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1099-K - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the 1099-K 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-K data requirements, please refer to this guide: 1099-K - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Gross amount of payment card/third party network transactions (Box 1a) | gross_amount_of_payments_transactions | Dollar Amount | 100 |
| Card Not Present transactions (Box 1b) | card_not_present_transactions | Dollar Amount | 100 |
| Merchant category code (Box 2) | merchant_category_code | 0000 | 1771 |
| Number of payment transactions (Box 3) | number_of_payment_transactions | Number | 10 |
| Federal income tax withheld (Box 4) | federal_tax_withheld | Dollar Amount | 100 |
| January (Box 5a) | january_5a | Dollar Amount | 100 |
| February (Box 5b) | february_5b | Dollar Amount | 100 |
| March (Box 5c) | march_5c | Dollar Amount | 100 |
| April (Box 5d) | april_5d | Dollar Amount | 100 |
| May (Box 5e) | may_5e | Dollar Amount | 100 |
| June (Box 5f) | june_5f | Dollar Amount | 100 |
| July (Box 5g) | july_5g | Dollar Amount | 100 |
| August (Box 5h) | august_5h | Dollar Amount | 100 |
| September (Box 5i) | september_5i | Dollar Amount | 100 |
| October (Box 5j) | october_5j | Dollar Amount | 100 |
| November (Box 5k) | november_5k | Dollar Amount | 100 |
| December (Box 5l) | december_5l | Dollar Amount | 100 |
| State (Box 6) | state | Enum | NY |
| State identification no. (Box 7) | payers_state_number | String | 3874938 |
| State income tax withheld (Box 8) | state_tax_withheld | Dollar Amount | 100 |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| 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.