Introduction
Rather than sharing transaction activity, clients may instead share aggregate, year-end data, referred to within the Manage Data Module as “Form Data”. Please note – if Form Data is provided for a certain form type, that information will take precedence over any previously ingested line-by-line Transaction information.
The Manage Data Module currently supports Form Data ingestion for the following deliverables –
- Gain/Loss Statement
- 1099-K
- 1099-MISC
- 1099-NEC
TaxBit provides support for additional forms not included in the list above. Please reach out to TaxBit support to learn more about ingesting Form Data for forms not included in the list above.
Gain/Loss Statement
The sheet attached to this article (GainLoss_Guide) outlines the information required for a Gain/Loss Statement. This table provides clarity on what data needs to be populated and how it should be formatted for successful ingestion into our system.
1099-K
The sheet attached to this article (1099K_Guide) outlines the information required for a Gain/Loss Statement. This table provides clarity on what data needs to be populated and how it should be formatted for successful ingestion into our system.
1099-MISC
The sheet attached to this article (1099Misc_Guide) outlines the information required for a Gain/Loss Statement. This table provides clarity on what data needs to be populated and how it should be formatted for successful ingestion into our system.
1099-NEC
The sheet attached to this article (1099nec_Guide) outlines the information required for a Gain/Loss Statement. This table provides clarity on what data needs to be populated and how it should be formatted for successful ingestion into our system.