1099 Electronic Filing Basics

1099-PATR Excel Template

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

This page provides a 1099-PATR 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-PATR tax forms.

DOWNLOAD 1099-PATR 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
Box 1 Patronage dividends Numeric field (shouldn’t include any non-numeric characters like a ","). 1000.00
Box 2 Nonpatronage distributions Numeric field (shouldn’t include any non-numeric characters like a ","). 500.00
Box 3 Perunit retain allocations Numeric field (shouldn’t include any non-numeric characters like a ","). 200.00
Box 4 Federal income tax withheld Numeric field (shouldn’t include any non-numeric characters like a ","). 400.00
Box 5 Redemption of nonqualified notices and retain allocations Numeric field (shouldn’t include any non-numeric characters like a ","). 1000.00
Box 6 Domestic production activities deduction Numeric field (shouldn’t include any non-numeric characters like a ",").
Box 7 Investment credit Numeric field (shouldn’t include any non-numeric characters like a ",").
Box 8 Work opportunity credit Numeric field (shouldn’t include any non-numeric characters like a ",").
Box 9 Patrons AMT adjustment Numeric field (shouldn’t include any non-numeric characters like a ",").
Box 10 Other credits and deductions Numeric field (shouldn’t include any non-numeric characters like a ",").
2nd TIN not. This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked. 1

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