1099-R 2020

IRS Release Status: FINAL

Sample Excel Import File: (Professional/Enterprise) 1099-R 2020.xlsx

Sample Excel Import File: (Corporate Suite) 1099-R 2020 Map by Name.xlsx

What's New for 2020

Form is renumbered after Box 11 - 1st year of Roth contribution
Distributions for qualified birth and adoption - provides for a distribution of up to $5,000 for a qualified birth or adoption that is exempt from the 10% early distribution tax and that can be repaid. See IRS Instructions below

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.
Box 1 Amount	12	Amount	Box 1: Gross distribution
Box 2a Amount	12	Amount	Box 2a: Taxable amount
Box 2b Checkbox 1	1	Checkbox	Box 2b: Taxable amount not determined	X / Y / T / 1 = Checked
Box 2b Checkbox 2	1	Checkbox	Box 2b: Total distribution	X / Y / T / 1 = Checked
Box 3 Amount	12	Amount	Box 3: Capital gain (included in box 2a)
Box 4 Amount	12	Amount	Box 4: Federal income tax withheld
Box 5 Amount	12	Amount	Box 5: Employee contributions/Designated Roth contribution or insurance premiums
Box 6 Amount	12	Amount	Box 6: Net unrealized appreciation in employer's securities
Box 7 Code(s)	2	Text	Box 7: Distribution Code(s)	See IRS instructions
Box 7 Checkbox	1	Checkbox	Box 7: IRA / SEP / SIMPLE	X / Y / T / 1 = Checked
Box 8 Amount	12	Amount	Box 8: Other
Box 8 Number	2	Numeric	Box 8: Other percentage	0 - 99
Box 9a Number	2	Numeric	Box 9a: Your percentage of total distribution	0 - 99
Box 9b Amount	12	Amount	Box 9b: Total employee contributions
Box 10 Amount	12	Amount	Box 10: Amount allocable to IRR within 5 years
Box 11 Roth Year	4	Numeric	Box 11: 1st year of Roth contribution	YYYY
Box 12 FATCA Checkbox	1	Checkbox	Box 12: FATCA filing requirement	X / Y / T / 1 = Checked
Box 13 Date of payment	10	Text	Box 13: Date of Payment	MM/DD/YYYY or M/D/YYYY
Box 14 Amount	12	Amount	Box 14: State tax withheld
Box 15 ID Number	20	Text	Box 15: State/Payer's state number	Given by State Department of Revenue
Box 15 State	2	Text	Box 15: State abbreviation code	Use state abbreviation
Box 16 Amount	12	Amount	Box 16: State distribution
Box 17 Amount	12	Amount	Box 17: Local tax withheld
Box 18 Name	15	Text	Box 18: Name of locality
Box 19 Amount	12	Amount	Box 19: Local distribution
Alt Account/PACE	40	Text	Alternate Account/PACE Key	(CS Only)
Life of Line/Info	40	Text	Life of Line/Special Info	(CS Only)
See Form Common Fields			Form fields common to all form types.

IRS Release Status: FINAL

Sample Excel Import File: (Professional/Enterprise) 1099-R 2020.xlsx

Sample Excel Import File: (Corporate Suite) 1099-R 2020 Map by Name.xlsx

Import Form Fields:

1099-R Form:

IRS 1099-R Form: 1099-R 2020 Form

IRS 1099-R Instructions: 1099-R 2020 Instructions