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

Form 1096 (2016)

Page

Form W-2G

Box 1

Alaska, California, Colorado, District of

Columbia, Hawaii, Idaho, Illinois, Indiana,

Form 1097-BTC

Box 1

Iowa, Kansas, Maryland, Michigan,

Department of the Treasury

Form 1098

Boxes 1 and 6

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 1098-Q

Box 4

Washington, Wisconsin, Wyoming

Form 1099-B

Boxes 1d and 13

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

Revenue Service Center, Austin, TX 73301.

Form 1099-CAP

Box 2

Form 1099-DIV

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

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

Form 1099-INT

Boxes 1, 3, 8, 10, 11, and 13

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

Form 1099-K

Box 1a

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

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

Form 1099-Q

Box 1

1096.

Box 1

Form 1099-QA

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-R

Box 1

(SSN) in box 2; sole proprietors and all others must enter their

Form 1099-S

Box 2

employer identification number (EIN) in box 1. However, sole

Form 1099-SA

Box 1

proprietors who do not have an EIN must enter their SSN in box 2.

Form 3921

Boxes 3 and 4

Use the same EIN or SSN on Form 1096 that you use on Forms 1097,

Form 3922

Boxes 3, 4, and 5

1098, 1099, 3921, 3922, 5498, or W-2G.

Form 5498

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

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

and 14a

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

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

Form 5498-ESA

Boxes 1 and 2

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

Form 5498-QA

Boxes 1 and 2

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

Form 5498-SA

Box 1

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

Corrected returns. For information about filing corrections, see the

1096.

2016 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 - 2016 Page 3

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