1099-Q 2023

What's New for 2023

Field Name	Size	Type	Description	Notes
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	12	Amount	Box 1: Gross distribution
Box 2 Amount	12	Amount	Box 2: Earnings
Box 3 Amount	12	Amount	Box 3: Basis
Box 4 Checkbox	1	Checkbox	Box 4: Trustee-to-trustee transfer	X / Y / T / 1 = Checked
Box 5 Checkbox 1	1	Checkbox	Box 5 Distribution is from: Private	X / Y / T / 1 = Checked
Box 5 Checkbox 2	1	Checkbox	Box 5 Distribution is from: State	X / Y / T / 1 = Checked
Box 5 Checkbox 3	1	Checkbox	Box 5 Distribution is from: Coverdell ESA	X / Y / T / 1 = Checked
Box 6 Checkbox	1	Checkbox	Box 6: Check if the recipient is not the designated beneficiary	X / Y / T / 1 = Checked
Box X Amount	12	Amount	FMV amount
Box X Code	1	Numeric	Distribution Code (1-6)	See IRS Instructions
See Form Common Fields			Form fields common to all form types.

IRS 1099-Q Form: https://www.irs.gov/pub/irs-pdf/f1099q.pdf