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Form 1096
Annual Summary and Transmittal of U.S. Information Returns
 Print or type in your company name and street address exactly as they appear on the Form 1099-R(s) that will accompany the 1096.
Print or type in the name and phone number of your Plan Administrator as the “person to contact if the IRS needs more information.”
Box 1: Print or type in your company's tax ID number. (See your plan’s Adoption Agreement, page 1, item A4.)
Box 2: Leave blank.
Box 3: Number of 1099-R(s) you're sending in.
Box 4: Total of the amount(s) in Box 4 of the accompanying 1099-R(s).
Box 5: Total of the amount(s) in Box 1 of the accompanying 1099-R(s).
Mark off the box below “1099-R 98” to indicate the type of accompanying Form that's being filed.
Sign and date the Form.
That's it! |
