Form 1096 (2020)
Page 2
Alaska, Colorado, Hawaii, Idaho,
Illinois, Indiana, Iowa, Kansas,
Michigan, Minnesota, Missouri,
Montana, Nebraska, Nevada, North
Dakota, Oklahoma, Oregon, South
Carolina, South Dakota, Tennessee,
Utah, Washington, Wisconsin, Wyoming
Internal Revenue Service Center
P.O. Box 219256
Kansas City, MO 64121-9256
California, Connecticut, District of
Columbia, Louisiana, Maryland,
Pennsylvania, Rhode Island,
West Virginia
Department of the Treasury
Internal Revenue Service Center
Ogden, UT 84201
If your legal residence or principal place of business is outside the United
States, file with the Internal Revenue Service, Austin Submission Processing
Center, P.O. Box 149213, Austin, TX 78741.
Transmitting to the IRS. Group the forms by form number and transmit
each group with a separate Form 1096. For example, if you must file both
Forms 1098 and 1099-A, complete one Form 1096 to transmit your Forms
1098 and another Form 1096 to transmit your Forms 1099-A. You need not
submit original and corrected returns separately. Do not send a form (1099,
5498, etc.) containing summary (subtotal) information with Form 1096.
Summary information for the group of forms being sent is entered only in
boxes 3, 4, and 5 of Form 1096.
Box 1 or 2. Enter your TIN in either box 1 or 2, not both. Individuals not in
a trade or business must enter their social security number (SSN) in box
2. Sole proprietors and all others must enter their employer identification
number (EIN) in box 1. However, sole proprietors who do not have an EIN
must enter their SSN in box 2. Use the same EIN or SSN on Form 1096
that you use on Form 1097, 1098, 1099, 3921, 3922, 5498, or W-2G.
Box 3. Enter the number of forms you are transmitting with this Form
1096. Do not include blank or voided forms or the Form 1096 in your total.
Enter the number of correctly completed forms, not the number of pages,
being transmitted. For example, if you send one page of three-to-a-page
Forms 1098-E with a Form 1096 and you have correctly completed two
Forms 1098-E on that page, enter “2” in box 3 of Form 1096.
Box 4. Enter the total federal income tax withheld shown on the forms
being transmitted with this Form 1096.
Box 5. No entry is required if you are filing Form 1098-T, 1099-A, or
1099-G. For all other forms in the listing that follows, enter the total of
the amounts from the specific boxes identified for each form.
Form W-2G Box 1
Form 1097-BTC Box 1
Form 1098 Boxes 1 and 6
Form 1098-C Box 4c
Form 1098-E Box 1
Form 1098-F Box 1
Form 1098-Q
Box 4
Form 1099-B Boxes 1d and 13
Form 1099-C Box 2
Form 1099-CAP Box 2
Form 1099-DIV Boxes 1a, 2a, 3, 9, 10, and 11
Form 1099-INT Boxes 1, 3, 8, 10, 11, and 13
Form 1099-K Box 1a
Form 1099-LS Box 1
Form 1099-LTC Boxes 1 and 2
Form 1099-MISC Boxes 1, 2, 3, 5, 6, 8, 9,10, and 13
Form 1099-NEC Box 1
Form 1099-OID Boxes 1, 2, 5, 6, and 8
Form 1099-PATR Boxes 1, 2, 3, and 5
Form 1099-Q Box 1
Form 1099-QA
Box 1
Form 1099-R Box 1
Form 1099-S Box 2
Form 1099-SA Box 1
Form 1099-SB
Boxes 1 and 2
Form 3921 Boxes 3 and 4
Form 3922 Boxes 3, 4, and 5
Form 5498 Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a,
and 14a
Form 5498-ESA Boxes 1 and 2
Form 5498-QA Boxes 1 and 2
Form 5498-SA Box 1
Corrected returns. For information about filing corrections, see the
2020 General Instructions for Certain Information Returns. Originals
and corrections of the same type of return can be submitted using
one Form 1096.