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IRS Release Status: FINAL
Sample Excel Import File: 1099-Q 2017.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: 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: Private | X / Y / T / 1 = Checked |
Box 5 Checkbox 2 | 1 | Checkbox | Box 5: State | X / Y / T / 1 = Checked |
Box 5 Checkbox 3 | 1 | Checkbox | Box 5: 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) |
1099-Q Form:
IRS 1099-Q Form: 1099-Q Form
IRS 1099-Q Instructions: 1099-Q Instructions
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