Form 1096 - Annual Summary and Transmittal of US Information Returns

Greg Hatfield Updated by Greg Hatfield

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 form.

For the latest information about developments related to Form 1096, such as legislation enacted after it was published, go to

See the 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