1099 Electronic Filing Basics

1099-B Excel Template

Looking for a spreadsheet template you can use to file 1099-B Forms?

This page provides a 1099-B Excel Template you can download to your computer, populate using spreadsheet program and then import inside W2 Mate software to print and e-File your 1099-B tax forms.

DOWNLOAD 1099-B EXCEL TEMPLATE GO TO 1099 SOFTWARE DETAILS PAGE

Field Name Notes Example
Recipient's Tax Identification number This is a mandatory field. Text field, maximum 11 characters long. 652-45-7888
Recipient's Name (Line One) This is a mandatory field. Text field, maximum 40 characters long. John Doe
Recipient's Name (Line Two) Text field, maximum 40 characters long.
Recipient's Address1 Text field, maximum 30 characters long. South Orange Drive
Recipient's City Text field, maximum 20 characters long. Banana Town
Recipient's State Must be one of the following:   AA, AC, AE, AK, AL, AP, AR, AS, AZ, CA, CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY IL
Recipient's Zip Code Text field, maximum 11 characters long. 25201
Account Number Text field, maximum 12 characters long. 652-999
Applicable check box on Form 8949 Text field, maximum 25 characters long. (A)
Box 1a Description of property Text field, maximum 26 characters long Sample description text
Box 1b Date acquired Text field, maximum 15 characters long. 10/22/2011
Box 1c Date sold or disposed Text field, maximum 15 characters long. 10/15/2010
Box 1d Proceeds Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 1e Cost or other basis Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 1f Accrued market discount Numeric field (shouldn’t include any non-numeric characters like a ","). 150.00
Box 1g Wash sale loss disallowed Numeric field (shouldn’t include any non-numeric characters like a ","). 700.14
Box 2 Type of gain or loss Short-term This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 2 Type of gain or loss Long-term This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 2 Ordinary This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 3 Basis reported to IRS This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 4 Federal income tax withheld Numeric field (shouldn’t include any non-numeric characters like a ","). 700.14
Box 5 Non-covered security This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 6 Reported to IRS as Gross proceeds This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 6 to Reported IRS as Net proceeds This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 7 Check if loss not allowed based on amount in box 1d This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 8 Profit or (loss) realized (this year) on closed contracts Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 9 Unrealized profit or (loss) on open contracts - 12/31 Last Year Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 10 Unrealized profit or (loss) on open contracts - 12/31 This year Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 11 Aggregate profit or (loss) on contracts Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 12 Check if proceeds from collectibles This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1
Box 13 Bartering Numeric field (shouldn’t include any non-numeric characters like a ","). 5800.14
Box 14 State Name Must be one of the following:   AA, AC, AE, AK, AL, AP, AR, AS, AZ, CA, CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY NC
Box 15 State identification no Text field, maximum 20 characters long. 8554-555-1
Box 16 State tax withheld Numeric field (shouldn’t include any non-numeric characters like a ","). 205.6
CUSIP number Text field, maximum 15 characters long 123456-12-3
2nd TIN not. This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 0

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