IRS Form 1099-INT - Interest income
File Form 1099-INT is filed for each person:
- Paid amounts reportable in boxes 1, 3, and 8 of at least $10.
- Who has had any foreign tax on interest withheld and paid.
- Who has had any federal income tax under the backup withholding rules withheld (and not refunded) regardless of the amount of the payment.
The form_type parameter A_1099_INT for the Upload PDF endpoint is required for this Form Type.
Optional fields captured
Field data attributed directly to Form 1099-INT is captured as Form Data objects, each one keyed off the following attribute names.
Configuration-Driven Output
All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.
| JSON Attribute | Data Type | Description |
|---|---|---|
a_1099_int-Part1-PayerPii:payerName | Text | Payer Name |
a_1099_int-Part1-PayerPii:payerAddress:addressLine1 | Text | Payer Address Line 1 |
a_1099_int-Part1-PayerPii:payerAddress:addressLine2 | Text | Payer Address Line 2 |
a_1099_int-Part1-PayerPii:payerAddress:city | Text | Payer Address City |
a_1099_int-Part1-PayerPii:payerAddress:state | Text | Formatted as a 2 character state code. Payer Address State |
a_1099_int-Part1-PayerPii:payerAddress:country | Text | Payer Address Country |
a_1099_int-Part1-PayerPii:payerAddress:zip | Text | 5 digit zip code in which Payer is located. Payer Address Zip |
a_1099_int-Part1-PayerPii:payerTelephoneNo. | Text | Payer Telephone Number |
a_1099_int-Part1-PayerPii:payerTin(FederalIdentificationNumber) | Text | Payer TIN (Federal Identification Number) |
a_1099_int-Part1-PayerPii:payerRtn(Optional) | Text | Payer RTN (Optional) |
a_1099_int-Part2-RecipientPii:recipientTin(IdentificationNumber) | Text | Recipient TIN (Identification Number) |
a_1099_int-Part2-RecipientPii:recipientName | Text | Recipient Name |
a_1099_int-Part2-RecipientPii:recipientAddress:addressLine1 | Text | Recipient Address Line 1 |
a_1099_int-Part2-RecipientPii:recipientAddress:addressLine2 | Text | Recipient Address Line 2 |
a_1099_int-Part2-RecipientPii:recipientAddress:city | Text | Recipient Address City |
a_1099_int-Part2-RecipientPii:recipientAddress:state | Text | Formatted as a 2 character state code. Recipient Address State |
a_1099_int-Part2-RecipientPii:recipientAddress:country | Text | Recipient Address Country |
a_1099_int-Part2-RecipientPii:recipientAddress:zip | Text | 5 digit zip code in which Recipient is located. Payer Address Zip |
a_1099_int-Part2-RecipientPii:fatcaFilingRequirement | CHECKEDNOT CHECKED | FATCA Filing Requirement |
a_1099_int-Part2-RecipientPii:accountNumber | Text | Account Number |
a_1099_int-Part3-Boxes(1-8):1-InterestIncome | Money | 1 - Interest Income |
a_1099_int-Part3-Boxes(1-8):2-EarlyWithdrawalPenalty | Money | 2 - Early Withdrawal Penalty |
a_1099_int-Part3-Boxes(1-8):3-InterestOnU.S.SavingsBondsAndTreasuryObligations | Money | 3 - Interest On U.S. Savings Bonds And Treasury Obligations |
a_1099_int-Part3-Boxes(1-8):4-FederalIncomeTaxWithheld | Money | 4- Federal Income Tax Withheld |
a_1099_int-Part3-Boxes(1-8):5-InvestmentExpenses | Money | 5 - Investment Expenses |
a_1099_int-Part3-Boxes(1-8):6-ForeignTaxPaid | Money | 6 - Foreign Tax Paid |
a_1099_int-Part3-Boxes(1-8):7-ForeignCountryOrU.S.Possession | Money | 7 - Foreign Country Or U.S. Possession |
a_1099_int-Part3-Boxes(1-8):8-Tax-ExemptInterest | Money | 8 - Tax-Exempt Interest |
a_1099_int-Part4-Boxes(9-17):9-SpecifiedPrivateActivityBondInterest | Money | 9 - Specified Private Activity Bond Interest |
a_1099_int-Part4-Boxes(9-17):10-MarketDiscount | Money | 10 - Market Discount |
a_1099_int-Part4-Boxes(9-17):11-BondPremium | Money | 11 - Bond Premium |
a_1099_int-Part4-Boxes(9-17):12-BondPremiumOnTreasuryObligations | Money | 12 - Bond Premium On Treasury Obligations |
a_1099_int-Part4-Boxes(9-17):13-BondPremiumOnTax-ExemptBond | Money | 13 - Bond Premium On Tax-Exempt Bond |
a_1099_int-Part4-Boxes(9-17):14-Tax-ExemptAndTaxCreditBondCusipNo. | Money | 14 - Tax-Exempt And Tax Credit Bond CUSIP No. |
a_1099_int-Part4-Boxes(9-17):15-State | Text | 15 - State |
a_1099_int-Part4-Boxes(9-17):16-StateIdentificationNo. | Text | 16 - State Identification No. |
a_1099_int-Part4-Boxes(9-17):17-StateTaxWithheld | Money | 17 - State Tax Withheld |
Sample Form
The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).
drive.google.comSample JSON Result
{
"status": 200,
"response": {
"pk": 32553124,
"uuid": "14f006ba-503a-4880-89ca-1b75e714ec51",
"forms": [
{
"pk": 31534774,
"uuid": "cd416dd7-4eed-4a86-a7a7-8e7e9985b35e",
"form_type": "A_1099_INT",
"form_config_pk": 21111,
"tables": [],
"raw_fields": {
"a_1099_int-General:year": {
"value": "2019",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerName": {
"value": "CAPITAL ONE N.A.",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):15-State": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerAddress:zip": {
"value": "22102",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerAddress:city": {
"value": "MCLEAN ,",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerTelephoneNo.": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:accountNumber": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientName": {
"value": "HARRY POTTER",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):11-BondPremium": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerAddress:state": {
"value": "VA",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerRtn(Optional)": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):1-InterestIncome": {
"value": "75.98",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):6-ForeignTaxPaid": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerAddress:country": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):10-MarketDiscount": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):5-InvestmentExpenses": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):8-Tax-ExemptInterest": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):17-StateTaxWithheld": {
"value": "$\n$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientAddress:zip": {
"value": "11219",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerAddress:addressLine1": {
"value": "1680 CAPITAL ONE DR",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientAddress:city": {
"value": "BUFFALO",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:fatcaFilingRequirement": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):2-EarlyWithdrawalPenalty": {
"value": "0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientAddress:country": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):4-FederalIncomeTaxWithheld": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):16-StateIdentificationNo.": {
"value": "72-0210640",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientAddress:addressLine1": {
"value": "38 6TH AVE",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientAddress:addressLine2": {
"value": "#1610",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):13-BondPremiumOnTax-ExemptBond": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):7-ForeignCountryOrU.S.Possession": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part1-PayerPii:payerTin(FederalIdentificationNumber)": {
"value": "11-2233445",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part2-RecipientPii:recipientTin(IdentificationNumber)": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):12-BondPremiumOnTreasuryObligations": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):14-Tax-ExemptAndTaxCreditBondCusipNo.": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part4-Boxes(9-17):9-SpecifiedPrivateActivityBondInterest": {
"value": "$",
"is_empty": false,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
},
"a_1099_int-Part3-Boxes(1-8):3-InterestOnU.S.SavingsBondsAndTreasuryObligations": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099INT Example 1.pdf"
}
}
}
]
},
"message": "OK"
}
Updated about 2 months ago