401kfedforms
Form 1096 Samples and Instructions
- On-line "Point-and-Click" Fedform Instructions - Form 1096, (for finding information within your 401(k) software)
- Printable Fedform Instructions - Form 1096
On-line "Point-and-Click" Instructions
Page 1 of 1
Form 1096: Annual Summary and Transmittal of U.S. Information Returns
Click on the highlighted section of the below IRS Form or Schedule to access instructions on where to find the information within your 401k software and companion materials -- or click on the II. Details, above, to view (or print) a text only page of 401k FedForms instructions for the IRS Form or Schedule.
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.)
Print or type in your company's tax ID number. (See your plan's Adoption Agreement, page 1, item A4.)
Box 2:
Leave blank.
Leave blank.
Box 3:
Number of 1099-R(s) you're sending in.
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).
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).
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.
Printable Fedform Instructions
Page 1 of 1
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!