IRS Release Status: FINAL

Sample Excel Import File: 1098-T 2019.xlsx

What's New for 2019

  • NEW FORM


Import 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.

Box 1 Amount

12Amount

Box 1: Total amount required to be paid


Box 2 Amount12AmountBox 2: Restitution/remediation amount
Box 3 Amount12AmountBox 3: Compliance amount
Box 4 Date8DateBox 4: Date of order/agreement
Box 5 Character40CharacterBox 5: Jurisdiction
Box 6 Character40CharacterBox 6: Case Number
Box 7 Character40CharacterBox 7: Name or description of matter/suit/agreement
Box 8 All Codes8CodeBox 8: Code

Codes = A, B, C, E, F, G, H 

Any combination of codes can be used.

Codes cannot be used twice on 1 form

See Form Common FieldsForm fields common to all form types.


1098-F Form:

IRS 1098-T Form:  1098-F Form

IRS 1098-T Instructions:  1098-F Instructions

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