5.3.3 IRS Federal Tax Forms CD-ROM The IRS also offers an alternative to downloading electronic files and provides current and prior-year access to tax forms and instructions through its Federal Tax Forms CD-ROM. The CD, Pub. 1796, Federal Tax Products on CD-ROM, will be available for the upcoming filing season. You may buy the CDROM on the Internet at www.irs.gov/cdorders or by calling 1-877-CDFORMS (1-877-233–6767). 5.3.4 GPO Supt. of Documents Bookstores The Government Printing Office (GPO) Superintendent of Documents Bookstores also sell individual copies of tax forms, instructions, and publications. Section 5.4 - Effect on Other Revenue Procedures 5.4.1 Other Revenue Procedures Revenue Procedure 2002–57, 2002–39 I.R.B 575, which provides rules and specifications for private printing of 2002 substitute forms and statements to recipients, is superseded. Part 6 Section 6.1 - Exhibits of Forms in the Revenue Procedure – 6.1.1 Purpose Exhibits A through V illustrate some of the specifications that were discussed earlier in this revenue procedure. The dimensions apply to the actual size forms, but the exhibits have been reduced in size. Generally, the illustrated dimensions apply to all like forms. For example, Exhibit B shows 11.00" from the top edge to the bottom edge of Form 1098 and .85" between the bottom rule of the top form and the top rule of the second form on the page. These dimensions apply to all forms that are printed three to a page. 6.1.2 Guidelines Keep in mind the following guidelines when printing substitute forms. cause inconsistency with the specifications. Return this entire page to the Internal Revenue Service. Photocopies are not acceptable. Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true, correct, and complete. 8.00" Signature Title Date ► When to file. File Form 1096 with Forms 1099, 1098, or W-2G Use the following office or agency, or legal Internal Revenue residence in the case of an Service Center individual, is located in address Instructions If you are not using a preaddressed form, enter the filer's name, address (including room, suite, or other unit number), and TIN in the spaces provided on the form. Alabama, Arizona, Florida, Georgia, Austin, TX 73301 Cincinnati, OH 45999 Arkansas, Connecticut, Delaware, Kansas City, MO 64999 Illinois, Indiana, Iowa, Kansas, Cat. No. 144000 Form 1096 (2003) For more information and the Privacy Act and Paperwork Reduction Act Notice, see the 2003 General Instructions for Forms 1099, 1098, 5498, and W-2G. Exhibit B 1.50" 11.33" .65" 8181 VOID HCORRECTED 4.70"= OMB No. 1545-0901 Mortgage Interest Statement 3.33" 2003 Form 1098 Copy A 1.70" $ For 2 Points paid on purchase of principal residence Internal Revenue .25" 3.40" Service Center $ File with Form 1096. Street Address (including apt. ho.) 3 Refund of operpaid interest For Privacy Act and Paperwork $ Reduction Act 4 Notice, see the 2003 General Instructions for Account number (optional) Forms 1099, 1098, 5498, and W-2G. Form 1098 Cat. No. 14402K Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page 7.30" 8.00" .85" 8181 VOID CORRECTED OMB No. 1545-0901 Mortgage Interest Statement 2003 Ala Form 1098 Copy A $ For PAYER'S/BORROWER'S name 2 Points paid on purchase of principal residence Internal Revenue Service Center $ File with Form 1096. Street address (including apt. 1o.) 3 Refund of overpaid interest For Privacy Act and Paperwork $ Reduction Act City, state, and ZIP code 4 Notice, see the 2003 General Instructions for Account number (optional) Forms 1099, 1098, 5498, and W-2G. Form 1098 Cat. No. 14402K Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page 11.00" 8181 VOID CORRECTED OMB No. 1545-0901 Mortgage Interest Statement 2003 Form 1098 Exhibit C 8484 VOID CORRECTED OMB No. 1545-1576 2003 Student Loan Interest Statement Form 1098-E Copy A 2.80" For BORROWER'S name Internal Revenue 3.40" Service Center File with Form 1096. Street address (including apt. no.) For Privacy Act and Paperwork Reduction Act City, state, and ZIP code Notice, see the 2.83" 2003 General Instructions for Account number (optional) 2 Check if box 1l1 includes loan origination fees Forms 1099, 1098, and/or capitalized interest 5498, and W-2G. Form 1098-E Cat. No. 25088U Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page 8484 VOID CORRECTED OMB No. 1545-1576 2003 Student Loan Interest Statement Form 1098-E Copy A $ For BORROWER'S name Internal Revenue Service Center File with Form 1096. Street address (including apt. no.) For Privacy Act and Paperwork Reduction Act City, state, and ZIP code Notice, see the 2003 General Instructions for Account number (optional) 2 Check if box 1 includes loan origination fees Forms 1099, 1098, and/or capitalized interest 5498, and W-2G. Form 1098-E Cat. No. 25088U Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page 8484 VOID CORRECTED OMB No. 1545-1576 2003 Student Loan Interest Statement RECIPIENT'S Federal identification no. BORROWER'S social security number Form 1098-E BORROWER'S name Street address (including apt. no.) Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2003 General Instructions for Forms 1099, 1098, 5498, and W-2G. City, state, and ZIP code Account number (optional) 2 Check if box 1 includes loan origination fees and/or capitalized interest Form 1098-E Cat. No. 25088U Department of the Treasury - Internal Revenue Service Service Provider/Acct. No. (opt.) Exhibit D .33" 2003 83834 6.30" qualified tuition and related expenses $ Tuition 2 Amounts billed for Statement qualified tuition and related expenses Form 1098-T Copy A 1.40" For STUDENT'S name .25" 5 Adjustments to scholarships Internal Revenue or grants for a prior year Service Center 3.40" File with Form 1096. For Privacy Act Street address (including apt. no.) 6 Check this box if the 7 Reimbursements or refunds and Paperwork amount in box 1 or 2 of qualified tuition and Reduction Act an academic period Notice, see the 2003 General March 2004 Instructions for 8 Check if at least Forms 1099, 1098, 5498, and W-2G. half-time student student Form 1098-T Cat. No. 25087J Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page $ 2003 8383 VOID CORRECTED qualified tuition and related expenses $ Tuition 2 Amounts billed for Statement qualified tuition and related expenses Form 1098-T Copy A For STUDENT'S name 5 Adjustments to scholarships Internal Revenue or grants for a prior year Service Center File with Form 1096. $ For Privacy Act Street address (including apt. no.) 6 Check this box if the 7 Reimbursements or refunds and Paperwork amount in box 1 or 2 of qualified tuition and Reduction Act an academic period Notice, see the beginning January 2003 General March 2004 ► $ Instructions for 8 Check if at least Forms 1099, 1098, 5498, and W-2G. half-time student student Form 1098-T Cat. No. 25087J Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page Do Not Cut or Separate Forms on This Page Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2003 General Instructions for Forms 1099, 1098, 5498, and W-2G. City, state, and ZIP code $ 8 Check if at least 9 Check if a graduate half-time student student Form 1098-T Cat. No. 25087J Department of the Treasury - Internal Revenue Service |