1099-R - Form Data CSV Ingestion Template Guide

Please see the table below for details on each field of the 1099-R 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 there are multiple distribution codes or the income applies to multiple states, there may be a separate row for each distribution code and state combination. 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-R data requirements, please refer to this guide: 1099-R - Data Requirements

Field	Headers	Format	Example
Account ID	account_id	String	12345678
Gross distribution (Box 1)	gross_distribution	Dollar Amount	100
Taxable amount (Box 2a)	taxable_amount	Dollar Amount	100
Taxable amount not determined (Box 2b)	taxable_amount_not_determined	TRUE/FALSE	TRUE
Total distribution (Box 2b)	is_total_distribution	TRUE/FALSE	TRUE
Capital gain (included in box 2a) (Box 3)	capital_gain	Dollar Amount	100
Federal income tax withheld (Box 4)	federal_tax_withheld	Dollar Amount	100
Employee contributions/Designated Roth contributions or insurance premiums (Box 5)	employee_contributions_designated_roth_contributions_insurance_premiums	Dollar Amount	100
Net unrealized appreciation in employer's securities (Box 6)	net_unrealized_appreciation	Dollar Amount	100
Distribution code(s) (Box 7)	distributions_code	Enum	7
Earnings on excess contrib. (Box 7d)	earnings_on_excess_contributions	Dollar Amount	100
Other (Box 8)	other	Dollar Amount	100
Percentage of annuity contract (Box 8b)	percentage_of_annuity_contract	Percentage	0.3
Your percentage of total distribution (Box 9a)	percentage_of_total_distribution	Percentage	0.3
Total employee contributions (Box 9b)	total_employee_contributions	Dollar Amount	100
Amount allocable to IRR within 5 years (Box 10)	allocable_to_irr_within_5_years	Dollar Amount	100
1st year of desig. Roth Contrib. (Box 11)	first_year_designated_roth_contribution	YYYY	2024
Date of payment (Box 13)	date_of_payment	M/D/YYYY	1/1/2024
State tax withheld (Box 14)	state_tax_withheld	Dollar Amount	100
State (Box 15 - 1)	state	Enum	NY
Payer's state number (Box 15 - 2)	payers_state_number	String	3874938
State distribution (Box 16)	state_distribution	Dollar Amount	100
Local tax withheld (Box 17)	local_tax_withheld	Dollar Amount	100
Name of locality (Box 18)	name_of_locality	String	New York City
Local distribution (Box 19)	local_distribution	Dollar Amount	100

Please see below for the enums available for each of the applicable fields.

Header	Enum
distributions_code	IRA Distribution Codes Reference Guide
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-R_Form-Data-Ingestion-Template.csv