IRS Release Status: FINAL

Sample Excel Import File: 1099-CAP 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 Date8DateBox 1: Date of sale or exchangeMM/DD/YYYY or M/D/YYYY
Box 2 Amount12AmountBox 2: Aggregate amount received*
Box 3 Number9NumericBox 3: No. of shares exchanged
Box 4 Class14CharacterBox 4: Classes of stock exchanged
Box 5 All Lines60CharacterBox 5: Description of property

1099-CAP Form:

IRS 1099-CAP Form:  https://www.irs.gov/pub/irs-pdf/f1099cap.pdf

IRS 1099-CAP Instructions:  https://www.irs.gov/pub/irs-pdf/i1099cap.pdf


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