Form 1096 - Annual Summary and Transmittal of US Information Returns

Greg Hatfield Updated by Greg Hatfield

Payroll System now supports the current year Form 1096 and several prior year forms. This is because the IRS has converted most of the 1098/1099 forms into continuous use forms. They have a Calendar year field so that the user can specify the tax year, including a prior year. But since Form 1096 is specific for a tax year, we have included several prior year forms to support prior year filing. Be sure to use the red forms that match the tax year you are filing, or you may file electronically.

Form 1096 is used to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS. The form is a summary of the individual forms.

For further information:

See the instructions on the 2022 form.

Also see the instructions on the 2023 form.

For the latest information about developments related to Form 1096, such as legislation enacted after it was published, go to www.irs.gov/Form1096.

See the 2022 1098/1099 General Instructions.

Also see the 2023 1098/1099 General Instructions.

Data entered into the various 1098, 1099, and W-2G Forms for the current client may be imported by making the desired form selection from the Import/Utilities menu.

Printing data on the RED Form may require data alignment. Select Align Red Form Data from the File menu to access the alignment screen. Enter positive values to shift the data to the right or down. Enter negative values to shift the data to the left or up. Select Save Alignment when the data is correctly positioned on the form. The saved alignment setting will be used for all new files.

How did we do?

DE W3 - CSV File Upload Instructions

Form 1098 - Mortgage Interest Statement

Contact