IRS Release Status: FINAL

Sample Excel Import File: 1099-MISC.xlsx

What's New for 2016

  • New filing date. Public Law 114-113, Division Q, section 201, requires Form 1099-MISC to be filed on or before January 31, 2017, when you are reporting nonemployee compensation payments in box 7. Otherwise, file by February 28, 2017, if you file on paper, or by March 31, 2017, if you file electronically. The due dates for furnishing payee statements remain the same. 
  • Exceptions to reporting. New exceptions to reporting were added by P.L. 114-14 (compensation for disability or survivor’s benefits for public safety officers) and P.L. 114-113 (compensation for wrongful incarceration). See Exceptions, in the Specific Instructions, later.

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 Amount


Box 1: Rents


Box 2 Amount

12AmountBox 2: Royalties 
Box 3 Amount12AmountBox 3: Other Income 

Box 4 Amount


Box 4: Federal income tax withheld

Box 5 Amount12AmountBox 5: Fishing boat proceeds 
Box 6 Amount12AmountBox 6: Medical & health care payments 
Box 7 Amount12AmountBox 7: Nonemployee compensation 
Box 8 Amount12AmountBox 8: Substitute payments in lieu of dividends or interest 
Box 9 Checkbox1CheckboxBox 9: Payer made direct sales of $5000 or more of..... X / Y / T / 1 = Checked
Box 10 Amount12AmountBox 10: Crop insurance proceeds 
Box 13 Amount12AmountBox 13: Excess golden parachute payments 
Box 14 Amount12AmountBox 14: Gross proceeds paid to an attorney 
Box 15a Amount12AmountBox 15a: Section 409A deferrals 
Box 15b Amount12AmountBox 15b: Section 409A income 
Box 16 Amount12AmountBox 16: State tax withheld 
Box 17 State2TextState abbreviation codeUse state abbreviation
Box 17 ID Number20TextBox 17: State ID no.Given by State Department of Revenue
Box 18 Amount12AmountBox 18: State Income 
See Form Common Fields  Form fields common to all form types. 

1099- MISC Form:

IRS 1099-MISC Form:  1099-MISC Form

IRS 1099-MISC Instructions:  1099-MISC Instructions

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