1099 Electronic Filing Basics

1099-K Excel Template

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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