Get Irs 1096 2024-2026

Filing the IRS 1096 form is essential for transmitting certain information returns to the Internal Revenue Service. This guide provides step-by-step instructions on how to complete the form online, ensuring a smooth and compliant filing process.

Follow the steps to effectively complete your IRS 1096 form online.

1. Click the ‘Get Form’ button to access the IRS 1096 form and open it for editing.
2. In the first section, enter the filer’s name, street address (including unit number), city or town, state or province, and ZIP code. Ensure that the information matches what is on your other tax forms.
3. Input the Employer Identification Number (EIN) or Social Security Number (SSN) in box 1 or box 2, respectively, ensuring not to fill both. Sole proprietors should enter their EIN in box 1, while individuals not in business should provide their SSN in box 2.
4. In box 3, indicate the total number of information returns you are filing with form 1096. Do not include any blank forms or the 1096 itself in this count.
5. Enter the total federal income tax withheld in box 4, which reflects the total amount from the forms being submitted.
6. For box 5, report the total amount stated on forms checked in box 6. Ensure to leave this blank if you are filing forms like 1098-T, 1099-A, or 1099-G.
7. In box 6, mark an 'X' in the box corresponding to the type of forms you are filing (e.g., W-2G, 1099-NEC). Ensure you only check one box.
8. Sign and date the form at the bottom, confirming the accuracy of the information provided.
9. Once you have completed all the sections, you may save the changes, download, print, or share the form as needed.

Complete your IRS 1096 form online today to ensure your information returns are filed accurately and on time.