Transmittal form used to summarize and send paper information returns (1099s, W-2Gs) to the IRS.
Form 1096 is a summary/transmittal form required when you file paper information returns with the IRS. It totals the number of forms and dollar amounts being submitted. You need a separate 1096 for each type of information return (e.g., one 1096 for all 1099-NECs, another for all 1099-MISCs). Form 1096 is NOT required when filing electronically.
Filing threshold: N/A — required whenever paper 1099s are filed
Paper Filing
February 28 (same as the underlying forms)
Electronic Filing
N/A — not required for electronic filing
Recipient Copy
N/A
Same as underlying forms if filed late
2024 penalty tiers: $60/form (≤30 days late) → $130/form (31 days–Aug 1) → $310/form (after Aug 1) → $630/form (intentional disregard). Small business caps may apply.
| Box | Description |
|---|---|
| Box 1 | Filer's name |
| Box 3 | Total number of forms |
| Box 4 | Federal income tax withheld |
| Box 5 | Total amount reported |
| Box 6 | Check applicable form type being transmitted |
Upload documents and let our 14-agent AI system extract data automatically — no manual entry.
File electronically via FIRE (Pub 1220) or IRIS — no paper, no postage, instant confirmation.
Verify taxpayer IDs before filing to avoid CP2100 notices and B-Notice requirements.
Automatically print and mail recipient copies via USPS with delivery tracking (Lob API).
Recipients access forms instantly through a secure, token-authenticated online portal.
File corrections or void forms electronically — no manual IRS correspondence needed.
No. Form 1096 is only required for paper filing. If you use TaxBlitz to eFile via FIRE or IRIS, you do not need Form 1096.
No. You must file a separate 1096 for each type of information return. For example, 1099-NEC and 1099-MISC each require their own 1096.
Sign up free, upload your data, and file in minutes — not hours.