1099 Electronic Filing Basics

1099 MISC Excel Template

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

This page provides a 1099 MISC 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-MISC tax forms.

DOWNLOAD 1099 MISC EXCEL TEMPLATE GO TO 1099 SOFTWARE DETAILS PAGE

Field Name

Notes

Example

Recipient's 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 Address2

Text field, maximum 30 characters long.

Apt. E.

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

Email Address

Text field, maximum 100 characters long.

janedoe@janedoeinc.com

Account Number

Text field, maximum 12 characters long.

652-999

Box 1 (Rents)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5666.26

Box 2 (Royalties)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5721.38

Box 3 (Other income)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5776.5

Box 4 (Federal income tax withheld)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5831.62

Box 5 (Fishing boat proceeds)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5886.74

Box 6 (Medical and health care payments)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5941.86

Box 7 (Nonemployee compensation)

Numeric field (shouldn’t include any non-numeric characters like a ",").

5996.98

Box 8 (Substitute payments in lieu of dividends or interest)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6052.1

Box 9 (Payer made direct sales of $5000 or more...)

This field can either be 1 or 0.

1 means the check box is checked and 0,means it’s unchecked.

0

Box 10 (Crop insurance proceeds)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6162.34

Box11 (Foreign tax paid)

Numeric field (shouldn’t include any non-numeric characters like a ",").

823.14

Box 13 (Excess golden parachute payments)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6217.46

Box 14 (Gross proceeds paid to an attorney)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6272.58

Box 15a (Section 409A deferrals)

Numeric field (shouldn’t include any non-numeric characters like a ",").

6327.7

Box 15b (Section 409A income)

Numeric field (shouldn’t include any non-numeric characters like a ",").

115.15

Box 16 (State tax withheld) Line 1

Numeric field (shouldn’t include any non-numeric characters like a ",").

121.1

Box 17 (State/Payer's state no.) Line 1

Text field, maximum 20 characters long. Must be formatted State Abbreviation/State ID such as IL/2851417 .

IL/2851417

Box 18 (State income) Line 1

Numeric field (shouldn’t include any non-numeric characters like a ",").

25212.12

Box 16 (State tax withheld) Line 2

Numeric field (shouldn’t include any non-numeric characters like a ",").

2351.1

Box 17 (State/Payer's state no.) Line 2

Text field, maximum 20 characters long. Must be formatted State Abbreviation/State ID such as IL/2851417 .

IL/2851417

Box 18 (State income) Line 2

Numeric field (shouldn’t include any non-numeric characters like a ",").

36212.12

FATCA filing requirement

This field can either be 1 or 0.

1 means the check box is checked and 0, means it is unchecked.

0

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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18313 Distinctive Drive
Orland Park, IL USA 60467

Real Business Solutions was founded in the state of Illinois in 2003.

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1-708-590-6376
Fax: 1-708-590-0910

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