Get 1096

Filing Form 1096 is an important step for anyone transmitting information returns to the IRS. This guide provides clear, step-by-step instructions for completing the form online, ensuring you are informed and prepared for the process.

Follow the steps to complete your Form 1096 online.

1. Click the ‘Get Form’ button to access the form and open it in the online editor.
2. Begin by entering the filer’s name, followed by the street address, city or town, state or province, country, and ZIP or foreign postal code.
3. Provide the name of the person to contact, along with a telephone number, email address, and fax number.
4. In Box 1, enter your Employer Identification Number (EIN) or in Box 2, enter your Social Security Number (SSN), but do not fill both boxes.
5. In Box 3, enter the total number of information forms you are transmitting with this Form 1096. Do not include any blank or voided forms.
6. For Box 4, indicate the total federal income tax withheld shown on the forms you are submitting.
7. In Box 5, if applicable, enter the total amount reported along with this Form 1096, based on the specific requirements of the forms you are filing.
8. In Box 6, check only one box to indicate the type of forms you are transmitting, using the appropriate code.
9. After completing all relevant sections, review the form for accuracy, then save your changes. You may also choose to download, print, or share the completed form.

Complete your documents online to ensure compliance and accuracy.