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1099-DA - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the 1099-DA Form Data Template. The CSV template is also attached to the bottom of this article.
An Account must be created before ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple postponed contribution reason codes, there may be a separate row for each contribution reason.
Please note: For more information on all of the 1099-DA data requirements, please refer to this guide: 1099-DA - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Standard code for digital asset (e.g., BTC) | asset_symbol | String | BTC |
| [DTIF] Code of digital asset (Box 1a) | asset_dtif_code | 9-character alphanumeric string | GE3838456 |
| Name of digital asset (Box 1b) | asset_name | String | Bitcoin |
| Number of units (Box 1c) | asset_quantity | Positive Number | 10 |
| Date Acquired (Box 1d) | acquired_date | M/D/YYYY | 1/1/2020 |
| Date Sold Or Disposed (Box 1e) | disposed_date | M/D/YYYY | 1/1/2020 |
| Proceeds (Box 1f) | proceeds | Dollar Amount | 100 |
| Cost Or Other Basis (Box 1g) | cost_basis | Dollar Amount | 100 |
| Gross Proceeds or Net Proceeds Reported To IRS (Box 3a) | proceeds_type | Enum | Gross Proceeds |
| Federal Income Tax Withheld (Box 4) | federal_tax_withheld | Dollar Amount | 100 |
| Ordinary, Short-Term or Long-Term Gain/Loss (Box 6) | gain_loss_classification | Enum | Short-term |
| Proceeds are only from cash (Box 7) | cash_proceeds | TRUE/FALSE | TRUE |
| Broker relied on customer-provided acquisition information (Box 8) | customer_provided | TRUE/FALSE | TRUE |
| Lot Disposed has customer-provided acquisition information | customer_provided_lot | TRUE/FALSE | TRUE |
| Security is Noncovered (Box 9) | is_noncovered_security | TRUE/FALSE | TRUE |
| Gross proceeds is aggregated for qualifying stablecoins or specified NFTs (Box 11a) | aggregate_stablecoin_nft | Enum | Stablecoin |
| Non-Designated | nondesignated_stablecoin | TRUE/FALSE | FALSE |
| Number of aggregated transactions (Box 11b) | aggregated_transactions | Number | 10 |
| NFT proceeds attributable to first sales by creator or minter (Box 11c) | nft_minter_proceeds | TRUE/FALSE | FALSE |
| Number of units transferred in (Box 12a) | units_transferred_in | Number | 10 |
| Transferred in date (Box 12b) | date_transferred_in | M/D/YYYY | 1/1/2020 |
| 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 |
| proceeds_type | Gross Proceeds |
| proceeds_type | Net Proceeds |
| gain_loss_classification | Short-term |
| gain_loss_classification | Long-term |
| aggregate_stablecoin_nft | Stablecoin |
| aggregate_stablecoin_nft | NFT |
| 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.