1098-Q 2018

IRS Release Status: FINAL

Sample Excel Import File: 1098-Q 2018.xlsx

Import 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's TIN	1	TIN	Issuer's TIN
Participant's TIN	1	TIN	Participant's TIN
Box 1a	12	Amount	Box 1a: Annuity amount on start date
Box 1b	12	Amount	Box 1b: Annuity start date
Box 2	1	Checkbox	Box 2: Check if start date may be accelerated	X / Y / T / 1 = Checked
Box 3	12	Amount	Box 3: Total premiums
Box 4	1	Amount	FMV of QLAC
Box 5a	12	Amount	Box 5a: January amount
Box 5a DD	2	Date	Date (Day) of Premium payment month of January
Box 5b	12	Amount	Box 5b: February amount
Box 5b DD	2	Date	Date (Day) of Premium payment month of February
Box 5c	12	Amount	Box 5c: March amount
Box 5c DD	2	Date	Date (Day) of Premium payment month of March
Box 5d	12	Amount	Box 5d: April amount
Box 5d DD	2	Date	Date (Day) of Premium payment month of April
Box 5e	12	Amount	Box 5e: May amount
Box 5e DD	2	Date	Date (Day) of Premium payment month of May
Box 5f	12	Amount	Box 5f: June amount
Box 5f DD	2	Date	Date (Day) of Premium payment month of June
Box 5g	12	Amount	Box 5g: July amount
Box 5g DD	2	Date	Date (Day) of Premium payment month of July
Box 5h	12	Amount	Box 5h: August amount
Box 5h DD	2	Date	Date (Day) of Premium payment month of August
Box 5i	12	Amount	Box 5i: September amount
Box 5i DD	2	Date	Date (Day) of Premium payment month of September
Box 5j	12	Amount	Box 5j: October amount
Box 5j DD	2	Date	Date (Day) of Premium payment month of October
Box 5k	12	Amount	Box 5k: November amount
Box 5k DD	2	Date	Date (Day) of Premium payment month of November
Box 5l	12	Amount	Box 5l: December amount
Box 5l DD	2	Date	Date (Day) of Premium payment month of December
Plan Name	39	Character	Name of Plan
Plan No	20	Character	Plan Number
Plan Sponsor EIN	11	TIN	Plan Sponsor's EIN

IRS Release Status: FINAL

Sample Excel Import File: 1098-Q 2018.xlsx

Import Form Fields:

1098-Q Form:

IRS 1098-Q Form: 2018 1098-Q Form

IRS 1098-Q Instructions: 2018 1098-Q Instructions