IRS Release Status: FINAL

Sample Excel Import File: 1099-A 2023.xlsx

What's New for 2023

  • No form changes

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields

Filer fields common to all form types.
See Recipient Common Fields

Recipient fields common to all form types.
Box 1 Date10DateBox 1: Date of Lender’s Acquisition or Knowledge of AbandonmentMM/DD/YYYY or M/D/YYYY
Box 2 Amount12AmountBox 2: Balance of principal outstanding
Box 4 Amount12AmountBox 4: Fair market value (FMV) of the property
Box 5 Checkbox1CheckboxBox 5: Was Borrower Personally Liable for Repayment of the DebtX / Y / T / 1 = Checked
Box 6 All Lines52CharacterBox 6: Description of Property
See Form Common Fields

Form fields common to all form types.

1099-A Form:

IRS 1099-A Form:  https://www.irs.gov/pub/irs-pdf/f1099a.pdf

IRS 1099-A Instructions:  https://www.irs.gov/pub/irs-pdf/i1099ac.pdf


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