IRS Release Status: FINAL

Sample Excel Import File: 1099-PATR 2019.xlsx

What's New for 2019

  • 2018 Box 7 - Investment credit is now Box 7 - Qualified payments
  • 2018 Box 8 - Work opportunity credit is now Box 8 - Investment credit
  • 2018 Box 9 - Patron's AMT adjustment is now Box 9 - Work opportunity credit
  • 2018 Box 10 - Other credits and deductions is now Box 10 - Patron's AMT adjustment
  • New Box 11 - Other credits and deductions

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.

Box 1 Amount

12Amount

Box 1: Patronage dividends


Box 2 Amount

12AmountBox 2: Nonpatronage dividends

Box 3 Amount

12Amount

Box 3:Per-unit retain allocations


Box 4 Amount12AmountBox 4: Federal income tax withheld
Box 5 Amount12AmountBox 5: Redemption of nonqualified notices and...
Box 6 Amount12AmountBox 6: Domestic production activities deduction
Box 7 Amount12

Amount

Box 7: Qualified payments
Box 8 Amount12AmountBox 8: Investment credit
Box 9 Amount12AmountBox 9: Work opportunity credit
Box 10 Amount12AmountBox 10: Patron's AMT adjustment
Box 11 Amount12AmountBox 11: Other credits and deductions
Box 11 Credit Form6TextBox 11: Credit form description64, 179C, 8835, 8844, 8845, 8864, 8909, 8931, EPAS
See Form Common FieldsForm fields common to all form types.

1099-PATR Form:

IRS 1099-PATR Form:  1099-PATR Form

IRS 1099-PATR Instructions:  1099-PATR Instructions

  • No labels