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IRS Release Status: FINAL

Sample Excel Import File: (Preliminary) 1099-PATR 2020.xlsx 

What's New for 2020

  • Significant Changes
  • 2019 Box 5 - Redemption of nonqualified notices and... is now Box 5 - Redeemed nonqualified notices
  • 2019 Box 6 - Domestic production activities deduction is now Box 6 - Section 199A(g) deduction
  • 2019 Box 7 - Qualified payments is now Box 7 - Qualified payments (Section 199A(b)(7))
  • 2019 Box 8 - Investment credit is now Box 8 - Section 199A(a) qual. items
  • 2019 Box 9 - Work opportunity credit is now Box 9 - Section 199A(a) SSTB items
  • 2019 Box 10 - Patron's AMT adjustment is now Box 10 - Investment credit
  • 2019 Box 11 - Other credits and deductions is now Box 11 - Work opportunity credit
  • Renumbered 2019 Box 11 - Other credits and deductions is now Box 12 - Other credits and deductions
  • Added Box 13 - Specified Coop
  • Extension of certain credits. Certain credits reported in box 12 have been extended. See IRS Instruction for 2020 1099-PATR, Box 12
  • For Paper Filing - On page 2 of the 2019 Form 1096, Annual Summary and Transmittal of U.S. Information Returns, we are correcting the specific boxes identified for the 2019 Form 1099-PATR, from Boxes 1, 2, 3, and 6 to Boxes 1, 2, 3 and 5.

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.
2nd TIN Notice1CheckboxSecond TIN NoticeX / Y / T / 1 = Checked

Box 1 Amount

12Amount

Box 1: Patronage dividends


Box 2 Amount

12AmountBox 2: Nonpatronage distributions

Box 3 Amount

12Amount

Box 3: Per-unit retain allocations


Box 4 Amount12AmountBox 4: Federal income tax withheld
Box 5 Amount12AmountBox 5: Redeemed nonqualified notices
Box 6 Amount12AmountBox 6: Section 199A(g) deduction
Box 7 Amount12

Amount

Box 7: Qualified payments (Section 199A(b)(7))
Box 8 Amount12AmountBox 8: Section 199A(a) qual. items
Box 9 Amount12AmountBox 9: Section 199A(a) SSTB items
Box 10 Amount12AmountBox 10: Investment credit
Box 11 Amount12AmountBox 11: Work opportunity credit
Box 12 Amount12AmountBox 12: Other credits and deductions
Box 12 Credit Form6TextBox 12: Credit form description8835, 8844, 8896, 8932, 8941, EPAS, 8864, 6478, 8845
Box 13 Checkbox1CheckboxBox 13: Specified CoopX / Y / T / 1 = Checked; See IRS Insutrctions
See Form Common FieldsForm fields common to all form types.

1099-PATR Form:

IRS 1099-PATR Form:  1099-PATR 2020 Form

IRS 1099-PATR Instructions: 1099-PATR 2020 Instructions

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