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IRS Form 1096 - Annual Summary and Transmittal of U.S. Information Returns

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Form 1096 is used to summarize information that are being transmitted on another form to the IRS by the filer. Make sure to submit the most recent Form 1096 (2019).

The form_type parameter TAX_1096 is required to use the Upload PDF endpoint from this form type. To learn more about processing 1096 form type, see [processing 1096 forms] (https://www.ocrolus.com/supported-documents/irs-form-1096)

Field descriptions

The following fields are available on this form type:

JSON AttributeData TypeDescription
tax_1096-General:taxFormYearTextNumerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form.
tax_1096-General:nameTextOfficial name of the entity
tax_1096-General:streetAddress:addressLine1TextStreet address of the entity
tax_1096-General:streetAddress:cityTextCity of entity
tax_1096-General:streetAddress:stateTextState the applying entity resides in, Formatted as a 2 character state code
tax_1096-General:streetAddress:zipText5 digit zip code in which applying entity resides
tax_1096-General:contactPersonTextName of company point of contact regarding this tax form
tax_1096-General:telephoneNumberTextContact phone number. Formatted (XXX) XXX-XXXX
tax_1096-General:emailAddressTextContact email address. Formatted as [email protected]
tax_1096-General:faxNumberTextContact fax number. Formatted (XXX) XXX-XXXX
tax_1096-Line1Thru6:line1:employerIdentificationNumberText9 digit EIN
tax_1096-Line1Thru6:line2:socialSecurityNumberTextSocial Security number of entity contact. Formatted XXX-XX-XXXX
tax_1096-Line1Thru6:line3:totalNumberOfFormsTextNumber of forms enclosed as part of this tax document
tax_1096-Line1Thru6:line4:federalIncomeTaxWithheldMoneyAmount of federal income withheld from entity
tax_1096-Line1Thru6:line5:totalAmountReportedMoneyTotal amount reported by applying entity
tax_1096-Line1Thru6:line6:typeOfFormW-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 27One of the Values will be provided.
tax_1096-Signature:signatureText"Checked" / "Unchecked" representing if a signature was identified on the document
tax_1096-Signature:titleTextTitle of the signatory from the entity
tax_1096-Signature:dateSIGNEDNOT SIGNEDOne of the Values will be provided.

Sample Form

The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).

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 5 months ago