Source Record Formats

Source Records are for Programmers Only.

Please do not use this reference if you are IMPORTING from a SPREADSHEET! If importing from a spreadsheet you should always use Paste From Excel by Header Name.

The formats below are for creating pipe delimited "source" (.src) records which can be "Opened" into 1099 Express or "Integrated" into your program.

Integrating 1099 Express into your program


Form 1099-NEC 2020
Form 1099-NEC 2021
Form 1099-Miscellaneous 2020
Form 1099-Miscellaneous 2021
Form 1099-Miscellaneous through 2019
Form 1099-Interest before 2014
Form 1099-Interest for 2014
Form 1099-Interest for 2015 on
Form 1099-PATR thru 2019
Form 1099-PATR 2020 on
Form 1099-Dividend for 2011
Form 1099-Dividend for 2012-2017
Form 1099-Dividend for 2018-2000
Form 1099-Dividend for 2021
Form 1099-Dividend for 2022
Form 1098-Mortgage through 2015
Form 1098-Mortgage for 2016
Form 1098-Mortgage for 2017
Form 1098-Mortgage for 2018
Form 1098-Mortgage for 2019
Form 1099-LTC (Long Term Care)
Form 1099-A (Abandonment)
Form 1099-B (Broker and Barter) for 2010
Form 1099-B (Broker and Barter) for 2011
Form 1099-B (Broker and Barter) for 2012
Form 1099-B (Broker and Barter) for 2014
Form 1099-B (Broker and Barter) for 2016
Form 1099-B (Broker and Barter) for 2019
Form 1099-B (Broker and Barter) for 2022
Form 1099-R (Retirement)
Form 1099-R (Retirement) 2020 forward
Form 5498-IRA for 2013 and before
Form 5498-IRA for 2014.
Form 5498-IRA for 2022 forward
Form 1099-S Real Estate Transactions
Form 1099-S Real Estate Transactions 2017
Form 1099-G Certain Government Payments
Form W-2G Certain Gambling Winnings 2012 and before
Form W-2G Certain Gambling Winnings for 2013 on
Form 1098-C Contribution of Motor Vehicles, Boats
Form 1098-C Contribution of Motor Vehicles, Boats for 2014 on
Form 1099-C Cancellation of Debt
Form 1099-OID Original Issue Discount 2012 and before
Form 1099-OID Original Issue Discount for 2013
Form 1099-OID Original Issue Discount for 2014 on
Form 1099-OID Original Issue Discount for 2016 on
Form 1099-OID Original Issue Discount for 2017 on
Form 1099-H Health Coverage Tax Credit (HCTC) AP
Form 1098-E Student Loan Interest Statement
Form 1098-T Tuition Statement
Form 1099-CAP Changes in Corporate Control and Ca
Form 1099-Q Payments From Qualified Education Pro
Form 1099-SA Distributions from an HSA, Archer MS
Form 5498-ESA Coverdell ESA Contribution Informat
Form 5498-SA HSA, Archer MSA, or Medicare Advanta

New Forms after Tax Year 2010

Form 1097-BTC Bond Tax Credit
Form 1097-BTC Bond Tax Credit 2010
Form 1097-BTC Bond Tax Credit 2014
Form 3921, Exercise of an Incentive Stock Option
Form 3922, Transfer of Stock Acquired Through and Employee SPP
Form 8935, Airline Payments Report
Form 1099-K for 2011 Merchant Card and Third-Party Payments
Form 1099-K for 2012 Merchant Card and Third Party Payments
Form 1099-K for 2013 Merchant Card and Third Party Payments
Form 1099-K for 2014 Merchant Card and Third Party Payments
e-Filing Format for Extension of Time
Form 1099-LS Life Insurance Sale
Form 1099-SB Life Insurance Contract
Form 8027 Employer's Annual Tim Income
Form 1098-F Fines, Penalties and other Amounts
Form 1098-F for 2022 Fines, Penalties and other Amounts


Special Requirements for IRS form 1099-R

Filer, Payer, Company Record Format

TTC Holder Record Format