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Escondido California Form 1096: What You Should Know

For a married filing a separate return, enter the filing status (e.g., Married Filing Jointly with an Excluded Spouse). If filing a single return, you may file in one of these two filing modes: You may enter in both the standard and the optional self-employment income method (if filing separately) You may enter in either Form W-2G, Supplemental Income Tax Return or a separate Form W-2G, Supplemental Income Tax Return, depending on your filing status. Enter the number in Box 2 of Form 1096. If filing a joint return, the optional self-employment income method is always the correct filing method. Form 1096 will provide you with the correct tax code, tax rate, the date for filing, a detailed explanation of the tax benefits, and an explanation of the tax withheld. To download paper Form 1096, click here. You may also download a PDF version of Form 1096 or print it out. To print a copy of the Form 1096 using the printer located inside the IRS building, choose the File tab and click Print Paper. IRS Form 1096: For further information about this form and its information return forms, visit the following IRS websites: IRS 1096: Publication 959 (PDF), IRS 1096 (PDF), IRS Forms 1094-B, 1099-B, 5498-B, W-2G and 1095, and other reference materials related to 1096. The PDF version of these forms can also be downloaded without using the links above. See the following IRS links for more: Note that the PDF versions of the forms will provide you with a complete summary and do not contain forms that are only required for a special return, such as Forms 1099 and 5498-B.

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