When to File Your 1096 Form

IRS Form 1096 is used to summarize the information return forms being filed to the IRS. You must use a different Form 1096 for each type of form you’re filing (i.e., one for 1099-MISC Form, one for 1099-DIV Forms, etc.).

Form 1096 is not required when e-filing, however when you e-file 1099 Forms with ExpressIRSForms, we’ll provide a 1096 Form that can be used for your records.

1099 Form 2016 Tax Year Filing Deadlines:

  • Recipient Copy Deadline: January 31, 2018
  • Paper Filing Deadline: February 28, 2018
  • E-filing Deadline: March 31, 2018

How to File Your 1096 Form

Form 1096 is only required when paper filing 1099 Forms.

E-filing Form 1096

When 1099 Forms are e-filed, there’s no need to submit Form 1096 to the IRS as well. When you e-file with an authorized e-filing agent like ExpressIRSForms, Form 1096 is automatically generated for you to keep for your records.

Paper Filing Form 1096

When 1099 Forms are paper filed to the IRS, Form 1096 is required to be submitted as well as the transmittal copy of your 1099 Forms. Form 1096 is paper filed based on your state. If your principal business or legal residence is in AL, AR, AZ, CT, DE, FL, GA, KY, LA, ME, MA, MS, NH, NJ, NM, NY, NC, OH, PA, RI, TX, VT, VA, WV, or outside of the US, mail it to:

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301.

Filers from other states, including the District of Columbia, mail Form 1096 to:

Department of the Treasury
Internal Revenue Service Center
Kansas City, MO 64999.

What Information is Required to File Form 1096?

The following information is required to be reported when filing IRS Form 1096:

  • Filer details (name, EIN, address, contact info)
  • The 1099 Form type for the return
  • Total number of accompanying 1099 Forms
  • Federal income tax withheld and total amount reported with Form 1096