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Import 1099-R Data

This page shows the order of data used for importing data into IRS Form 1099-R software.

Each column has to be read in the correct sequence. The 1st column on your data identifies whether this information return is Void. The 2nd column has a value for Corrected and so forth following in the order below for the 1099-R:

Void
Corrected
Payer Name
Payer Address
Payer City
Payer State
Payer Zip
Payer Federal identification number
Recipient Identification number
Recipient Name
Recipient Address
Recipient City
Recipient State
Recipient Zip
Account number
R_1 // gross distribution
R_2A // taxable amount
R_2B_1 // taxable amount not determined
R_2B_2 // total distribution
R_3 // capital gain (included in box 2a)
R_4 // federal income tax withheld
R_5 // employee contributions
R_6 // net unrealized appreciation in employer's securities
R_7_1 // distribution code(s)
R_7_2 // IRA/SEP/SIMPLE
R_8_1 // other
R_8_2 // other percent
R_9A // your percentage of total distribution
R_9B // total employee contributions
R_10
R_11
R_12_1 // state tax withheld
R_12_2
R_13_1 // state/payer's state no.
R_13_2
R_14_1 // state distribution
R_14_2
R_15_1 // local tax withheld
R_15_2
R_16_1 // name of locality
R_16_2
R_17_1 // location distribution
R_17_2

Type of TIN is taken from the TIN itself. If the TIN contains one dash (-), then the TIN type is an EIN. If the TIN contains two dashes, then the TIN type is a SSN. Otherwise the TIN is identified as unknown.

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