Filing Form 1096 and Form W-3 with TaxBandits

Forms 1096 and W3 are not required when e-filing. Learn more!

The tax season is here and like the TaxBandits team, you are busy with year-end forms! To help your e-filing process move smoothly and efficiently, we are tackling some of the most frequently asked questions that our support team has been receiving lately!

Many of our clients have asked about filing the transmittal forms 1096 and W-3 when e-filing with TaxBandits. Here’s what you need to know!

What are Forms 1096 and W-3?

These forms must be attached to your 1099s and W-2s if you paper file them with the IRS/SSA. 

Form 1096 is the transmittal form for Forms 1099

Form W-3 is the transmittal form for Form W-2

Are Forms 1096 and W-3 required for e-filing? 

No, this is one of the many reasons that e-filing is simpler and faster than mailing in paper forms!  When you file electronically, Forms 1096 and W-3 are not required, so this is one less step between you and successful filing!

What if I want Forms 1096 and W-3 for my records? 

No problem! TaxBandits has you covered. You can easily download and print these forms for your records. Remember, TaxBandits keeps your forms on file for up to 5 years! 

To download Forms 1096 or W-3, simply navigate to the 1099/W2 tab in your TaxBandits account. Select either Form 1099 or Form W-2 to view the forms that you have transmitted to the IRS. In the upper right-hand corner, you will see the option to either “Download Form W-3” or “Download Form 1096”. Click here to download these Forms. 

Check out this video for a visual guide!

It’s that easy! Are you ready to begin filing your W-2s and 1099s for the 2020 tax year? Log in to your TaxBandits account to get started today!

Form 1099

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