Sample Excel Import File: 1097-BTC 2016.xlsx

 

Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common FieldsFiler fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types.

Issuer Checkbox 1

1CheckboxIssuer of bond or its agent filing initial 2016...X / Y / T / 1 = Checked
Issuer Checkbox 21CheckboxAn entity or a person that received or should...X / Y / T / 1 = Checked

Box 1 Amount

12Amount

Box 1: Total


Box 2a Code

1AlphaBox 2: CodeA = Account Number, C = CUSIP Number, O = Other
Box 2b ID40TextBox 2b: Unique Identifier

Box 3 Type

3Numeric

Box 3: Bond Type

101 = Clean Renewable Energy Bonds, 199 = All Other Bonds
Box 5a Amount12AmountBox 5a: January
Box 5b Amount12AmountBox 5b: February
Box 5c Amount12AmountBox 5c: March
Box 5d Amount12AmountBox 5d: April
Box 5e Amount12AmountBox 5e: May
Box 5f Amount12AmountBox 5f: June
Box 5g Amount12AmountBox 5g: July
Box 5h Amount12AmountBox 5h: August
Box 5i Amount12AmountBox 5i: September
Box 5j Amount12AmountBox 5j: October
Box 5k Amount12AmountBox 5k: November
Box 5l Amount12AmountBox 5l: December
Box 6 All Lines60TextBox 6: Comments
See Form Common FieldsForm fields common to all form types.

1097-BTC Form: 


IRS 1098 Form:  1097-BTC Form

IRS 1098 Instructions:  1097-BTC Instructions




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