IRS Form 1099-INT

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

CHECKED
NOT 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).

Sample 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"
}

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