1099-MISC - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the 1099-MISC 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-MISC data requirements, please refer to this guide: 1099-MISC - Overview
|
Field |
Headers |
Format |
Example |
|
Account ID |
account_id |
String |
12345678 |
|
Rents (Box 1) |
rents |
Dollar Amount |
100 |
|
Royalties (Box 2) |
royalties |
Dollar Amount |
100 |
|
Other income (Box 3) |
other_income |
Dollar Amount |
100 |
|
Federal income tax withheld (Box 4) |
federal_tax_withheld |
Dollar Amount |
100 |
|
Fishing boat proceeds (Box 5) |
fishing_boat_proceeds |
Dollar Amount |
100 |
|
Medical and health care payments (Box 6) |
medical_and_health_care_payments |
Dollar Amount |
100 |
|
Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale (Box 7) |
direct_sales_5000_consumer_products |
TRUE/FALSE |
TRUE |
|
Substitute payments in lieu of dividends or interest (Box 8) |
substitute_payments |
Dollar Amount |
100 |
|
Crop insurance proceeds (Box 9) |
crop_insurance_proceeds |
Dollar Amount |
100 |
|
Gross proceeds paid to an attorney (Box 10) |
gross_proceeds_paid_to_an_attorney |
Dollar Amount |
100 |
|
Fish purchased for resale (Box 11) |
fish_purchased_for_resale |
Dollar Amount |
100 |
|
Section 409A deferrals (Box 12) |
section_409a_deferrals |
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 |
|
Overtime Compensation (Box 14) |
overtime_comp |
Dollar Amount |
100 |
|
Excess golden parachute payments (Box 14) |
excess_golden_parachute_payments |
Dollar Amount |
100 |
|
Nonqualified deferred compensation (Box 15) |
nonqualified_deferred_comp |
Dollar Amount |
100 |
|
State tax withheld (Box 16) |
state_tax_withheld |
Dollar Amount |
100 |
|
State (Box 17 - 1) |
state |
Enum |
NY |
|
Payer's state number (Box 17 - 2) |
payers_state_number |
String |
3874938 |
|
State Income (Box 18) |
state_income |
Dollar Amount |
100 |
Please see below for the enums available for each of the applicable fields.
|
Header |
Enum |
|
state |
|
|
ttoc_1 |
|
|
ttoc_2 |
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.