Form Data - CSV Ingestion Template Guides

Please see below for the list of form ingestion template guides that can be used to format form data:

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

Please note: For eligibility determination, when both Transaction Data and Form Data are provided, Taxbit considers only Form Data when evaluating whether the activity meets the reporting threshold. Transaction Data is not considered for that determination. For more information, please refer to the following guide: Eligibility Determination

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.