Sample Import Template File: 480.7C |
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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. | |||
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 Periodic Payments Checkbox | 1 | Checkbox | Form of distribution is period payments | X / Y / T / 1 = Checked |
Plan Governmental Checkbox | 1 | Checkbox | Plan or annuity type is governmental | X / Y / T / 1 = Checked |
Plan Qualified Private Checkbox | 1 | Checkbox | Plan or annuity type is qualified private | X / Y / T / 1 = Checked |
Plan Non Qualified Checkbox | 1 | Checkbox | Plan or annuity type is non qualified | X / Y / T / 1 = Checked |
Plan Fixed Annuity Checkbox | 1 | Checkbox | Plan or annuity type is fixed annuity | X / Y / T / 1 = Checked |
Plan Variable Annuity Checkbox | 1 | Checkbox | Plan or annuity type is variable annuity | 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 19 Amount | 12 | Amount | After-tax contributions | |
Box 20a Amount | 12 | Amount | Distribution deferred contributions | |
Box 20b Amount | 12 | Amount | Distribution after-tax contributions | |
Box 20c Amount | 12 | Amount | Distribution income accretion | |
Box 20d Amount | 12 | Amount | Distribution others | |
Box 20e Amount | 12 | Amount | Dist total (lines 19a through 19d) | |
Box 21 Amount | 12 | Amount | Income tax withheld on eligible distributions for reason of extreme economic emergency due to hurricane Maria | |
Box 22 Code Box 1 | 1 | Text | Distribution code | Values: A,B,C,D,E,F,G,H,I,J,K,L,M,N allowed only |
Box 22 Code Box 2 | 1 | Text | Distrbution code | Values: A,B,C,D,E,F,G,H,I,J,K,L,M,N allowed only |
See Form Common Fields | Form fields common to all form types. |
Form 480.7C:
Hacienda form and instructions: 480.7c_2017_informativo.pdf