1099-NEC - Form Data CSV Ingestion Template Guide

Please see the table below for details on each field of the 1099-NEC 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-NEC data requirements, please refer to this guide: 1099-NEC - Data Requirements

Field	Headers	Format	Example
Account ID	account_id	String	12345678
Nonemployee compensation (Box 1)	nonemployee_comp	Dollar Amount	100
Payer made direct sales totaling $5,000 or more of consumer products to recipients for resale	direct_sales_5000_consumer_products	TRUE/FALSE	TRUE
Federal income tax withheld (Box 4)	federal_tax_withheld	Dollar Amount	100
State tax withheld (Box 5)	state_tax_withheld	Dollar Amount	100
State (Box 6 - 1)	state	Enum	NY
Payer's state number (Box 6 - 2)	payers_state_number	String	3874938
State Income (Box 7)	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.

1099-NEC_Form-Data-Ingestion-Template.csv