IRS Release Status: 

Sample Excel Import File: 1098-Q 2019.xlsx

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.
Issuer's TIN1AmountIssuer's TIN

Participant's TIN

1Amount

Participant's TIN


Box 1a

12Amount

Box 1a: Annuity amount on start date


Box 1b12AmountBox 1b: Annuity start date
Box 21CheckboxBox 2: Check if start date may be acceleratedX / Y / T / 1 = Checked
Box 312AmountBox 3: Total premiums
Box 41AmountFMV of QLAC
Box 5a12AmountBox 5a: January amount
Box 5b12AmountBox 5b: February amount
Box 5c12

Amount

Box 5c: March amount
Box 5d12AmountBox 5d: April amount
Box 5e12AmountBox 5e: May amount
Box 5f12AmountBox 5f: June amount
Box 5g12AmountBox 5g: July amount
Box 5h12AmountBox 5h: August amount
Box 5i12AmountBox 5i: September amount
Box 5j12AmountBox 5j: October amount
Box 5k12AmountBox 5k: November amount
Box 5l12AmountBox 5l: December amount

1098-Q Form: 


IRS 1098-Q Form:   2019 1098-Q Form

IRS 1098-Q Instructions:   2019 1098-Q Instructions