# Form 1096

URL: https://pdf.net/pdf-forms/tax-forms/form-1096
Category: Tax Forms
Attributes: Trusted by lawyers

Form 1096 is used by individuals and entities to transmit various information returns to the IRS when they are sent in paper form.

## Versions

- 2025 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/71c31c87c13c9550facfafcbc10c233a893dae13.pdf)

## How to Fill Out the Form 1096

Step 1: Open Form 1096 in our editor.

Step 2: Enter your information (name, address, telephone number, email address).

Step 3: Add your federal income tax withheld and reported with Form 1096, according to the Form 1096 instructions.

Step 4: Mark the checkbox next to the form you’re submitting.

Step 5: Review and sign the document.

Step 6: Attach your main form to 1096 and send both to the IRS.

## Facts

### What Is the Form 1096?

Form 1096 is used to transmit specific paper forms, or more precisely, Forms 1097, 1098, 1099, 3921, 3922, 5498, W-2G, and their subtypes, to the IRS. However, it shouldn’t be filed when submitting these documents electronically.

### Who Is Required to Fill Out Form 1096?

The individual or entity that files any of the abovementioned forms and their subtypes must fill out Form 1096 when sending them by mail.

### When Is the Form 1096 Due?

Form 1096 is due at the same time as the main form. So, for example, it should be filed by February 28th with Forms 1097, 1098, 1099, 3921, 3922, and W-2G, by January 31st with Form 1099-NEC, and by May 31st with Forms 5498. If any of these dates fall on a weekend or a national holiday, the deadline is pushed to the next business day.

### What Are the Penalties for Not Submitting the Form 1096?

The consequence of not submitting Form 1096 is that the IRS will reject your information return as incorrect and potentially penalize you for late submission, even if you file it correctly afterward. These are the penalties you may face:

- $60 per information return if you file it within 30 days after the deadline
- $130 per information return if you file it more than 30 days after the deadline but before August 1st
- $340 per information return if you file it after August 1st, or don’t at all

### Where Do I File the Form 1096?

You should file Form 1096 with the IRS, along with the principal form that needs to be transmitted. The package should be sent to a designated address that depends on your location.

## Related forms

- [Form 1099](https://pdf.net/pdf-forms/tax-forms/1099-form)
- [Form 1099-NEC](https://pdf.net/pdf-forms/tax-forms/form-1099-nec)
- [1098-T Form](https://pdf.net/pdf-forms/tax-forms/1098-t-form)
- [W2 Form](https://pdf.net/pdf-forms/tax-forms/w2-form)
- [Form W-3](https://pdf.net/pdf-forms/tax-forms/form-w-3)