Please see the table below for details on each field of the 1099-R 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 there are multiple distribution codes or the income applies to multiple states, there may be a separate row for each distribution code and state combination. 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-R data requirements, please refer to this guide: 1099-R - Data Requirements
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| Gross distribution (Box 1) | gross_distribution | Dollar Amount | 100 |
| Taxable amount (Box 2a) | taxable_amount | Dollar Amount | 100 |
| Taxable amount not determined (Box 2b) | taxable_amount_not_determined | TRUE/FALSE | TRUE |
| Total distribution (Box 2b) | is_total_distribution | TRUE/FALSE | TRUE |
| Capital gain (included in box 2a) (Box 3) | capital_gain | Dollar Amount | 100 |
| Federal income tax withheld (Box 4) | federal_tax_withheld | Dollar Amount | 100 |
| Employee contributions/Designated Roth contributions or insurance premiums (Box 5) | employee_contributions_designated_roth_contributions_insurance_premiums | Dollar Amount | 100 |
| Net unrealized appreciation in employer's securities (Box 6) | net_unrealized_appreciation | Dollar Amount | 100 |
| Distribution code(s) (Box 7) | distributions_code | Enum | 7 |
| Other (Box 8) | other | Dollar Amount | 100 |
| Other percentage | other_percentage | Percentage | 0.3 |
| Your percentage of total distribution (Box 9a) | percentage_of_total_distribution | Percentage | 0.3 |
| Total employee contributions (Box 9b) | total_employee_contributions | Dollar Amount | 100 |
| Amount allocable to IRR within 5 years (Box 10) | allocable_to_irr_within_5_years | Dollar Amount | 100 |
| 1st year of desig. Roth Contrib. (Box 11) | first_year_designated_roth_contribution | YYYY | 2024 |
| Date of payment (Box 13) | date_of_payment | M/D/YYYY | 1/1/2024 |
| State tax withheld (Box 14) | state_tax_withheld | Dollar Amount | 100 |
| State (Box 15 - 1) | state | Enum | NY |
| Payer's state number (Box 15 - 2) | payers_state_number | String | 3874938 |
| State distribution (Box 16) | state_distribution | Dollar Amount | 100 |
| Local tax withheld (Box 17) | local_tax_withheld | Dollar Amount | 100 |
| Name of locality (Box 18) | name_of_locality | String | New York City |
| Local distribution (Box 19) | local_distribution | Dollar Amount | 100 |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| distributions_code | IRA Distribution Codes Reference Guide |
| 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.