Please see the table below for details on each field of the 1099-INT Form Data Template. The CSV template is also attached to the bottom of this article.
An Account must be created prior to ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple states, there may be a separate row for each state. The state field is only required if there is state withholding, or if the income is attributable to a state that is different from the Account Owner’s address.
Please note: For more information on all of the 1099-INT data requirements, please refer to this guide: 1099-INT - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Interest income (Box 1) | interest_income | Dollar Amount | 100 |
| Early withdrawal penalty (Box 2) | early_withdrawal_penalty | Dollar Amount | 100 |
| Interest on U.S. Savings Bonds and Treasury obligations (Box 3) | interest_on_us_savings_bonds_and_treasury_obligations | Dollar Amount | 100 |
| Federal income tax withheld (Box 4) | federal_tax_withheld | Dollar Amount | 100 |
| Investment expenses (Box 5) | investment_expense | Dollar Amount | 100 |
| Foreign tax paid (Box 6) | foreign_tax_paid | Dollar Amount | 100 |
| Foreign country or U.S. possession (Box 7) | foreign_country_or_us_possession | Enum | LU |
| Tax-exempt interest (Box 8) | tax_exempt_interest | Dollar Amount | 100 |
| Specified private activity bond interest (Box 9) | specified_private_activity_bond_interest | Dollar Amount | 100 |
| Market discount (Box 10) | market_discount | Dollar Amount | 100 |
| Bond premium (Box 11) | bond_premium | Dollar Amount | 100 |
| Bond premium on Treasury obligations (Box 12) | bond_premium_on_treasury_obligations | Dollar Amount | 100 |
| Bond premium on tax-exempt bond (Box 13) | bond_premium_on_tax_exempt_bond | Dollar Amount | 100 |
| Tax-exempt and tax credit bond CUSIP number (Box 14) | tax_exempt_and_tax_credit_bond_cusip | String | 38259P508 |
| State (Box 15) | state | Enum | NY |
| State identification number (Box 16) | payers_state_number | String | 38259P508 |
| State tax withheld (Box 17) | state_tax_withheld | Dollar Amount | 100 |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| foreign_country_or_us_possession | Country Names and Codes |
| state | State Names and Codes |
Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.