A tax-exempt organization must file Form 1096, Annual Summary and Transmittal of U.S. Information Returns PDF, to transmit Copy A of Forms 1099, 1098, 5498, and W-2G to the IRS. The tax-exempt organization must file Form 1096 by the due date specified in the instructions. Return to Life Cycle of a Public Charity Return to Life Cycle of a Private Foundation Return to Life Cycle of a Social Welfare Organization Return to Life Cycle of a Labor Organization Return to Life Cycle of an Agricultural or Horticultural Organization Return to Life Cycle of a Business League (Trade Association)