Ct 1096 Form PDF Details

In today's digital era, keeping up with tax regulations and filings is crucial for individuals and businesses alike. Among the variety of forms that one might encounter is the Form CT-1096, a crucial document for those dealing with nonpayroll amounts in Connecticut. This form, issued by the Department of Revenue Services State of Connecticut, serves as the Annual Summary and Transmittal of Information Returns. For the year 2020, as specified in the latest revision from December 2020, filing this form electronically is the standard procedure, yet exceptions exist under certain conditions. Primarily, if one is not mandated to file the federal Form 1096, the Connecticut counterpart is not required either. However, for those who are, Form CT-1096 becomes an essential part of their tax obligations, especially for withholding agents or individuals dealing with a range of payments from lottery winnings to miscellaneous compensations. Moreover, failing to heed the form's due date, January 31, 2021, or neglecting to comply with electronic filing prerequisites could lead to complications unless a waiver is obtained. Governing such detailed transactions, the form ensures a structured way to report income, whether from Connecticut Lottery winnings or non-employee compensation related to services within the state. Additionally, amendments and corrections to filings are accounted for, highlighting the form’s adaptability to accurate reporting needs. This well-structured approach not only aids in tax compliance but also in the smooth management of nonpayroll financial transactions within the purview of Connecticut's tax laws.

QuestionAnswer
Form NameCt 1096 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesct tax forms 1096, ct misc federal form, you drs 1096 pdf, ct 1096 state

Form Preview Example

Department of Revenue Services

State of Connecticut

PO Box 2930

Hartford CT 06104-2930

1096 1220W 01 9999

Form CT-1096

2020

Connecticut Annual Summary and

Transmittal of Information Returns

(Rev. 12/20)

Form CT-1096 must be filed electronically unless certain conditions are met. Visit myconneCT at portal.ct.gov/DRS-myconneCT to file your return electronically.

General Instructions

If you are not required to file federal Form 1096, you are not required to file Form CT-1096. Special rules apply to designated

withholding agents. See Policy Statement 2018(1), Income Tax Withholding for Athletes or Entertainers.

Form CT-1096 is required to be filed electronically unless you meet certain conditions. See Electronic Filing Requirement, on the reverse.

See Informational Publication 2021(8), Connecticut Tax Guide for Payers of Nonpayroll Amounts.

Do not make a payment with this return.

Name

 

 

Due date

This return can be filed electronically!

 

JANUARY 31, 2021

Address (number and street), apartment number, PO Box

 

 

Connecticut Tax Registration Number

 

 

 

City, town, or post office

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State

ZIP code

Federal Employer ID Number

Section 1

1.

Connecticut income tax withheld from Connecticut nonpayroll amounts

1.

2.

Total nonpayroll amounts reported with Form CT-1096

2.

3.Number of Forms 1099-MISC, 1099-R, 1099-K, 1099-NEC, or W-2G submitted 3.

Section 2

Connecticut Income Tax Withheld from Nonpayroll Amounts for Each Period

January 1

- March 31

1st Quarter ..................................................

April 1 - June 30

2nd Quarter..................................................

July 1 - September 30

3rd Quarter ..................................................

October 1

- December 31

4th Quarter ..................................................

Total Connecticut tax withheld from nonpayroll amounts for the year .............................

This amount should equal Section 1, Line 1.

.00

.00

.00

.00

.00

.00

.00

Declaration: I declare under the penalty of law that I have examined this return (including any accompanying schedules and statements) and, to the best of my

knowledge and belief, it is true, complete, and correct. I understand the penalty for willfully delivering a false return or document to the Department of Revenue Services

(DRS) is a fine of not more than $5,000, imprisonment for not more than five years, or both.

Sign Here

Taxpayer’s signature

Date (MMDDYYYY)

 

 

 

 

 

 

 

 

 

 

 

Keep a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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this return

Title

Telephone number

 

 

 

 

 

 

 

 

 

 

 

for your

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

records.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form CT-1096 Instructions

General Instructions

Form CT-1096 must be filed electronically unless certain conditions are met.

File this return electronically using myconneCT at

portal.ct.gov/DRS-myconneCT.

Electronic Filing Waiver

To request a waiver from the information return electronic filing

requirement complete Form CT-8508, Request for Waiver from Filing Information Returns Electronically, at least 30 days before the due date.

If a waiver is granted, your information returns must be submitted to DRS on compact disk by January 31, 2021. See Form CT-4804, Transmittal of Information Returns Reported on Compact Disc (CD) for Forms W‑2G, 1099‑R, 1099‑K, 1099‑NEC, and 1099‑MISC.

Complete this return in blue or black ink only. Do not use staples.

Electronic Filing Requirement

If you file 25 or more Forms 1099-MISC, 1099-R, 1099-K,

1099-NEC, or W-2G you are required to file electronically unless you have been granted a waiver from electronic filing of information

returns. See Waiver of Electronic Filing Requirement, on this page.

If you file 24 or fewer Forms 1099-MISC, 1099-R, 1099-K, 1099-NEC, or W‑2G you are encouraged to file electronically but may file paper

forms without requesting a waiver. Please note that each form is year

specific. To prevent any delay in processing your return, the correct year’s form must be submitted to DRS. Do not use staples.

Electronic reporting requirements are available at portal.ct.gov/DRS and in Informational Publication 2021(12), Forms 1099‑R, 1099‑MISC, 1099‑K, 1099‑NEC, and W‑2G Electronic Filing Requirements for Tax Year 2020.

When to File

Form CT-1096 is due January 31, 2021.

If the due date falls on a Saturday, Sunday, or legal holiday, the return will be considered timely if filed by the next business day.

Who Must File Form CT-1096

If you are required to file federal Form 1096, you must file Form CT-1096 with DRS even if you are not required to be registered with DRS, and submit every state copy of:

Federal Form W-2G for (1) Connecticut Lottery winnings paid to resident and nonresident individuals even if no Connecticut income tax was withheld; and (2) other gambling winnings paid to resident individuals even if no Connecticut income tax was withheld;

Federal Form 1099-MISC for payments made to resident individuals or to nonresident individuals if the payments relate to services performed wholly or partly in Connecticut even if no Connecticut income tax was withheld;

Federal Form 1099-R reporting distributions paid to resident individuals even if no Connecticut income tax was withheld. For all other recipients, only if Connecticut income tax was withheld;

Federal Form 1099-K reporting payments to payees located or with locations in Connecticut; and

Federal Form 1099-NEC reporting non-employee compensation for payments made to resident individuals or to nonresident individuals if the payments relate to services performed wholly or partly in Connecticut even if no Connecticut income tax was withheld.

Rounding Off to Whole Dollars

You must round off cents to the nearest whole dollar on your returns and schedules. If you do not round, DRS will disregard the cents.

Round down to the next lowest dollar all amounts that include 1 through 49 cents. Round up to the next highest dollar all amounts

that include 50 through 99 cents. However, if you need to add two

or more amounts to compute the amount to enter on a line, include cents and round off only the total.

Example: Add two amounts ($1.29 + $3.21) to compute the total ($4.50) to enter on a line. $4.50 is rounded to $5.00 and

entered on the line.

Line Instructions

Group the forms by form number and submit each group with a separate Form CT-1096.

Line 1: Enter Connecticut income tax withheld from nonpayroll amounts during the calendar year. This should equal the Total Line from Section 2.

Line 2: Enter total:

Connecticut Lottery winnings paid to resident and nonresident individuals, as reported on federal Form W-2G, whether or not Connecticut income tax was withheld;

Other gambling winnings paid to resident individuals, as reported on federal Form W-2G, whether or not Connecticut income tax was withheld;

Miscellaneous payments reported on federal Form 1099-MISC to resident individuals or to nonresident individuals if the payments relate to services performed wholly or partly in Connecticut even if no Connecticut income tax was withheld;

Distributions paid to resident individuals as reported on federal Form 1099-R, even if no Connecticut income tax was withheld. For all other recipients, only if Connecticut income tax was withheld; and

Payments to payees located or with locations in Connecticut as reported on federal Form 1099-K.

Line 3: Enter the number of 1099-MISC, 1099-R, 1099-K, 1099-NEC, or W-2G forms submitted with this return.

Amended Returns

If you previously filed 25 or more Forms 1099‑MISC, 1099‑R, 1099‑K,

1099-NEC or W-2G electronically you must amend Form CT-1096 electronically, even if you are correcting 24 or fewer Forms 1099-MISC, 1099-R, 1099-K, 1099-NEC, or W-2G. See IP 2021(12).

If you previously filed 24 or fewer Forms 1099‑MISC, 1099‑R, 1099‑K,

1099-NEC or W-2G electronically you are encouraged to amend electronically but may file paper forms without requesting a waiver.

If you previously filed 24 or fewer paper Forms 1099‑MISC, 1099‑R, 1099-K, 1099-NEC or W-2G you may amend Form CT-1096 and submit corrected Forms 1099-MISC, 1099-R, 1099-K, 1099-NEC or W-2G using paper. To amend Form CT-1096 by paper submit a revised Form

CT-1096 clearly labeled “Amended.The total Connecticut tax withheld on Form CT‑945 or Form CT‑941X, Line 3, must agree with the total

reported on Form CT-1096, Line 1. The gross Connecticut nonpayroll amounts reported on Form CT‑945 or Form CT‑941X, Line 2, must

agree with total nonpayroll amounts reported on Form CT-1096, Line 2.

Forms and Publications

Visit the DRS website at portal.ct.gov/DRS to download and print Connecticut tax forms and publications.

For More Information

Call DRS Monday through Friday, 8:30 a.m. to 4:30 p.m. at:

800-382-9463 (Connecticut calls from outside the Greater Hartford calling area only); or

860-297-5962 (from anywhere).

TTY, TDD, and Text Telephone users only may transmit inquiries anytime by calling 860-297-4911.Taxpayers may also call 711 for relay services. A taxpayer must tell the 711 operator the number he or she wishes to call. The relay operator will dial it and then communicate using a TTY with the taxpayer.

CT-1096 Back (Rev. 12/20)

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