Get Form 1096 - Pro Systems

Filling out Form 1096 is essential for transmitting various types of U.S. information returns to the Internal Revenue Service. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out Form 1096 correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the filer’s name in the designated field. This should match the name used on the information returns being sent.
3. Input the street address of the filer, including any room or suite number, in the appropriate section.
4. Fill in the city, state, and ZIP code for the filer’s address.
5. If not using a preprinted label, complete either box 1 or box 2 with the identification number you used for the information returns. If you are a sole proprietor without an employer identification number, enter your social security number in box 2.
6. Provide the name and contact details of a person who can respond to inquiries from the IRS.
7. Indicate the total number of forms being transmitted in box 3. Ensure this number reflects the correctly completed forms sent.
8. In box 4, enter the total federal income tax withheld, as indicated on the forms being submitted.
9. If applicable, mark the box indicating it is your final return.
10. Sign the form in the designated signature area and provide your title below your signature.
11. Review all entered information for accuracy before submitting your form. Save changes, download, print, or share the completed form as needed.

Complete your Form 1096 online today for a seamless filing experience.