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IRS Release Status: FINAL
Sample Excel Import File: 1098-Q 2023.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. | |||
| Plan Name | 39 | Character | Name of Plan | |
| Plan No. | 20 | Character | Plan Number | |
| Plan Sponsor EIN | 11 | TIN | Plan Sponsor's EIN | |
Box 1a Amount | 12 | Amount | Box 1a: Annuity amount on start date | |
| Box 1b Date | 12 | Date | Box 1b: Annuity start date | |
| Box 2 Checkbox | 1 | Checkbox | Box 2: Check if start date may be accelerated | X / Y / T / 1 = Checked |
| Box 3 Amount | 12 | Amount | Box 3: Total premiums | |
| Box 4 Amount | 1 | Amount | FMV of QLAC | |
| Box 5a Amount | 12 | Amount | Box 5a: January amount | |
| Box 5a DD | 2 | Date | Date (Day) of Premium payment month of January | |
| Box 5b Amount | 12 | Amount | Box 5b: February amount | |
| Box 5b DD | 2 | Date | Date (Day) of Premium payment month of February | |
| Box 5c Amount | 12 | Amount | Box 5c: March amount | |
| Box 5c DD | 2 | Date | Date (Day) of Premium payment month of March | |
| Box 5d Amount | 12 | Amount | Box 5d: April amount | |
| Box 5d DD | 2 | Date | Date (Day) of Premium payment month of April | |
| Box 5e Amount | 12 | Amount | Box 5e: May amount | |
| Box 5e DD | 2 | Date | Date (Day) of Premium payment month of May | |
| Box 5f Amount | 12 | Amount | Box 5f: June amount | |
| Box 5f DD | 2 | Date | Date (Day) of Premium payment month of June | |
| Box 5g Amount | 12 | Amount | Box 5g: July amount | |
| Box 5g DD | 2 | Date | Date (Day) of Premium payment month of July | |
| Box 5h Amount | 12 | Amount | Box 5h: August amount | |
| Box 5h DD | 2 | Date | Date (Day) of Premium payment month of August | |
| Box 5i Amount | 12 | Amount | Box 5i: September amount | |
| Box 5i DD | 2 | Date | Date (Day) of Premium payment month of September | |
| Box 5j Amount | 12 | Amount | Box 5j: October amount | |
| Box 5j DD | 2 | Date | Date (Day) of Premium payment month of October | |
| Box 5k Amount | 12 | Amount | Box 5k: November amount | |
| Box 5k DD | 2 | Date | Date (Day) of Premium payment month of November | |
| Box 5l Amount | 12 | Amount | Box 5l: December amount | |
| Box 5l DD | 2 | Date | Date (Day) of Premium payment month of December | |
1098-Q Form:
IRS 1098-Q Form: https://www.irs.gov/pub/irs-pdf/f1098q.pdf
IRS 1098-Q Instructions: https://www.irs.gov/pub/irs-pdf/i1098q.pdf
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