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

Form 1096 (2013)

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

Minnesota, Missouri, Montana,

Internal Revenue Service Center

Form 1098

Boxes 1 and 2

Nebraska, Nevada, North Dakota,

Kansas City, MO 64999

Form 1098-C

Box 4c

Oklahoma, Oregon, South Carolina,

Form 1098-E

Box 1

South Dakota, Tennessee, Utah,

Washington, Wisconsin, Wyoming

Form 1099-B

Boxes 1d and 14

If your legal residence or principal place of business is outside the

Form 1099-C

Box 2

United States, file with the Department of the Treasury, Internal

Form 1099-CAP

Box 2

Revenue Service Center, Austin, TX 73301.

Form 1099-DIV

Boxes 1a, 2a, 3, 8, 9, and 10

Transmitting to the IRS. Group the forms by form number and

Form 1099-H

Box 1

transmit each group with a separate Form 1096. For example, if you

Form 1099-INT

Boxes 1, 3, and 8

must file both Forms 1098 and 1099-A, complete one Form 1096 to

Form 1099-K

Box 1

transmit your Forms 1098 and another Form 1096 to transmit your

Form 1099-LTC

Boxes 1 and 2

Forms 1099-A. You need not submit original and corrected returns

Form 1099-MISC

Boxes 1, 2, 3, 5, 6, 7, 8, 10, 13, and 14

separately. Do not send a form (1099, 5498, etc.) containing summary

(subtotal) information with Form 1096. Summary information for the

Form 1099-OID

Boxes 1, 2, and 8

group of forms being sent is entered only in boxes 3, 4, and 5 of Form

Form 1099-PATR

Boxes 1, 2, 3, and 5

1096.

Form 1099-Q

Box 1

Box 1 or 2. Complete only if you are not using a preaddressed Form

Form 1099-R

Box 1

1096. Make an entry in either box 1 or 2; not both. Individuals not in a

Form 1099-S

Box 2

trade or business must enter their social security number (SSN) in box

Form 1099-SA

Box 1

2; sole proprietors and all others must enter their employer

Form 3921

Boxes 3 and 4

identification number (EIN) in box 1. However, sole proprietors who do

Form 3922

Boxes 3, 4, and 5

not have an EIN must enter their SSN in box 2. Use the same EIN or

SSN on Form 1096 that you use on Forms 1097, 1098, 1099, 3921,

Form 5498

Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a,

3922, 5498, or W-2G.

and 14a

Box 3. Enter the number of forms you are transmitting with this Form

Form 5498-ESA

Boxes 1 and 2

1096. Do not include blank or voided forms or the Form 1096 in your

Form 5498-SA

Box 1

total. Enter the number of correctly completed forms, not the number

Final return. If you will not be required to file Forms 1097, 1098, 1099,

of pages, being transmitted. For example, if you send one page of

3921, 3922, 5498, or W-2G in the future, either on paper or

three-to-a-page Forms 1098 with a Form 1096 and you have correctly

electronically, enter an “X” in the “final return” box.

completed two Forms 1098 on that page, enter “2” in box 3 of Form

1096.

Corrected returns. For information about filing corrections, see the

2013 General Instructions for Certain Information Returns. Originals

Box 4. Enter the total federal income tax withheld shown on the forms

and corrections of the same type of return can be submitted using

being transmitted with this Form 1096.

one 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.

Form 1096 - Annual Summary And Transmittal Of U.s. Information Returns - 2013 Page 3

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