Looking for a spreadsheet template you can use to file 1099-K Forms?
This page provides a 1099-K 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-K tax forms.
DOWNLOAD 1099-K EXCEL TEMPLATE GO TO 1099 SOFTWARE DETAILS PAGE
Field Name | Notes | Example |
PAYEE's Tax Identification number | This is a mandatory field. Text field, maximum 11 characters long. | 652-45-7888 |
PAYEE's Name (Line One) | This is a mandatory field. Text field, maximum 40 characters long. | John Doe |
PAYEE's Name (Line Two) | Text field, maximum 40 characters long. | |
PAYEE's Address1 | Text field, maximum 30 characters long. | South Orange Drive |
PAYEE's City | Text field, maximum 20 characters long. | Banana Town |
PAYEE'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 |
PAYEE's Zip Code | Text field, maximum 11 characters long. | 25201 |
Account Number | Text field, maximum 12 characters long. | 652-999 |
Check payment settlement entity (PSE) | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
Check Electronic payment facilitator | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
Check transactions reported are payment card | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
Check transactions reported are third party network | This field can either be 1 or 0. 1 means the check box is checked and 0, means it's unchecked. | 1 |
PSE name and telephone number | Text field, maximum 40 characters long. | Sample PSE Name text |
Merchant category code | Text field, maximum 4 characters long. | 1731 |
Number of purchase transactions | Numeric field (shouldn’t include any non-numeric characters like a ","). | 180 |
Gross amount of payment card/third party network transactions | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
Card Not Present transactions | Numeric field (shouldn’t include any non-numeric characters like a ","). | 89292.14 |
Federal income tax withheld | Numeric field (shouldn’t include any non-numeric characters like a ","). | 592.44 |
January payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
February payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
March payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
April payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
May payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
June payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
July payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
August payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
September payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
October payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
November payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
December payments | Numeric field (shouldn’t include any non-numeric characters like a ","). | 15563.25 |
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 | NC |
State identification no | Text field, maximum 20 characters long. | 8554-555-1 |
State tax withheld | Numeric field (shouldn’t include any non-numeric characters like a ","). | 205.6 |
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