What is Form 1096 and how is it filed?
2.2k views | Last modified 2/1/2021 2:21:10 PM EST

Applicable To
Form 941 Form 1099 / W-2 Form 2290

Form 1096 (Annual Summary and Transmittal of U.S. Information Returns) is a summary form filed along with Form 1099-MISC and 1099-NEC.

Form 1096 is not required when you e-file your Form 1099-MISC or 1099-NEC. However, ExpressEfile will generate Form 1096 for your records.

Please note that if you paper file Form 1099-MISC or 1099-NEC, you must file Form 1096.

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