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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