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IRS Release Status: FINAL
Sample Excel Import File: 1097-BTC 2020.xlsx
Form Fields:
Field Name | Size | Type | Description | Notes |
---|---|---|---|---|
See Form Filer Common Fields | Filer fields common to all form types. | |||
See Recipient Common Fields | Recipient fields common to all form types. | |||
Issuer Checkbox 1 | 1 | Checkbox | Issuer of bond or its agent filing current year... | X / Y / T / 1 = Checked |
Issuer Checkbox 2 | 1 | Checkbox | An entity or a person that received or should... | X / Y / T / 1 = Checked |
Box 1 Amount | 12 | Amount | Box 1: Total | |
Box 2a Code | 1 | Alpha | Box 2a: Code | A = Account Number, C = CUSIP Number, O = Other |
Box 2b ID | 40 | Text | Box 2b: Unique Identifier | |
Box 3 Type | 3 | Numeric | Box 3: Bond Type | 101 = Clean Renewable Energy Bonds, 199 = All Other Bonds |
Box 5a Amount | 12 | Amount | Box 5a: January | |
Box 5b Amount | 12 | Amount | Box 5b: February | |
Box 5c Amount | 12 | Amount | Box 5c: March | |
Box 5d Amount | 12 | Amount | Box 5d: April | |
Box 5e Amount | 12 | Amount | Box 5e: May | |
Box 5f Amount | 12 | Amount | Box 5f: June | |
Box 5g Amount | 12 | Amount | Box 5g: July | |
Box 5h Amount | 12 | Amount | Box 5h: August | |
Box 5i Amount | 12 | Amount | Box 5i: September | |
Box 5j Amount | 12 | Amount | Box 5j: October | |
Box 5k Amount | 12 | Amount | Box 5k: November | |
Box 5l Amount | 12 | Amount | Box 5l: December | |
Box 6 All Lines | 60 | Text | Box 6: Comments | |
See Form Common Fields | Form fields common to all form types. |
1097-BTC Form:
IRS 1097-BTC Form: 1097-BTC Form
IRS 1097-BTC Instructions: 1097-BTC Instructions
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