View Source

IRS Release Status:

Sample Excel Import File: (Preliminary) 1099-PATR 2020.xlsx

Significant Changes
2019 Box 5 - Redemption of nonqualified notices and retain allocations is now Box 5 - Redeemed nonqualified notices
2019 Box 6 - Domestic production activities deduction is now Box 6 - Section 199A(g) deduction
2019 Box 7 - Qualified payments is now Box 7 - Qualified payments (Section 199A(b)(7))
2019 Box 8 - Investment credit is now Box 8 - Section 199A(a) qual. items
2019 Box 9 - Work opportunity credit is now Box 9 - Section 199A(a) SSTB items
2019 Box 10 - Patron's AMT adjustment is now Box 10 - Investment credit
2019 Box 11 - Other credits and deductions is now Box 11 - Work opportunity credit
Renumbered 2019 Box 11 - Other credits and deductions is now Box 12 - Other credits and deductions
Added Box 13 - Specified Coop

Please note: See the revised instructions for boxes 2, 5, 6, 7, 8, and 9, later.

Extension of certain credits. Certain credits reported in box 12 have been extended. See IRS Instruction for 2020 1099-PATR, Box 12

For Paper Filing - Changed the box calculations for the 2020 1096 form due to the form restructuring. Please visit page 2 of the Form 1096 for more details.

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.
2nd TIN Notice	1	Checkbox	Second TIN Notice	X / Y / T / 1 = Checked
Box 1 Amount	12	Amount	Box 1: Patronage dividends
Box 2 Amount	12	Amount	Box 2: Nonpatronage distributions
Box 3 Amount	12	Amount	Box 3: Per-unit retain allocations
Box 4 Amount	12	Amount	Box 4: Federal income tax withheld
Box 5 Amount	12	Amount	Box 5: Redeemed nonqualified notices
Box 6 Amount	12	Amount	Box 6: Section 199A(g) deduction
Box 7 Amount	12	Amount	Box 7: Qualified payments (Section 199A(b)(7))
Box 8 Amount	12	Amount	Box 8: Section 199A(a) qual. items
Box 9 Amount	12	Amount	Box 9: Section 199A(a) SSTB items
Box 10 Amount	12	Amount	Box 10: Investment credit
Box 11 Amount	12	Amount	Box 11: Work opportunity credit
Box 12 Amount	12	Amount	Box 12: Other credits and deductions
Box 12 Credit Form	6	Text	Box 12: Credit form description	8835, 8844, 8896, 8932, 8941, EPAS, 8864, 6478, 8845
Box 13 Checkbox	1	Checkbox	Box 13: Specified Cooperatives	X / Y / T / 1 = Checked; See IRS Insutrctions
See Form Common Fields			Form fields common to all form types.

1099-PATR Form:

Public Documents > 1099-PATR 2020 > image2020-5-19_15-38-29.png

IRS Release Status:

Sample Excel Import File: (Preliminary) 1099-PATR 2020.xlsx

Import Form Fields:

1099-PATR Form:

IRS 1099-PATR Form: 1099-PATR 2020 Form

IRS 1099-PATR Instructions: 1099-PATR 2020 Instructions