Where to Mail 1096 Misc Forms
If you submit paper returns to us, they must be sent to the following address. But what exactly is IRS Form 1096? Does your company need to file Form 1096 with the IRS? And if so, how do you fill out the form and when do you have to file it with the IRS? If you find that you have made an error in your 1096 or information return, you must correct it immediately with the IRS and the non-IRS recipient. Detailed instructions can be found on the General instructions for returning certain information website. If you choose to file electronically, you can easily outsource your tax processes to software, service providers or other accountants who will work with you or file entirely on your behalf. Even if you have to pay all the associated costs to work with these services or professionals, you have much more certainty about your tax forms and you have time to invest in other parts of your business. There are seven types of information returns that a Form 1096 must attach to when you submit your paper forms by mail, including: IRS Form 1096 should only be filed if you submit any of the above information by mail. If you file Form 1096 with Forms 1097, 1098, 3921, 3922, or W-2G, the deadline is March 31. Each Form 1099, 1097, 1098, 3921, 3922, 5498, 8935, and W-2G that you submit to the IRS must be accompanied by its own cover page of Form 1096. Since each form needs its own 1096, there should be only one “X” sign in box 6 on each 1096 you submit. Also, keep in mind that if you need to file 250 or more copies of Form 1096, you will need to do so electronically. Failure to do so may result in an IRS penalty.
Before you can start filling out IRS Form 1096, you`ll need to fill out the required information for your business, whether it`s your 1099-MISC forms or one of the other forms listed above. Information about these returns, as well as the number of reports and the different versions you submit, is relevant to completing Form 1096. If you`re a small business owner, chances are you`re primarily using Form 1096 to file a version of Form 1099. According to the IRS, people who file 1099s electronically do not need to file an accompanying 1096. Enter general information such as name and full address (city, state, country, zip code, or foreign zip code) in the File Server section. You must also provide contact information: name, phone number, fax number, and email address. Before sending returns, make sure you have saved copies for your records in case you need them later for financial planning or business audit. After you create your own copies, you can send the original versions to the specified IRS address and send the forms in a flat mail. The due date for most of these reports is February 28, with the exception of Form 1099-MISC to report NEC, which has a deadline of January 31, and Form 5498, which has a deadline of June 1. The IRS will consider the deadline met as long as the form is properly addressed and mailed no later than the due date. Do not file Form 1096 if you are submitting information electronically. And if you need to submit 250 or more returns of a certain type of return, e-filing is mandatory.
The first part, including fields 1 through 5, asks you for basic information such as your name, address, contact information, employer identification number, and the total number of 1,096 forms you submit to the IRS this year. If you don`t have an employer identification number, write down your Social Security number instead. After completing field 5, proceed to field 6. In box 6, you will be asked to indicate the information you are returning by marking an “x” in the appropriate place. So when filing Form W-2G, mark an “x” in the first field of the line. Remember that you only mark an “x” in this area. If you file multiple types of information returns, file a separate IRS Form 1096 for each. No. In order for the IRS to process Form 1096, you must file a scannable version of the document, which you must order in advance from the IRS.