1099-A - Form Data CSV Ingestion Template Guide

Use the 1099-A Form Data CSV template to provide the information needed to generate Form 1099-A for each reportable borrower.

The CSV template is also attached to the bottom of this article.

An Account must be created before you ingest Form Data. There should typically be a single row for each Account in the template. Multiple rows for the same Account are accepted when needed.

Please note: For more information about all 1099-A data requirements, please refer to the following guide: 1099-A - Data Requirements

Field	Header	Format	Example
Account ID	account_id	String	12345678
Date of lender's acquisition or knowledge of abandonment (Box 1)	date_acquisition_or_abandonment	M/D/YYYY	1/1/2025
Balance of principal outstanding (Box 2)	principal_balance	Dollar amount	250000
Fair market value of property (Box 4)	fmv_of_property	Dollar amount	200000
If checked, the borrower was personally liable for repayment of the debt (Box 5)	borrower_personally_liable	TRUE/FALSE	TRUE
Description of property (Box 6)	property_description	String	Mortgage

Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.

Taxbit - US Form Data CSV Templates - 1099-a.csv