.png?width=1537&height=590&name=taxbit-dark%20(1).png)
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 - Data Requirements
| 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 |
| 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 | 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.