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: The sum of the amounts for each month (Box 5a-5l) should be equal to the amount indicated in Box 1a.

Please note: For more information on all of the 1099-K data requirements, please refer to this guide: 1099-K - Overview

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
Cash Tips (Box 13a)	cash_tips	Dollar Amount	100
Treasury Tipped Occupation Code(s) (Box 13b) (1)	ttoc_1	Enum	101
Treasury Tipped Occupation Code(s) (Box 13b) (2)	ttoc_2	Enum	102
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
ttoc_1	TTOC Codes Reference Guide
ttoc_2	TTOC Codes Reference Guide

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.

SAMPLE-US_2026_1099K.pdf

Form Data - 1099-K.csv