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IRA - Transactions CSV Ingestion Template Guide
Use this template for US retirement reporting (e.g., Forms 1099-R and 5498) when you are sending retirement-specific transaction data, such as contribution-year, distribution-code, or withholding fields.
Please see the table below for information on each field within the IRA - Transactions Template. The CSV template is also attached to the bottom of this article.
Please note: Only the Account ID is required for ingestion, however, for more information on all of the data requirements for specific form types, please refer to this guide: Data Requirements Overview
For more details on the Taxbit Transaction data model, please refer to this guide: Transactions - Data Model
| Field | Headers | Format | Example |
| Client User ID/ Account Number | account_id | String | 12345678 |
| Transaction ID | transaction_id | String | 12345678 |
| Date and Time | date_time | UTC Time in ISO-8601 Format | 2020-01-01T00:00:00.000Z |
| Transaction Type | transaction_type | Enum | Contribution |
| Transaction Subtype | transaction_subtype | Enum | Rollover |
| Distribution Code | distribution_code | Enum | 7 |
| Total Distribution | total_distribution | TRUE/FALSE | TRUE |
| Contribution Year | contribution_year | YYYY | 2024 |
| Postponed Contribution / Late Rollover Reason | postponed_late_reason | Enum | EO13239 |
| Received Quantity | received_quantity | Number | 10 |
| Received Currency | received_currency | String | ETH |
| Sent Quantity | sent_quantity | Number | 10 |
| Sent Currency | sent_currency | String | USD |
| Transaction Value in USD | transaction_value_usd | Dollar Amount |
100
|
| Fee Quantity | fee_quantity | Number | 10 |
| Fee Currency | fee_currency | String | USD |
| Fee Value in USD | fee_value_usd | Dollar Amount | 100 |
| Federal Withholding Quantity (Value in USD) | federal_withholding_quantity | Dollar Amount | 100 |
| State Withholding (Value in USD) | state_withholding_value_usd | Dollar Amount | 100 |
| State | state | Enum | WA |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| transaction_type | Taxbit Transaction Types |
| transaction_subtype | Taxbit Transaction Types |
| distribution_code | IRA Distribution Codes Reference Guide |
| postponed_late_reason | EO13239 |
| postponed_late_reason | EO12744 |
| postponed_late_reason | EO13119 |
| postponed_late_reason | PL106-21 |
| postponed_late_reason | PL115-97 |
| postponed_late_reason | FD |
| postponed_late_reason | PO |
| postponed_late_reason | SC |
| state | State/Province Names and Codes |
Please note: There is a limitation of 30M rows for Transaction CSV data, and 10M for Transaction JSON data. If the file is larger than this limit, please split the file to successfully ingest the associated data.