Form 1096 is the summary and transmittal document used to send paper information returns — forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G — to the IRS for the 2025 tax year. It totals the number of forms you are submitting and the amounts reported on them. Always make sure you are using the correct version for the appropriate tax year.

Businesses and entities that file paper information returns with the IRS for the 2025 tax year. If you file those returns electronically, you do not need Form 1096.

Form 1096 is a summary and transmittal form used to submit paper information returns (such as 1099s) to the IRS for the 2025 tax year. It reports the total number of forms and the total amounts you are transmitting.

For most 2025 information returns, the paper Form 1096 is generally due by the end of February 2026. When Form 1096 accompanies forms 1099-NEC, it is due earlier — by January 31, 2026. Always confirm the current deadline in the IRS instructions.

This form is issued by the Internal Revenue Service (IRS), and our platform automatically provides a blank version for you—no separate download is required. Please note that Convert2 helps you fill out and download the form, but it does not support filing.

No, Form 1096 is not required if you are filing your 2025 information returns electronically.