IRS Form 1096 - Annual Summary and Transmittal of U.S. Information Returns
Form 1096 is used to summarize information that is being transmitted on another form to the IRS by the filer. Make sure to submit the most recent Form 1096 (2019).
To use the Upload PDF endpoint for this document, you must use TAX_1096 in the form_type parameter. To learn more about this document processing, see processing 1096 forms.
Field descriptions
The following fields are available on this form type:
| JSON Attribute | Data Type | Description |
|---|---|---|
tax_1096-General:taxFormYear | Text | Numerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form. |
tax_1096-General:name | Text | Official name of the entity |
tax_1096-General:streetAddress:addressLine1 | Text | Street address of the entity |
tax_1096-General:streetAddress:city | Text | City of entity |
tax_1096-General:streetAddress:state | Text | State the applying entity resides in, Formatted as a 2 character state code |
tax_1096-General:streetAddress:zip | Text | 5 digit zip code in which applying entity resides |
tax_1096-General:contactPerson | Text | Name of company point of contact regarding this tax form |
tax_1096-General:telephoneNumber | Text | Contact phone number. Formatted (XXX) XXX-XXXX |
tax_1096-General:emailAddress | Text | Contact email address. Formatted as [email protected] |
tax_1096-General:faxNumber | Text | Contact fax number. Formatted (XXX) XXX-XXXX |
tax_1096-Line1Thru6:line1:employerIdentificationNumber | Text | 9 digit EIN |
tax_1096-Line1Thru6:line2:socialSecurityNumber | Text | Social Security number of entity contact. Formatted XXX-XX-XXXX |
tax_1096-Line1Thru6:line3:totalNumberOfForms | Text | Number of forms enclosed as part of this tax document |
tax_1096-Line1Thru6:line4:federalIncomeTaxWithheld | Money | Amount of federal income withheld from entity |
tax_1096-Line1Thru6:line5:totalAmountReported | Money | Total amount reported by applying entity |
tax_1096-Line1Thru6:line6:typeOfForm | W-2G 321097-BTC 501098 811098-C 781098-E 841098-F 031098-Q 741098-T 831099-A 801099-B 791099-C 851099-CAP 731099-DIV 911099-G 861099-INT 921099-K 101099-LS 161099-LTC 931099-MISC 951099-NEC 711099-OID 961099-PATR 971099-Q 311099-QA 1A1099-R 981099-S 751099-SA 941099-SB 433921 253922 265498 285498-ESA 725498-QA 2A5498-SA 27 | One of the Values will be provided. |
tax_1096-Signature:signature | Text | "Checked" / "Unchecked" representing if a signature was identified on the document |
tax_1096-Signature:title | Text | Title of the signatory from the entity |
tax_1096-Signature:date | SIGNEDNOT SIGNED | One of the Values will be provided. |
Sample document
Coming soon...
Sample JSON result
{
"form_type": "TAX_1096",
"pk": 4581150,
"form_config_pk": 1392,
"raw_fields": {
"tax_1096-General:taxFormYear": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "2019"
},
"tax_1096-General:filerName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "SAM BOBLEY"
},
"tax_1096-General:streetAddress:addressLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "101 GREENWICH STREET FLOOR 23"
},
"tax_1096-General:streetAddress:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "NEW YORK"
},
"tax_1096-General:streetAddress:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "NY"
},
"tax_1096-General:streetAddress:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "10006"
},
"tax_1096-General:contactPerson": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "SAM BOBLEY"
},
"tax_1096-General:telephoneNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "(646) 850-9090"
},
"tax_1096-General:emailAddress": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "[email protected]"
},
"tax_1096-General:faxNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "(012) 345-6789"
},
"tax_1096-Line1Thru6:line1:employerIdentificationNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "12-3456789"
},
"tax_1096-Line1Thru6:line2:socialSecurityNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "123-45-6789"
},
"tax_1096-Line1Thru6:line3:totalNumberOfForms": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "1"
},
"tax_1096-Line1Thru6:line4:federalIncomeTaxWithheld": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "26000.00"
},
"tax_1096-Line1Thru6:line5:totalAmountReported": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "1000000.00"
},
"tax_1096-Line1Thru6:line6:typeOfForm": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "W-2G 32"
},
"tax_1096-Signature:signature": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "SIGNED"
},
"tax_1096-Signature:title": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "CEO"
},
"tax_1096-Signature:date": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63082372,
"source_filename": "f1096-Sample 2.pdf",
"value": "01/01/2020"
}
},
"tables": []
}
Updated 9 months ago