IRS Release Status: FINAL

Sample Excel Import File: 1099-SB 2022.xlsx 

What's New for 2022

  • Multi year form

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: Investment in contract


Box 2 Amount12AmountBox 2: Surrender amount

Issuer Contact Name

40StringIssuer's information contact name, street address, city or...
See Form Common FieldsForm fields common to all form types.

1099-SB Form:



IRS 1099-SB Form:  1099-SB Form

IRS 1099-SB Instructions:  1099-SB Instructions 

                 

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