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W-2G - Form Data CSV Ingestion Template Guide
Use the W-2G Form Data CSV template to provide the information needed to generate Form W-2G for each reportable winner.
The CSV template is also attached to the bottom of this article.
An Account must be created before you ingest Form Data. There should typically be a single row for each Account in the template. Multiple rows for the same Account are accepted when needed.
Please note: For more information about all W-2G data requirements, please refer to this guide: W-2G - Data Requirements
|
Field |
Header |
Format |
Example |
|
Account ID |
account_id |
String |
12345678 |
|
Category |
category |
Enum |
HORSE_RACING |
|
Reportable winnings (Box 1) |
reportable_winnings |
Dollar Amount |
2500 |
|
Date won (Box 2) |
date_won |
M/D/YYYY |
1/15/2025 |
|
Type of wager (Box 3) |
type_of_wager |
String |
Horse racing |
|
Wager amount |
wager_amount |
Dollar Amount |
10 |
|
Federal income tax withheld (Box 4) |
federal_tax_withheld |
Dollar Amount |
500 |
|
Transaction (Box 5) |
transaction |
String |
Ticket 12345 |
|
Race (Box 6) |
race |
String |
Race 4 |
|
Winnings from identical wagers (Box 7) |
winnings_from_identical_wagers |
Dollar Amount |
2500 |
|
Cashier (Box 8) |
cashier |
String |
Cashier 12 |
|
Window (Box 10) |
window |
String |
Window 3 |
|
First I.D. (Box 11) |
first_id |
String |
Driver's license 123456 |
|
Second I.D. (Box 12) |
second_id |
String |
Passport 987654 |
|
State (Box 13) |
state |
Enum |
CO |
|
Payer's state ID no. (Box 13) |
payers_state_id_number |
String |
123456789 |
|
State winnings (Box 14) |
state_winnings |
Dollar Amount |
2500.00 |
|
State income tax withheld (Box 15) |
state_income_tax_withheld |
Dollar Amount |
100.00 |
|
Local winnings (Box 16) |
local_winnings |
Dollar Amount |
2500.00 |
|
Local income tax withheld (Box 17) |
local_income_tax_withheld |
Dollar Amount |
50.00 |
|
Name of locality (Box 18) |
name_of_locality |
String |
Denver |
Please see below for the enums available for each of the applicable fields.
|
Header |
Enum |
|
category |
HORSE_RACING |
|
DOG_RACING |
|
|
JAI_ALAI |
|
|
OTHER_WAGERING |
|
|
STATE_LOTTERY |
|
|
SWEEPSTAKES_OTHER_LOTTERY |
|
|
KENO |
|
|
BINGO |
|
|
SLOT_MACHINES |
|
|
POKER_TOURNAMENT |
|
|
SPORTS_WAGERING |
|
|
state |
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.