Things You'll Need:
- Corrected or forgotten forms reported or not reported on original Form 1096 (W-2, 1099s or any other forms reported on a 1096)
- 1096 Form
- Publication 1220
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Step 1
Fill out the 1096 reporting only new information about forgotten returns or corrected returns (See Resource). Do not refile any previous forms unless they are a correction. Submit the new 1096 with amounts of the additional and corrected forms. For instance, if you reported federal tax on one W-2 Form as $45 and it was really $47, you will write $2 in the federal tax box, not $47. For a list of all forms that are recorded with a 1096, see Publication 1220 page 11.
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Step 2
Submit appropriate forgotten forms (5498, 3922, 3921, 1099, 1098 or W-2G) as originals with the new 1096.
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Step 3
Enter your personal and business information exactly the same as on the original 1096. Make sure your account number is the same.
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Step 4
Contact the IRS/ECC-MTB at 800-455-7438 if you mistakenly file duplicate forms that were not corrected or new filings.
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Step 5
Attach corrected forms (5498, 3922, 3921, 1099, 1098 or W-2G) to the 1096 and submit to the address listed. Do not send to the IRS. The corrected and newly reported forms along with the 1096 form must be sent to the Social Security Administration as you did with the original 1096 Form.
