Data Ingestion

General

• Bulk Filer Ingestion
• Manage Data FAQs
• Migrate Open Lots
• Mid-Year Filer Change
• Delete Page
• Tips and Tricks for Working with CSV Files

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Ingestion Templates

• Other - CSV Ingestion Template Guides
• Tax Documentation - CSV Ingestion Template Guides
• Form Data - CSV Ingestion Template Guides
• Account Owner/Account - CSV Ingestion Template Guides
• Transactions - CSV Ingestion Template Guides

How to Articles

• How to Ingest Data
• How to Delete Data

Formats & Enums

• TTOC Codes Reference Guide
• State/Province Names and Codes
• W-8 Tax Documentation Enums
• Supported Fiat Currencies
• IRA Distribution Codes Reference Guide
• Tax Classification Enums
• Form 1042-S Enum Codes
• Country Names and Codes

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Form Data - CSV Ingestion Templates

• MRDP - Form Data CSV Ingestion Template Guide
• 1042 - Form Data CSV Ingestion Template Guide
• 1098 - Form Data CSV Ingestion Template Guide
• 1099-A - Form Data CSV Ingestion Template Guide
• 1099-C - Form Data CSV Ingestion Template Guide
• 1099-DIV - Form Data CSV Ingestion Template Guide
• CARF - Form Data CSV Ingestion Template Guide
• CRS - Form Data CSV Ingestion Template Guide
• W-2G - Form Data CSV Ingestion Template Guide
• SERR - Form Data CSV Ingestion Template Guide
• 1099-NEC - Form Data CSV Ingestion Template Guide
• 1099-R - Form Data CSV Ingestion Template Guide
• 5498 - Form Data CSV Ingestion Template Guide
• 1099-INT - Form Data CSV Ingestion Template Guide
• 1099-B - Form Data CSV Ingestion Template Guide
• 1042-S - Form Data CSV Ingestion Template Guide
• Gain/Loss Statement - Form Data CSV Ingestion Template Guide
• 1099-MISC - Form Data CSV Ingestion Template Guide
• 1099-DA - Form Data CSV Ingestion Template Guide
• 1099-K - Form Data CSV Ingestion Template Guide

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Transactions - CSV Ingestion Templates

• Global - Transactions CSV Ingestion Template Guide
• Payments - Transactions CSV Ingestion Template Guide
• Standard - Transactions CSV Ingestion Template Guide
• IRA - Transactions CSV Ingestion Template Guide
• Adjustments - Transactions CSV Ingestion Template Guide

Account Owner/Account - CSV Ingestion Templates

• CARF/CRS - Account Owner/Account CSV Ingestion Template Guide
• MRDP/DAC7 - Account Owner/Account CSV Ingestion Template Guide
• CARF/CRS Controlling Person - Account Owner/Account CSV Ingestion Template Formatting Guide
• Standard - Account Owner/Account CSV Ingestion Template Guide
• 1042-S - Account Owner/Account CSV Ingestion Template Guide

Tax Documentation - CSV Ingestion Templates

• SCF - Tax Documentation Validation CSV Ingestion Template Guide
• W-8BENE - Tax Documentation Validation CSV Ingestion Template Guide
• SCF Controlling Persons - Tax Documentation Validation CSV Ingestion Template Guide
• W-8BEN - Tax Documentation Validation CSV Ingestion Template Guide
• W-8IMY - Tax Documentation Validation CSV Ingestion Template Guide
• W-9 - Tax Documentation Validation CSV Ingestion Template Guide

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Other - CSV Ingestion Templates

• Filers - CSV Ingestion Template Guide
• Account Balance - CSV Ingestion Template Guide
• CP2100 - CSV Ingestion Template Guide
• Historical B-Notice - CSV Ingestion Template Guide
• Asset Configuration - CSV Template Guide
• Derivatives - Supplemental - CSV Ingestion Template Guide
• Financial Accounts - CSV Ingestion Template Guide
• User-Provided Acquisition Information for Transfers - CSV Ingestion Template Guide

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