IRS Release Status: 

Sample Excel Import File: 

  • No changes.

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common Fields  Filer fields common to all form types. 
See Recipient Common Fields  Recipient fields common to all form types. 
Box 1 Date8DateBox 1: Date of sale or exchangeMM/DD/YYYY or M/D/YYYY
Box 2 Amount12AmountBox 2: Aggregate amount received* 
Box 3 Number9NumericBox 3: No. of shares exchanged 
Box 4 Class14CharacterBox 4: Classes of stock exchanged 
Box 5 All Lines60CharacterBox 5: Description of property 

1099-CAP Form:

IRS 1099-CAP Form: 

IRS 1099-CAP Instructions: