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 |
|---|---|---|
| Text | Payer Name |
| Text | Payer Address Line 1 |
| Text | Payer Address Line 2 |
| Text | Payer Address City |
| Text | Formatted as a 2 character state code. |
| Text | Payer Address Country |
| Text | 5 digit zip code in which Payer is located. Payer Address Zip |
| Text | Payer Telephone Number |
| Text | Payer TIN (Federal Identification Number) |
| Text | Payer RTN (Optional) |
| Text | Recipient TIN (Identification Number) |
| Text | Recipient Name |
| Text | Recipient Address Line 1 |
| Text | Recipient Address Line 2 |
| Text | Recipient Address City |
| Text | Formatted as a 2 character state code. |
| Text | Recipient Address Country |
| Text | 5 digit zip code in which Recipient is located. Payer Address Zip |
|
| FATCA Filing Requirement |
| Text | Account Number |
| 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. | |
| Text | 15 - State |
| Text | 16 - State Identification No. |
| 17 - State Tax Withheld |
Updated about a month ago