Import 1099-B Data

This page shows the order of data used for importing data into IRS Form 1099-B 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-B:

Void
Corrected
Payer Name
Payer Address
Payer City
Payer State
Payer Zip
Payer Phone
Payer Federal identification number
Recipient Federal identification number
Recipient Name
Recipient Address
Recipient City
Recipient State
Recipient Zip
Account number
2nd TIN notice
CUSIP number
B_1A // date of sale or exchange
B_1B // date of acquisition
B_1C_CHK1 // short-term gain or loss
B_1C_CHK2 // long-term gain or loss
B_1D // stock or other symbol
B_1E // quantity sold
B_2A_EDIT // stocks, bonds, etc
B_2A_CHK1 // gross proceeds
B_2A_CHK2 // gross proceeds less commissions and option premiums
B_3 // cost or other basis
B_4 // federal income tax withheld
B_5 // wash sale loss disallowed
B_6_CHK1 // (0 or 1) check if noncovered security
B_6_CHK2 // check if basis reported to IRS
B_7 // bartering
B_8 // description
B_9 // profit or (loss) realized on closed contracts
B_10 // unrealized profit or (loss) on open contracts (prior year)
B_11 // unrealized profit or (loss) on open contracts (current tax year)
B_12 // aggregate profit or (loss) on contracts
B_13 // state
B_14 // state identification no.
B_15 // state tax withheld

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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