Supported 1099 forms

Sage Intacct supports the following 1099 form types. Available forms might vary based on IRS requirements and annual tax form updates.

Sage Intacct does not support Form 1099-K. Payment processors typically report credit card and electronic payment transactions on Form 1099-K. Learn more about 1099 credit card transactions.
Box

1a: Total ordinary dividends

1b: Qualified dividends

2a: Total capital gain distr.

2b: Unrecap. sec. 1250 gain

2c: Section 1202 gain

2d: Collectibles (28%) gain

2e: Section 897 ordinary dividends

2f: Section 897 capital gain

3: Nondividend distributions

4: Federal income tax withheld

5: Section 199A dividends

6: Investment expenses

7: Foreign tax paid

8: Foreign country or U.S. possession

9: Cash liquidation distributions

10: Noncash liquidation distributions

12: Exempt-interest dividends

13: Specified private activity bond interest dividends

14: State

15: State identification no.

16: State tax withheld

Other form 1099 boxes

FATCA filing requirement

2nd TIN not

By default, three forms print per page. Learn how to print one form at a time.

Box

1: Unemployment compensation

2: State or local income tax refunds, credits, or offsets

3: Box 2 amount is for tax year

4: Federal income tax withheld

5: RTAA payments

6: Taxable grants

7: Agricultural payments

8: Check if box 2 is trade or business income

9: Market gain

11a: State

11b: State identification no.

12: State income tax withheld

(Numeric value denoting the year of the box #2 value. This value doesn’t appear in the dropdown list for the Default 1099 box as it can only be a one-time year value.)

Box

1: Interest income

2: Early withdrawal penalty

3: Interest on U.S. Savings Bonds and Treasury obligations

4: Federal income tax withheld

5: Investment expenses

6: Foreign tax paid

7: Foreign country or U.S. possession

8: Tax-exempt interest

9: Specified private activity bond interest

10: Market discount

11: Bond premium

12: Bond premium on Treasury obligations

13: Bond premium on tax-exempt bond

14: Tax-exempt and tax credit bond CUSIP no

15: State

16: State identification no.

17: State tax withheld

Other form 1099 boxes

FATCA filing requirement

2nd TIN not

Box

1: Rents

2: Royalties

3: Other income

4: Federal income tax withheld

5: Fishing boat proceeds

6: Medical and health care payments

7: Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale

8: Substitute payments in lieu of dividends or interest

9: Crop insurance proceeds

10: Gross proceeds paid to an attorney

11: Fish purchased for resale

12: Section 409A deferrals

15: Nonqualified deferred compensation

16: State tax withheld

17: State/Payer's state no.

18: State income

Other form 1099 boxes

FATCA filing requirement

2nd TIN not.

By default, three forms print per page. Learn how to print one form at a time.

Box

1a: Nonemployee compensation

2: Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale

3: Excess golden parachute payments

4: Federal income tax withheld

5: State tax withheld

6: State/Payer's state no.

7: State income

Taxable Distributions Received From Cooperatives.

By default, three forms print per page. Learn how to print one form at a time.

Box

1: Patronage dividends

2: Nonpatronage dividends

3: Per-unit retain allocations

4: Federal income tax withheld

5: Redeemed nonqualified notices

6: Section 199A(g) deduction

7: Qualified payments (Section 199A(b)(7))

8: Section 199A(a) qual. items

9: Section 199A(a) SSTB items

10: Investment credit

11: Work opportunity credit

12: Other credits and deductions

13: Specified Cooperatives

Other form 1099 boxes

2nd TIN not

Box

1: Gross distributions

2a: Taxable amount

3: Capital gain (included in box 2a)

4: Federal income tax withheld

5: Employee contributions/Designated Roth contributions or insurance premiums

6: Net unrealized appreciation in employer's securities

7a: Distribution code(s)

9a: Your percentage of total distribution

9b: Total employee contributions

10: Amount allocatable to IRR within 5 years

11: 1st year of Roth contribution

13: Date of payment

14: State tax withheld

15: State/Payer's state number

16: State distribution

17: Local tax withheld

18: Name of locality

19: Local distribution

Other form 1099 boxes

FATCA filing requirement

By default, three forms print per page. Learn how to print one form at a time.

Box

1: Date of closing

3: Address or legal description

4: Check here if the transferor received or will receive property...

6: Buyer’s part of real estate tax

Box

1: Reportable winnings

2: Date won

3: Type of wager

4: Federal income tax withheld

5: Transaction

6: Race

7: Winnings from identical wagers

8: Cashier

9: Winner's taxpayer identification no.

10: Window

11: First identification

12: Second identification

13: State/Payer's state identification no.

14: State winnings

15: State income tax withheld

16: Local winnings

17: Local income tax withheld

18: Name of locality