1099-B Excel Template

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

1099-B Excel Template

Contact Us