IRS Release Status: FINAL

Sample Excel Import File: 1099-SB 2018.xlsx

New Form

  • Form Title: Seller's Investment in Life Insurance Contract
  • What to report: Seller's investment in a life insurance contract as determined by the issuer.
  • Due to IRS: February 28th
  • Due to Recipients: January 31st (unless indicated otherwise)

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

Investment in contract


Box 2 Amount12AmountSurrender amount

Issuer Name

40StringISSUER'S information contact name
See Form Common FieldsForm fields common to all form types.

1099-SB Form(DRAFT):



IRS 1099-SB Form:  1099-SB 

IRS 1099-SB Instructions:  2018 1099-SB Instructions 

                 

  • No labels