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.

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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 AttributeData TypeDescription
a_1099_int-Part1-PayerPii:payerNameTextPayer Name
a_1099_int-Part1-PayerPii:payerAddress:addressLine1TextPayer Address Line 1
a_1099_int-Part1-PayerPii:payerAddress:addressLine2TextPayer Address Line 2
a_1099_int-Part1-PayerPii:payerAddress:cityTextPayer Address City
a_1099_int-Part1-PayerPii:payerAddress:stateTextFormatted as a 2 character state code. Payer Address State
a_1099_int-Part1-PayerPii:payerAddress:countryTextPayer Address Country
a_1099_int-Part1-PayerPii:payerAddress:zipText5 digit zip code in which Payer is located. Payer Address Zip
a_1099_int-Part1-PayerPii:payerTelephoneNo.TextPayer Telephone Number
a_1099_int-Part1-PayerPii:payerTin(FederalIdentificationNumber)TextPayer TIN (Federal Identification Number)
a_1099_int-Part1-PayerPii:payerRtn(Optional)TextPayer RTN (Optional)
a_1099_int-Part2-RecipientPii:recipientTin(IdentificationNumber)TextRecipient TIN (Identification Number)
a_1099_int-Part2-RecipientPii:recipientNameTextRecipient Name
a_1099_int-Part2-RecipientPii:recipientAddress:addressLine1TextRecipient Address Line 1
a_1099_int-Part2-RecipientPii:recipientAddress:addressLine2TextRecipient Address Line 2
a_1099_int-Part2-RecipientPii:recipientAddress:cityTextRecipient Address City
a_1099_int-Part2-RecipientPii:recipientAddress:stateTextFormatted as a 2 character state code. Recipient Address State
a_1099_int-Part2-RecipientPii:recipientAddress:countryTextRecipient Address Country
a_1099_int-Part2-RecipientPii:recipientAddress:zipText5 digit zip code in which Recipient is located. Payer Address Zip
a_1099_int-Part2-RecipientPii:fatcaFilingRequirementCHECKEDNOT CHECKEDFATCA Filing Requirement
a_1099_int-Part2-RecipientPii:accountNumberTextAccount Number
a_1099_int-Part3-Boxes(1-8):1-InterestIncomeMoney1 - Interest Income
a_1099_int-Part3-Boxes(1-8):2-EarlyWithdrawalPenaltyMoney2 - Early Withdrawal Penalty
a_1099_int-Part3-Boxes(1-8):3-InterestOnU.S.SavingsBondsAndTreasuryObligationsMoney3 - Interest On U.S. Savings Bonds And Treasury Obligations
a_1099_int-Part3-Boxes(1-8):4-FederalIncomeTaxWithheldMoney4- Federal Income Tax Withheld
a_1099_int-Part3-Boxes(1-8):5-InvestmentExpensesMoney5 - Investment Expenses
a_1099_int-Part3-Boxes(1-8):6-ForeignTaxPaidMoney6 - Foreign Tax Paid
a_1099_int-Part3-Boxes(1-8):7-ForeignCountryOrU.S.PossessionMoney7 - Foreign Country Or U.S. Possession
a_1099_int-Part3-Boxes(1-8):8-Tax-ExemptInterestMoney8 - Tax-Exempt Interest
a_1099_int-Part4-Boxes(9-17):9-SpecifiedPrivateActivityBondInterestMoney9 - Specified Private Activity Bond Interest
a_1099_int-Part4-Boxes(9-17):10-MarketDiscountMoney10 - Market Discount
a_1099_int-Part4-Boxes(9-17):11-BondPremiumMoney11 - Bond Premium
a_1099_int-Part4-Boxes(9-17):12-BondPremiumOnTreasuryObligationsMoney12 - Bond Premium On Treasury Obligations
a_1099_int-Part4-Boxes(9-17):13-BondPremiumOnTax-ExemptBondMoney13 - Bond Premium On Tax-Exempt Bond
a_1099_int-Part4-Boxes(9-17):14-Tax-ExemptAndTaxCreditBondCusipNo.Money14 - Tax-Exempt And Tax Credit Bond CUSIP No.
a_1099_int-Part4-Boxes(9-17):15-StateText15 - State
a_1099_int-Part4-Boxes(9-17):16-StateIdentificationNo.Text16 - State Identification No.
a_1099_int-Part4-Boxes(9-17):17-StateTaxWithheldMoney17 - 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"
}