Sample Excel Import File: 1099-OID 2022.xlsx |
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| 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. | |||
2nd TIN Notice | 1 | Checkbox | Second TIN Notice | X / Y / T / 1 = Checked |
| FATCA Checkbox | 1 | Checkbox | FATCA Filing Requirement Indicator | X / Y / T / 1 = Checked |
Box 1 Amount | 12 | Amount | Box 1: Original Issue Discount | |
Box 2 Amount | 12 | Amount | Box 2: Other periodic interest | |
| Box 3 Amount | 12 | Amount | Box 3: Early withdrawal penalty | |
Box 4 Amount | 12 | Amount | Box 4: Federal income tax withheld | |
| Box 5 Amount | 12 | Amount | Box 5: Market discount | |
| Box 6 Amount | 12 | Amount | Box 6: Acquisition premium | |
| Box 7 All Lines | 60 | Text | Box 7: Description | |
| Box 8 Amount | 12 | Amount | Box 8: Original issue discount on U.S. Treasury obligations | |
| Box 9 Amount | 12 | Amount | Box 9: Investment expenses | |
| Box 10 Amount | 12 | Amount | Box 10: Bond premium | |
| Box 11 Amount | 12 | Amount | Box 11: Tax-exempt OID | |
| Box 12 State | 2 | Text | Box 12: State Name | Use state abbreviation |
| Box 13 State ID | 14 | Text | Box 13: State Identification Number | Given by State Department of Revenue |
| Box 14 Amount | 12 | Amount | Box 14: State Tax Withheld | |
| See Form Common Fields | Form fields common to all form types. | |||
IRS 1099-OID Form: 1099-OID FormIRS 1099-OID Instructions: 1099-OID Instructions |
