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IRS Release Status: DRAFT

Sample Excel Import File:

New Form

  • Form Title: Reportable Life Insurance Sale
  • What to report: Proceeds from a reportable life insurance sale.
  • 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

Amount paid to payment recipient


Date of Sale10DateDate of sale

Issuer Name

40StringName of Issuer

Acquirer 2nd Address

40String

Acquirer's information contact entity name, street address, city or town, stat or province, country,

ZIP or foreign postal code, and telephone no. (if different from ACQUIRER)


See Form Common FieldsForm fields common to all form types.

1099-LS Form(DRAFT):



IRS 1099-LS Form:  1099-LS (DRAFT)

IRS 1099-LS Instructions:  2018 1099-LS Instructions (DRAFT)

                 

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