A 1096 IRS Tax Form is required if an institution is filing your IRS Tax file using paper format.  Since CU*Answers transmits your IRS Tax File electronically this form is not required to be completed.

Reports (P1099x, P1098x, P5498x) are generated automatically for each form type are generated when our Operations Team creaes the files for the IRS in February and May.  These reports contain the totals for each tax form type created.