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IRS Release Status: FINAL
Sample Excel Import File: 1099-SB 2023.xlsx
Import Form Fields:
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: Investment in contract | |
Box 2 Amount | 12 | Amount | Box 2: Surrender amount | |
Issuer Contact Name | 40 | String | Issuer's information contact name, street address, city or... | |
See Form Common Fields | Form fields common to all form types. |
1099-SB Form:
IRS 1099-SB Form: https://www.irs.gov/pub/irs-pdf/f1099sb.pdf
IRS 1099-SB Instructions: https://www.irs.gov/pub/irs-pdf/i1099sb.pdf
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