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ID Form 1096: What You Should Know

Box 8 — Enter your Social Security Number. There are four numbers you need: The Social Security Number entered in box 8 should have a hyphen between the Social Security Number and the two letter federal tax identification number. For example, S0. If your SSN has a hyphen in box 8, don't complete the last three boxes of Form 1096. Those boxes are for completing your 1099s and/or your 1098s. Fill them in without the hyphen. What to Do When You File Your Tax Return There are various rules to follow when you file your return for the year you received the tax information and for subsequent tax years. Generally, you should have a complete Form 6166 or 6166-EZ (PDF) if you have a return for the same year, or the return for the next year. The IRS will also let you file Form 5405 if you make the information return and the year you file it is a change year (this is true for the past three years). If you don't have a complete 1098-T or 5498-T form (including the original 1098-T or 5498-T and any amendments) for a period of three years, complete the form and send it to the IRS. The IRS will ask for the original Form 1098-T (or 5498-T or 1098-T for any change-year tax year), or 1038, Schedule C, or Form 4868 for the three years. If you don't file the original form of Schedule C or a schedule of itemized deductions or exemptions, or if you file Form 4868, the IRS may refer the matter to the appropriate tax agency or department and request the same items. Payment Options, Payment Before the Due Date If you receive payment before the due date of the return, the IRS will generally require a 1099 form as proof of payment. However, you can keep the 1099 form and have it certified by a bank. The IRS doesn't accept a check, money order, traveler's check, or electronic funds transfer (EFT) for payment. Check Form 1099 (PDF) to see if it is the proper form. If the form says “Non-Profit Corporation,” complete the form and send the certified check to the IRS for filing. If the form says Non-Profit Corporation, use Form 1120-C, U.S.

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