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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 1a Description | 45 | Text | Box 1a: Description of property | X / Y / T / 1 = Checked |
Box 1b Date | 10 | Date | Box 1b: Date acquired | MM/DD/YYYY or M/D/YYYY |
Box 1c Date | 10 | Date | Box 1c: Date sold or disposed | |
Box 1d Amount | 12 | Amount | Box 1d: Proceeds | A = Account Number, C = CUSIP Number, O = Other |
Box 1e Amount | 12 | Amount | Box 1e: Cost or other basis | |
Box 1f Amount | 12 | Numeric | Box 1f: Accrued market discount | 101 = Clean Renewable Energy Bonds, 199 = All Other Bonds |
Box 1g Amount | 12 | Amount | Box 1g: Wash sale loss disallowed | |
Box 2 Checkbox 1 | 1 | Checkbox | Box 2: Short-term | X / Y / T / 1 = Checked |
Box 2 Checkbox 2 | 1 | Checkbox | Box 2: Long-term | X / Y / T / 1 = Checked |
Box 2 Checkbox 3 | 1 | Checkbox | Box 2: Ordinary | X / Y / T / 1 = Checked |
Box 3 Checkbox | 1 | Amount | Box 3: Check if basis reported to IRS | X / Y / T / 1 = Checked |
Box 4 Amount | 12 | Amount | Box 4: Federal income tax withheld | |
Box 5 Checkbox | 1 | Amount | Box 5: Check if noncovered security | X / Y / T / 1 = Checked |
Box 6 Checkbox 1 | 12 | Amount | Box 6: Gross proceeds | X / Y / T / 1 = Checked |
Box 6 Checkbox 2 | 12 | Amount | Box 6: Net proceeds | X / Y / T / 1 = Checked |
Box 7 Checkbox | 12 | Amount | Box 7: Check if loss is not allowed on based on amount in 1d | X / Y / T / 1 = Checked |
Box 5k Amount | 12 | Amount | Box 5k: November | |
Box 5l Amount | 12 | Amount | Box 5l: December | |
Box 6 All Lines | 60 | Text | Box 6: Comments | |
See Form Common Fields | Form fields common to all form types. |
What's New:
Box 1f: Accrued market discount
Box1g: Wash sales loss disallowed
Box 2: Ordinary checkbox
Box 12: Check if proceeds fro collectibles
FATCA filing requirement checkbox
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