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1099-B - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the 1099-B Form Data Template. The CSV template is also attached to the bottom of this article.
An Account must be created prior to ingesting Form Data. There may be many rows for a single Account, representing each disposition of a lot. If an update is required, be sure to include all rows applicable for the Account for the tax year, not just the rows that require adding/updating. Additionally, the state field is only required if there is state withholding, or if the income is attributable to a state that is different from the Account Owner’s address.
Please note: For more information on all of the 1099-B data requirements, please refer to this guide: 1099-B - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| CUSIP Number | cusip_number |
String Maximum 13 characters |
38259P508 |
| Property Name | asset_name | String | Bitcoin |
| Property Symbol (Description Of Property (Box 1a) - 1) | asset_symbol | String | BTC |
| Property Quantity (Description Of Property (Box 1a) - 2) | asset_quantity | Number | 10 |
| Date Acquired (Box 1b) | acquired_date | M/D/YYYY | 1/1/2020 |
| Date Sold Or Disposed (Box 1c) | disposed_date | M/D/YYYY | 1/1/2020 |
| Proceeds (Box 1d) | proceeds | Dollar Amount | 100 |
| Cost Or Other Basis (Box 1e) | cost_basis | Dollar Amount | 100 |
| Accrued Market Discount (Box 1f) | accrued_market_discount | Dollar Amount | 100 |
| Wash Sale Loss Disallowed (Box 1g) | wash_sale | Dollar Amount | 100 |
| Ordinary, Short-Term or Long-Term Gain/Loss (Box 2) | gain_loss_classification | Enum | Short-term |
| Proceeds are from Collectibles or QOF (Box 3) | collectibles_qof_classification | Enum | Collectibles |
| Federal Income Tax Withheld (Box 4) | federal_tax_withheld | Dollar Amount | 100 |
| Security is Noncovered (Box 5) | is_noncovered_security | TRUE/FALSE | TRUE |
|
Gross Proceeds or Net Proceeds Reported To IRS (Box 6) |
proceeds_type |
Enum | Gross proceeds |
| Loss Is Not Allowed Based On Line 1D Amount (Box 7) | is_loss_not_allowed_based_on_proceeds | TRUE/FALSE | TRUE |
| Profit Or (Loss) Realized In Current Tax Year On Closed Contracts (Box 8) | gains_on_closed_contracts | Dollar Amount | 100 |
| Unrealized Profit Or (Loss) On Open Contracts - Dec 31 Of Prior Tax Year (Box 9) | unrealized_gains_on_open_contracts_prior_year | Dollar Amount | 100 |
| Unrealized Profit Or (Loss) On Open Contracts - Dec 31 Of Current Tax Year (Box 10) | unrealized_gains_on_open_contracts_current_year | Dollar Amount | 100 |
| Bartering (Box 13) | bartering | Dollar Amount | 100 |
| State Name (Box 14) | state | Enum | NY |
| State Id (Box 15) | payers_state_number | String | 3874938 |
| State Tax Withheld (Box 16) | state_tax_withheld | Dollar Amount | 100 |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| gain_loss_classification | Short-term |
| gain_loss_classification | Long-term |
| collectibles_qof_classification | Collectibles |
| collectibles_qof_classification | QOF |
| proceeds_type | Gross proceeds |
| proceeds_type | Net proceeds |
| state | State Names and Codes |
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.