IRS Release Status: FINAL

Sample Excel Import File: 1099-R 2019.xlsx

What's New for 2019

  • 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.
FATCA Checkbox1CheckboxFATCA filing requirementX / Y / T / 1 = Checked

Box 1 Amount

12AmountGross distribution

Box 2a Amount

12AmountTaxable amount
Box 2b Checkbox 11CheckboxTaxable amount not determinedX / Y / T / 1 = Checked
Box 2b Checkbox 21CheckboxTotal distributionX / Y / T / 1 = Checked
Box 3 Amount12AmountCapital gain (included in box 2a)
Box 4 Amount12AmountFederal income tax withheld
Box 5 Amount12AmountEmployee contributions/Designated Roth contribution or insurance premiums
Box 6 Amount12AmountNet unrealized appreciation in employer's securities
Box 7 Code(s)2TextDistribution CodeSee IRS instructions
Box 8 Amount12AmountOther
Box 8 Number2NumericOther percentage0 - 99

Box 9a Number

2NumericYour percentage of total distribution0 - 99
Box 9b Amount12AmountTotal employee contributions
Box 10 Amount12AmountAmount allocable to IRR within 5yrs
Box 11 Roth Year4Numeric1st year of Roth contributionYYYY
Box 12 Amount12AmountState tax withheld
Box 13 ID Number20TextState/Payer's state no.Given by State Department of Revenue
Box 13 State2TextState abbreviation codeUse state abbreviation
Box 14 Amount12AmountState distribution
Box 15 Amount12AmountLocal tax withheld
Box 16 Name15TextName of locality
Box 17 Amount12AmountLocal distribution
Date of Payment10TextDate of Payment
Alt Account/PACE40TextAlternate Account/PACE Key(CS Only)
Life of Line/Info40TextLife of Line/Special Info(CS Only)
See Form Common FieldsForm fields common to all form types.

1099-R Form: 


IRS 1099-R Form:  2019 1099-R Form

IRS 1099-R Instructions:  2019 1099-R Instructions

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