Form 1099-R Data Fields¶
Data fields for Form 1099-R are listed in the table below. For the most up-to-date information you should also consult the statement documentation available in GraphQL.
| Identifier | Type | Description | Years Used | Sample Value | Notes |
|---|---|---|---|---|---|
| accountNumber | text | Shown in unnumbered box labeled Account number (see instructions). | 2018-2021 | "1234-5678" | |
| amountAllocableIrr | money | Shown in box number 10 labeled Amount allocable to IRR within 5 years. | 2018-2021 | "12345.67" | |
| capitalGain | money | Shown in box number 3 labeled Capital gain (included in box 2a). | 2018-2021 | "12345.67" | |
| corrected | boolean | True for corrected forms; the corrected box at the top of the form is checked if this is true. Shown in unnumbered box labeled CORRECTED (if checked). | 2018-2021 | true | |
| dateOfPayment | date | Date of payment of reportable death benefits. Shown in box number 13 labeled Date of payment. | 2018-2021 | "2019-01-01" | |
| distributionCodes | text | Shown in box number 7 labeled Distribution code(s). | 2018-2021 | "7" | |
| employeeContributions | money | Shown in box number 5 labeled Employee contributions/Designated Roth contributions or insurance premiums. | 2018-2021 | "12345.67" | |
| fatcaRequirement | boolean | Shown in box number 12 labeled FATCA filing requirement. | 2018-2021 | true | |
| federalTaxWithheld | money | Shown in box number 4 labeled Federal income tax withheld. | 2018-2021 | "1234.56" | |
| firstYearDesignatedRoth | integer | Shown in box number 11 labeled First year of designated Roth contribution. | 2018-2021 | 2016 | |
| grossDistribution | money | Shown in box number 1 labeled Gross distribution. | 2018-2021 | "12345.67" | |
| iraSepSimple | boolean | True if this distribution was from a traditional IRA, SEP or SIMPLE. Shown in unnumbered box labeled IRA/SEP SIMPLE. | 2018-2021 | true | |
| localDistribution | money | Shown in box number 19 labeled Local distribution. | 2018-2021 | "12345.67" | |
| localTaxWithheld | money | Shown in box number 17 labeled Local tax withheld. | 2018-2021 | "12345.67" | |
| localityName | text | Shown in box number 18 labeled Name of locality. | 2018-2021 | "New York City" | |
| netUnrealizedAppreciation | money | Shown in box number 6 labeled Net unrealized appreciation in employer's securities. | 2018-2021 | "12345.67" | |
| other | money | Other amount. Part of information shown in box number 8 labeled Other. | 2018-2021 | "12345.67" | |
| otherPercent | decimal | Percentage of total other amount if amount is shared between multiple recipients. Part of information shown in box number 8 labeled %. | 2018-2021 | 10.0 | |
| recipientAddress1 | text | First line of the recipient's address. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "784 East 77th Street" | |
| recipientAddress2 | text | Second line of the recipient's address, if any. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Apt. 5J" | |
| recipientAddress3 | text | Third line of recipient's address. Use for foreign addresses only. For foreign addresses, complete this field and leave city, state, and zip code blank. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Toronto ON M4Y 1J7" | |
| recipientCity | text | Recipient's city. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "New York" | |
| recipientEntityName | text | Name of company or other entity receiving the form. Complete this field only if the recipient is not a person. For people, use first name, last name, and, optionally, middle name and suffix. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Flemings Gourmet Foods" | |
| recipientFirstName | text | Recipient's first name. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Leif" | |
| recipientLastName | text | Recipient's last name. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Babson" | |
| recipientMiddleName | text | Recipient's middle name or initial, if provided. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Augustus" | |
| recipientNameSuffix | text | Name suffix for recipient (Jr., Sr. III, etc), if provided. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Jr." | |
| recipientState | state | Recipient's state. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "NY" | |
| recipientTin | tin | Recipient's social security number or other TIN. Shown in unnumbered box labeled RECIPIENT'S TIN. | 2018-2021 | "200213492" | |
| recipientTinType | character | Type of taxpayer identification number (TIN). Valid values are '1' for EIN or '2' for any other type of TIN, including SSN. When not supplied, the TIN is formatted as an SSN on the statement. | 2018-2021 | "2" | |
| recipientZipCode | zip_code | Recipient's zip code. Part of information shown in unnumbered box labeled RECIPIENT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "10162" | |
| senderAddress1 | text | First line of the payer's address. Part of information shown in unnumbered box labeled PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "417 Rutledge Street" | Sender is referred to as payer on form. |
| senderAddress2 | text | Second line of the payer's address. Part of information shown in unnumbered box labeled PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Suite 117" | Sender is referred to as payer on form. |
| senderCity | text | Payer's city. Part of information shown in unnumbered box labeled PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Brooklyn" | Sender is referred to as payer on form. |
| senderName | text | Payer's name. Part of information shown in unnumbered box labeled PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Flemings Gourmet Foods" | Sender is referred to as payer on form. |
| senderPhoneNumber | phone_number | Payer's telephone number. Shown in unnumbered box labeled PAYER'S telephone number. | 2018-2021 | "7185550202" | Sender is referred to as payer on form. |
| senderState | state | Payer's state. Part of information shown in unnumbered box labeled PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "NY" | Sender is referred to as payer on form. |
| senderTin | tin | Payer's EIN. Shown in unnumbered box labeled PAYER'S TIN. | 2018-2021 | "105123456" | Sender is referred to as payer on form. |
| senderZipCode | zip_code | Payer's ZIP code. Part of information shown in unnumbered box labeled PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "11211" | Sender is referred to as payer on form. |
| stateAbbreviation | state | Part of information shown in box number 15 labeled State/Payer's state no. | 2018-2021 | "CA" | |
| stateDistribution | money | Shown in box number 16 labeled State distribution. | 2018-2021 | "12345.67" | |
| stateId | text | Part of information shown in box number 15 labeled State/Payer's state no. | 2018-2021 | "859-699741" | |
| stateTaxWithheld | money | Shown in box number 14 labeled State tax withheld. | 2018-2021 | "12345.67" | |
| taxableAmount | money | Shown in box number 2a labeled Taxable amount. | 2018-2021 | "12345.67" | |
| taxableAmountNotDetermined | boolean | Shown in box number 2b labeled Taxable amount not determined. | 2018-2021 | true | |
| totalDistribution | boolean | Shown in unnumbered box labeled Total distribution. | 2018-2021 | true | |
| totalEmployeeContributions | money | Shown in box number 9b labeled Total employee contributions. | 2018-2021 | "12345.67" | |
| yourPercentageTotal | decimal | Shown in box number 9a labeled Your percentage of total distribution. | 2018-2021 | 25.0 |