IRS Release Status: FINAL

Sample Excel Import File: 1098-F 2023.xlsx

What's New for 2023

  • No form changes


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: Amount to be paid for violation or potential violation
Box 3 Amount12AmountBox 3: Restitution/remediation amount
Box 4 Amount12AmountBox 4: Compliance amount
Box 5 Date8DateBox 5: Date of order/agreement
Box 6 Court or entity40CharacterBox 5: Court or entity
Box 7 Case Number40CharacterBox 7: Case number
Box 8 Case Name40CharacterBox 8: Case name or names or parties to suit, order or agreement
Box 9 All Codes6CodeBox 9: Code

Codes = A, B, C, D, E, 

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:  https://www.irs.gov/pub/irs-pdf/f1098f.pdf

IRS 1098-T Instructions:  https://www.irs.gov/pub/irs-pdf/i1098f.pdf

  • No labels