Form 1096 - Annual Summary And Transmittal Of U.s. Information Returns - 2014 Page 3
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Form 1096 (2014)
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
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,
Form 1099-B
Boxes 1d and 13
Washington, Wisconsin, Wyoming
Form 1099-C
Box 2
If your legal residence or principal place of business is outside the
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
Form 1099-H
Box 1
Transmitting to the IRS. Group the forms by form number and
transmit each group with a separate Form 1096. For example, if you
Form 1099-INT
Boxes 1, 3, 8, 10, and 11
must file both Forms 1098 and 1099-A, complete one Form 1096 to
Form 1099-K
Box 1a
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
Form 1099-OID
Boxes 1, 2, 5, 6, and 8
(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
1096.
Form 1099-Q
Box 1
Form 1099-R
Box 1
Box 1 or 2. Make an entry in either box 1 or 2; not both. Individuals
not in a trade or business must enter their social security number
Form 1099-S
Box 2
(SSN) in box 2; sole proprietors and all others must enter their
Form 1099-SA
Box 1
employer identification number (EIN) in box 1. However, sole
Form 3921
Boxes 3 and 4
proprietors who do not have an EIN must enter their SSN in box 2.
Form 3922
Boxes 3, 4, and 5
Use the same EIN or SSN on Form 1096 that you use on Forms 1097,
Form 5498
Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a,
1098, 1099, 3921, 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
2014 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.
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