IRS Release Status: FINAL

Sample Excel Import File: 1099-Q 2017.xlsx 

 What's New for 2017


  • No 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 Amount12AmountBox 1: Gross distribution
Box 2 Amount12AmountBox 2: Earnings
Box 3 Amount12AmountBox 3: Basis
Box 4 Checkbox1CheckboxBox 4: Trustee-to-trustee transferX / Y / T / 1 = Checked
Box 5 Checkbox 11CheckboxBox 5: PrivateX / Y / T / 1 = Checked
Box 5 Checkbox 21CheckboxBox 5: StateX / Y / T / 1 = Checked
Box 5 Checkbox 31CheckboxBox 5: Coverdell ESAX / Y / T / 1 = Checked
Box 6 Checkbox1CheckboxBox 6: Check if the recipient is not the designated beneficiaryX / Y / T / 1 = Checked
Box X Amount12AmountFMV amount
Box X Code1NumericDistribution Code (1-6)

1099-Q Form:

IRS 1099-Q Form:  1099-Q Form

IRS 1099-Q Instructions:  1099-Q Instructions

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