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IRS Release Status: FINAL

Sample Excel Import File: (Preliminary) 1099-PATR 2020.xlsx 

What's New for 2020

  • Significant Changes
  • 2019 Box 5 - Redemption of nonqualified notices and retain allocations is now Box 5 - Redeemed nonqualified notices
  • 2019 Box 6 - Domestic production activities deduction is now Box 6 - Section 199A(g) deduction
  • 2019 Box 7 - Qualified payments is now Box 7 - Qualified payments (Section 199A(b)(7))
  • 2019 Box 8 - Investment credit is now Box 8 - Section 199A(a) qual. items
  • 2019 Box 9 - Work opportunity credit is now Box 9 - Section 199A(a) SSTB items
  • 2019 Box 10 - Patron's AMT adjustment is now Box 10 - Investment credit
  • 2019 Box 11 - Other credits and deductions is now Box 11 - Work opportunity credit
  • Renumbered 2019 Box 11 - Other credits and deductions is now Box 12 - Other credits and deductions
  • Added Box 13 - Specified Coop


Please note: See the revised instructions for boxes 2, 5, 6, 7, 8, and 9, later. 

Extension of certain credits. Certain credits reported in box 12 have been extended. See IRS Instruction for 2020 1099-PATR, Box 12

For Paper FilingChanged the box calculations for the 2020 1096 form due to the form restructuring. Please visit page 2 of the Form 1096 for more details.

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.
2nd TIN Notice1CheckboxSecond TIN NoticeX / Y / T / 1 = Checked

Box 1 Amount

12Amount

Box 1: Patronage dividends


Box 2 Amount

12AmountBox 2: Nonpatronage distributions

Box 3 Amount

12Amount

Box 3: Per-unit retain allocations


Box 4 Amount12AmountBox 4: Federal income tax withheld
Box 5 Amount12AmountBox 5: Redeemed nonqualified notices
Box 6 Amount12AmountBox 6: Section 199A(g) deduction
Box 7 Amount12

Amount

Box 7: Qualified payments (Section 199A(b)(7))
Box 8 Amount12AmountBox 8: Section 199A(a) qual. items
Box 9 Amount12AmountBox 9: Section 199A(a) SSTB items
Box 10 Amount12AmountBox 10: Investment credit
Box 11 Amount12AmountBox 11: Work opportunity credit
Box 12 Amount12AmountBox 12: Other credits and deductions
Box 12 Credit Form6TextBox 12: Credit form description8835, 8844, 8896, 8932, 8941, EPAS, 8864, 6478, 8845
Box 13 Checkbox1CheckboxBox 13: Specified CooperativesX / Y / T / 1 = Checked; See IRS Insutrctions
See Form Common FieldsForm fields common to all form types.

1099-PATR Form:

IRS 1099-PATR Form:  1099-PATR 2020 Form

IRS 1099-PATR Instructions: 1099-PATR 2020 Instructions

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