[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303992-105":53,"doc-detail-303992-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","form-1096-annual-summary-and-transmittal-of-us-information-returns-instructions","Form 1096 - Annual Summary and Transmittal of U.S. Information Returns - Instructions","","Form 1096 is used to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the Internal Revenue Service, providing an annual summary and transmittal. The instructions warn against printing and filing non-scannable copies downloaded from certain websites due to potential penalties. It explains scannable official ordering, required electronic filing via the FIRE system (and AIR program where applicable), and key compliance rules for who must file and when deadlines apply.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/form-1096-annual-summary-and-transmittal-of-us-information-returns-instructions/303992/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/form-1096-annual-summary-and-transmittal-of-us-information-returns-instructions/303992.png","ImageObject",442,249,{"name":88,"@type":89},"8796093062539","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is Form 1096 used for?","Question",{"text":108,"@type":109},"Form 1096 transmits paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS, along with an annual summary and transmittal.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Why is printing a downloaded copy of Form 1096 discouraged?",{"text":113,"@type":109},"Non-scannable copies are not acceptable; a penalty may be imposed if information return forms can’t be scanned.",{"name":115,"@type":106,"acceptedAnswer":116},"When must Form 1096 be filed?",{"text":117,"@type":109},"File Form 1096 by February 28, 2018 with Forms 1097/1098/1099/3921/3922/W-2G; Form 1099-MISC by January 31, 2018 for nonemployee compensation; and by May 31, 2018 with Forms 5498.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303992,1790192475,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":60,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":134,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":135,"faqs":136,"seo_title":137,"seo_description":61,"update_tm":138,"read_time":9},8796093062539,"Attention filers of Form 1096:  \nThis form is provided for informational purposes only. It appears in red, similar to the official IRS form. The official printed version of this IRS form is scannable, but a copy, printed from this website, is not. Do not print and file a Form 1096 downloaded from this website; a penalty may be imposed for filing with the IRS information return forms that can’t be scanned. See part O in the current General Instructions for Certain Information Returns, [available at](available at www.irs.gov/form1099)[ ](available at www.irs.gov/form1099)[www.irs.gov/form1099](available at www.irs.gov/form1099), for more information about penalties.  \nTo order official IRS information returns, which include a scannable Form 1096 for filing with the IRS, [visit](visit www.IRS.gov/orderforms. Click on)[ ](visit www.IRS.gov/orderforms. Click on)[www.IRS.gov/orderforms](visit www.IRS.gov/orderforms. Click on)[. Click on](visit www.IRS.gov/orderforms. Click on) Employer and Information Returns, and we’ll mail you the forms you request and their instructions, as well as any publications you may order.  \nInformation returns may also be filed electronically. To file electronically, you must have software, or a service provider, that will create the file in the proper format. More information can be found at:  \n• IRS Filing Information Returns Electronically (FIRE) system ([visit](visit www.IRS.gov/FIRE)[ ](visit www.IRS.gov/FIRE)[www.IRS.gov/FIRE](visit www.IRS.gov/FIRE)), or  \n• IRS Affordable Care Act Information Returns (AIR) program ([visit](visit www.IRS.gov/AIR)[ ](visit www.IRS.gov/AIR)[www.IRS.gov/AIR](visit www.IRS.gov/AIR)) . See IRS Publications 1141, 1167, and 1179 for more information about printing these tax forms.  \nDo Not Staple 6969  \n\n| Form 1096\u003Cbr>Department of the Treasury Internal Revenue Service |  |  | Annual Summary and Transmittal of\u003Cbr>U.S . Information Returns |  |  |  |  |  |  |  |  |  |  |  |  |  | OMB No. 1545-0108 |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | 2017 |  |  |  |\n| FILER'S name\u003Cbr>Street address (including room or suite number)\u003Cbr>City or town, state or province, country, and ZIP or foreign postal code |  |  |  |  |  |  |  |  |  |  |  |  |  | For Official Use Only |  |  |  |  |  |  |\n| Name of person to contact |  |  |  |  |  |  |  | Telephone number |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  | |  |  |  |  | |  |\n| Email address |  |  |  |  |  |  |  | Fax number |  |  |  |  |  |  |  |  |  |  |  |  |\n| 1 Employer identification number |  |  |  | 2 Social security number |  |  |  | 3 Total number of forms |  |  |  | 4 Federal income tax withheld $ |  |  | 5 Total amount reported with this Form 1096 $ |  |  |  |  |  |\n| 6 Enter an “X” in only one box below to indicate the type of form being filed. |  |  |  |  |  |  |  |  |  |  |  | 7 Form 1099-MISC with NEC in box 7, check . . . . . ▶  |  |  |  |  |  |  |  |  |\n| W-2G 32\u003Cbr>| 1097-BTC 50\u003Cbr>| 109881\u003Cbr>|  |  | 1098-C 78\u003Cbr>| 1098-E 84\u003Cbr>| 1098-Q 74\u003Cbr>|  | 1098-T 83\u003Cbr>| 1099-A 80\u003Cbr>| 1099-B 79\u003Cbr>|  | 1099-C 85\u003Cbr>| 1099-CAP 73\u003Cbr>| 1099-DIV 91\u003Cbr>| 1099-G 86\u003Cbr>|  | 1099-INT 92\u003Cbr>|  | 1099-K 10\u003Cbr>|\n| 1099-LTC 93\u003Cbr>| 1099-MISC 95\u003Cbr>| 1099-OID 96\u003Cbr>|  |  | 1099-PATR 97\u003Cbr>| 1099-Q 31\u003Cbr>| 1099-QA 1A\u003Cbr>|  | 1099-R 98\u003Cbr>| 1099-S 75\u003Cbr>| 1099-SA 94\u003Cbr>|  | 392125\u003Cbr>| 392226\u003Cbr>| 549828\u003Cbr>| 5498-ESA 72\u003Cbr>|  | 5498-QA 2A\u003Cbr>|  | 5498-SA 27\u003Cbr>|\n\nReturn this entire page to the Internal Revenue Service. Photocopies are not acceptable.  \n\n| Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true, correct, and complete.\u003Cbr>Signature▶ Title▶ Date▶ |  |  |\n| --- | --- | --- |\n| Instructions\u003Cbr>Future developments. For the latest information about de","cbCaifq6MMSpLzFt","https://ap.wps.com/l/cbCaifq6MMSpLzFt","pdf",113421,"English","# Key compliance warnings\n## Scannable copies and penalties\n# Filing methods\n## Paper filing via Form 1096\n## Electronic filing requirements (FIRE/AIR)\n# Purpose and forms included\n## Which forms are transmitted\n# Who must file and deadlines\n## Filing deadlines by form type","[{\"question\":\"What is Form 1096 used for?\",\"answer\":\"Form 1096 transmits paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS, along with an annual summary and transmittal.\"},{\"question\":\"Why is printing a downloaded copy of Form 1096 discouraged?\",\"answer\":\"Non-scannable copies are not acceptable; a penalty may be imposed if information return forms can’t be scanned.\"},{\"question\":\"When must Form 1096 be filed?\",\"answer\":\"File Form 1096 by February 28, 2018 with Forms 1097/1098/1099/3921/3922/W-2G; Form 1099-MISC by January 31, 2018 for nonemployee compensation; and by May 31, 2018 with Forms 5498.\"}]","Form 1096 - Annual Summary and Transmittal of U.S. Information Returns - Instructions | PDF",1789808778]