1099-INT - Form Data CSV Ingestion Template Guide

Please see the table below for details on each field of the 1099-INT 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 should typically be a single row for each Account in the template; however, if the income applies to multiple states, there may be a separate row for each state. 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-INT data requirements, please refer to this guide: 1099-INT - Data Requirements

Field	Headers	Format	Example
Account ID	account_id	String	12345678
Interest income (Box 1)	interest_income	Dollar Amount	100
Early withdrawal penalty (Box 2)	early_withdrawal_penalty	Dollar Amount	100
Interest on U.S. Savings Bonds and Treasury obligations (Box 3)	interest_on_us_savings_bonds_and_treasury_obligations	Dollar Amount	100
Federal income tax withheld (Box 4)	federal_tax_withheld	Dollar Amount	100
Investment expenses (Box 5)	investment_expense	Dollar Amount	100
Foreign tax paid (Box 6)	foreign_tax_paid	Dollar Amount	100
Foreign country or U.S. possession (Box 7)	foreign_country_or_us_possession	Enum	LU
Tax-exempt interest (Box 8)	tax_exempt_interest	Dollar Amount	100
Specified private activity bond interest (Box 9)	specified_private_activity_bond_interest	Dollar Amount	100
Market discount (Box 10)	market_discount	Dollar Amount	100
Bond premium (Box 11)	bond_premium	Dollar Amount	100
Bond premium on Treasury obligations (Box 12)	bond_premium_on_treasury_obligations	Dollar Amount	100
Bond premium on tax-exempt bond (Box 13)	bond_premium_on_tax_exempt_bond	Dollar Amount	100
Tax-exempt and tax credit bond CUSIP number (Box 14)	tax_exempt_and_tax_credit_bond_cusip	String	38259P508
State (Box 15)	state	Enum	NY
State identification number (Box 16)	payers_state_number	String	38259P508
State tax withheld (Box 17)	state_tax_withheld	Dollar Amount	100

Please see below for the enums available for each of the applicable fields.

Header	Enum
foreign_country_or_us_possession	Country Names and Codes
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.

1099-INT_Form-Data-Ingestion-Template.csv