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. | |||
Form Lump Sum Checkbox | 1 | Checkbox | Form of distribution is lump sum | X / Y / T / 1 = Checked |
Form Partial Checkbox | 1 | Checkbox | Form of distribution is partial | X / Y / T / 1 = Checked |
Form Annuity Checkbox | 1 | Checkbox | Form of distribution is annuity | X / Y / T / 1 = Checked |
| Plan Governmental Checkbox | 1 | Checkbox | Plan or annuity type is governmental | X / Y / T / 1 = Checked |
| Plan Qual Private Checkbox | 1 | Checkbox | Plan or annuity type is qualified private | X / Y / T / 1 = Checked |
| Plan Non Qualitified Checkbox | 1 | Checkbox | Plan or annuity type is non qualified | X / Y / T / 1 = Checked |
| Pension Start Date | 8 | Date | Date you started receiving the pension | MM/DD/YYYY or M/D/YYYY |
| Box 1 Amount | 12 | Amount | Rollover contribution | |
| Box 2 Amount | 12 | Amount | Rollover distribution | |
| Box 3 Amount | 12 | Amount | Annuity cost | |
| Box 4 Amount | 12 | Amount | Governmental retirement fund | |
| Box 5 Amount | 12 | Amount | Tax w/h from annuity or periodic payment | |
| Box 6 Amount | 12 | Amount | Tax w/h from lump sum distrib (20%) | |
| Box 7 Amount | 12 | Amount | Tax w/h from lump sum distrib (10%) | |
| Box 8 Amount | 12 | Amount | Tax w/h from lump sum distrib (8%) | |
| Box 9 Amount | 12 | Amount | Tax w/h other distrib qual plans (10%) | |
| Box 10 Amount | 12 | Amount | Tax w/h from dist of non-qual plans | |
| Box 11 Amount | 12 | Amount | Tax w/h rollover to non deduct IRA | |
| Box 12 Amount | 12 | Amount | Tax w/h retire savings acct dist (10%) | |
| Box 13 Amount | 12 | Amount | Tax w/h roll rsa to non ded ira (10%) | |
| Box 14 Amount | 12 | Amount | Tax w/h nonresident distribution | |
| Box 15 Amount | 12 | Amount | Tax w/h other distribution | |
| Box 16 Amount | 12 | Amount | Amount distributed | |
| Box 17 Amount | 12 | Amount | Taxable amount | |
| Box 18 Amount | 12 | Amount | Amt over which prepayment made | |
| Box 19a Amount | 12 | Amount | Distribution deferred contributions | |
| Box 19b Amount | 12 | Amount | Distribution after-tax contributions | |
| Box 19c Amount | 12 | Amount | Distribution income accretion | |
| Box 19d Amount | 12 | Amount | Distribution others | |
| Box 19e Amount | 12 | Amount | Dist total (lines 19a through 19d) | |
| Box 20 Code | 1 | Text | Distribution code | |
| See Form Common Fields | Form fields common to all form types. | |||