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IRS Release Status: FINAL

Sample Excel Import File: 1099-B 2017.xlsx

What's New for 2017

  • No 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.
FATCA Checkbox1CheckboxFATCA filing requirementX / Y / T / 1 = Checked
8949 Checkbox1CheckboxApplicable check box on Form 8949A / B / D / E / X

Box 1a Description

45TextBox 1a: Description of propertyX / Y / T / 1 = Checked
Box 1b Date10DateBox 1b: Date acquiredMM/DD/YYYY or M/D/YYYY

Box 1c Date

10Date

Box 1c: Date sold or disposed


Box 1d Amount

12AmountBox 1d: Proceeds
Box 1e Amount12AmountBox 1e: Cost or other basis

Box 1f Amount

12Amount

Box 1f: Accrued market discount


Box 1g Amount12AmountBox 1g: Wash sale loss disallowed
Box 2 Checkbox 11CheckboxBox 2: Short-termX / Y / T / 1 = Checked
Box 2 Checkbox 21CheckboxBox 2: Long-termX / Y / T / 1 = Checked
Box 2 Checkbox 31CheckboxBox 2: OrdinaryX / Y / T / 1 = Checked
Box 3 Checkbox1CheckboxBox 3: Check if basis reported to IRSX / Y / T / 1 = Checked
Box 4 Amount12AmountBox 4: Federal income tax withheld
Box 5 Checkbox1CheckboxBox 5: Check if noncovered securityX / Y / T / 1 = Checked
Box 6 Checkbox 11CheckboxBox 6: Gross proceedsX / Y / T / 1 = Checked
Box 6 Checkbox 21CheckboxBox 6: Net proceedsX / Y / T / 1 = Checked
Box 7 Checkbox1CheckboxBox 7: Check if loss is not allowed on based on amount in 1dX / Y / T / 1 = Checked
Box 8 Amount12AmountBox 8: Profit or (loss) realized in 2016
Box 9 Amount12AmountBox 9: Unrealized profit or (loss) on open contracts...2015
Box 10 Amount12AmountBox 10: Unrealized profit or (loss) on open contracts...2016
Box 11 Amount12AmountBox 11: Aggregate profit or (loss) on open contracts
Box 12 Checkbox1CheckboxBox 12: Check if proceeds from collectiblesX / Y / T / 1 = Checked
Box 13 Amount12AmountBox 13: Bartering
Box 14 State2TextBox 14: State nameUse state abbreviation
Box 15 ID Number20TextBox 15: State identification no.Given by State Department of Revenue
Box 16 Amount12AmountBox 16: State tax withheld
See Form Common FieldsForm fields common to all form types.

1099-B Form:

IRS 1099-B Form:  1099-B Form

IRS 1099-B Instructions:  1099-B Instructions


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