IRS Form 1096 Instructions

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Form 1096 Instructions

These instructions reference the following reports and documents from your 401k software and companion materials:

• None. All you need are any 1099-Rs you're filing with the IRS; the 1099-Rs contain all the information you need to complete Form 1096.

IRS Form 1096 Annual Summary and Transmittal of U.S. Information Returns is a sort of cover page to any Form 1099-Rs being filed.

Use Form 1099-R to report per-distribution information, such as the recipient's name and distribution amount.

Use Form 1096 to give the IRS summary information, such as the number of 1099-Rs being filed and contact information for your 401k plan administrator.

This one page form is due to the IRS by February 28 of each year as an accompaniment to any Form 1099-Rs being filed.

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401k FedForms presents its information in two formats:

You can click on any highlighted area of any IRS Form or Schedule pictured herein to call up the information on where within your 401k software to find the requested information.

You can choose to view text-only instructional pages. These pages contain only a small graphical representation of the particular IRS Form or Schedule but list all 401k FedForms instructions regarding that Form or Schedule on a single page. Because information is not "hidden" within popup windows, the text-only pages are recommended for user's who prefer to download or print out the instructions rather than view them while online.

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