 1098 on that page, enter “2” in box 3 of Form
2012 General Instructions for Certain Information Returns. Originals
1096.
and corrections of the same type of return can be submitted using
Box 4. Enter the total federal income tax withheld shown on the forms
one Form 1096.
being transmitted with this Form 1096.
Box 5. No entry is required if you are filing Form 1098-T, 1099-A, or
1099-G. For all other forms, enter the total of the amounts from the
specific boxes of the forms listed below.

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 3