IRS Form 1099-K
IRS Form 1099-K "Payment Card and Third Party Network Transactions" is used to report payments received through payment card transactions and/or settlement of third-party payment network transactions.
The form_type parameter A_1099_K for the Upload PDF endpoint is required for this Form Type.
Optional fields captured
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_k-General:taxFormYear | Text | Numerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form. |
a_1099_k-General:filerName | Text | Name of the filer |
a_1099_k-General:filerAddress:addressLine1 | Text | Address 1 of the filer |
a_1099_k-General:filerAddress:addressLine2 | Text | City in which the filer is from |
a_1099_k-General:filerAddress:city | Text | Formatted 2 character state code |
a_1099_k-General:filerAddress:state | Text | 5 digit Zip code |
a_1099_k-General:filerAddress:country | Payment Settlement Entity (PSE)Electronic Payment Fecilitator (EPF)/Other Third Party | One of the values will be provided |
a_1099_k-General:filerAddress:zip | Payment cardThird party network | One of the values will be provided |
a_1099_k-General:checkToIndicateIfFilerIsA(An) | Text | Name of the payee |
a_1099_k-General:checkToIndicateTransactionsReportedAre | Text | Adress of the payee |
a_1099_k-General:payeeName | Text | City in which the payee is from |
a_1099_k-General:streetAddress:addressLine1 | Text | Formatted 2 character state code |
a_1099_k-General:streetAddress:city | Text | 5 digit Zip Code |
a_1099_k-General:streetAddress:state | Text | Name of the PSE |
a_1099_k-General:streetAddress:zip | Text | Formatted (XXX) XXX-XXXX. Phone number of the PSE |
a_1099_k-General:pseName | Text | Account number |
a_1099_k-General:pseTelephoneNumber | CHECKEDNOT CHECKED | CHECKED if 2nd TIN provided |
a_1099_k-General:accountNumber | Text | TIN of filer |
a_1099_k-General:2ndTinNot | Text | TIN of the payee |
a_1099_k-General:filerTin | Money | Gross amount reported |
a_1099_k-General:payeeTin | Money | Amount in card not present transactions |
a_1099_k-Questions:line1A:grossAmount | Text | Merchant category of filer |
a_1099_k-Questions:line1B:cardNotPresentTransaction | Text | Number of payment transactions made |
a_1099_k-Questions:line2:merchantCategoryCode | Money | Amount of federal income tax withheld |
a_1099_k-Questions:line3:numberOfPaymentTransactions | Money | Amount reported for January |
a_1099_k-Questions:line4:federalIncomeTaxWithheld | Money | Amount reported for February |
a_1099_k-Questions:line5A:january | Money | Amount reported for March |
a_1099_k-Questions:line5B:february | Money | Amount reported for April |
a_1099_k-Questions:line5C:march | Money | Amount reported for May |
a_1099_k-Questions:line5D:april | Money | Amount reported for June |
a_1099_k-Questions:line5E:may | Money | Amount reported for July |
a_1099_k-Questions:line5F:june | Money | Amount reported for August |
a_1099_k-Questions:line5G:july | Money | Amount reported for September |
a_1099_k-Questions:line5H:august | Money | Amount reported for October |
a_1099_k-Questions:line5I:september | Money | Amount reported for November |
a_1099_k-Questions:line5J:october | Money | Amount reported for December |
a_1099_k-Questions:line5K:november | Text | Primary state of business |
a_1099_k-Questions:line5L:december | Text | Second state of business |
a_1099_k-Questions:line6:stateLine1 | Text | Primary state ID |
a_1099_k-Questions:line6:stateLine2 | Text | Secondary state ID |
a_1099_k-Questions:line7:stateIdentificationNoLine1 | Money | State income tax reported for primary state |
a_1099_k-Questions:line7:stateIdentificationNoLine2 | Money | State income tax reported for secondary state |
Sample Form
The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).
Sample JSON Result
{
"form_type": "A_1099_K",
"pk": 4605478,
"form_config_pk": 1485,
"raw_fields": {
"a_1099_k-General:2ndTinNot": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "UNCHECKED"
},
"a_1099_k-General:accountNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "MID-493232526373584"
},
"a_1099_k-General:checkToIndicateIfFilerIsA(An)": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": ""
},
"a_1099_k-General:checkToIndicateTransactionsReportedAre": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "PAYMENT CARD"
},
"a_1099_k-General:filerAddress:addressLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "101 GREENWICH STREET"
},
"a_1099_k-General:filerAddress:addressLine2": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "FLOOR 23"
},
"a_1099_k-General:filerAddress:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "NEW YORK"
},
"a_1099_k-General:filerAddress:country": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": ""
},
"a_1099_k-General:filerAddress:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "NY"
},
"a_1099_k-General:filerAddress:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "10006"
},
"a_1099_k-General:filerName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "OCROLUS INC."
},
"a_1099_k-General:filerTin": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "98-7654321"
},
"a_1099_k-General:payeeName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "SAM BOBLEY"
},
"a_1099_k-General:payeeTin": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "12-3456789"
},
"a_1099_k-General:pseName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "SAMPLE MERCHANT SERVICE"
},
"a_1099_k-General:pseTelephoneNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "850-850-9090"
},
"a_1099_k-General:streetAddress:addressLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "123 MAIN STREET"
},
"a_1099_k-General:streetAddress:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "NEW YORK"
},
"a_1099_k-General:streetAddress:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "NY"
},
"a_1099_k-General:streetAddress:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "10001"
},
"a_1099_k-General:taxFormYear": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "2019"
},
"a_1099_k-Questions:line1A:grossAmount": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "74496246.00"
},
"a_1099_k-Questions:line1B:cardNotPresentTransaction": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "12555626.00"
},
"a_1099_k-Questions:line2:merchantCategoryCode": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "3605"
},
"a_1099_k-Questions:line3:numberOfPaymentTransactions": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "755"
},
"a_1099_k-Questions:line4:federalIncomeTaxWithheld": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "7565222.00"
},
"a_1099_k-Questions:line5A:january": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "3822588.00"
},
"a_1099_k-Questions:line5B:february": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "4585987.00"
},
"a_1099_k-Questions:line5C:march": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "5558989.00"
},
"a_1099_k-Questions:line5D:april": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "6225686.00"
},
"a_1099_k-Questions:line5E:may": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "7562589.00"
},
"a_1099_k-Questions:line5F:june": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "11255689.00"
},
"a_1099_k-Questions:line5G:july": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "9855898.00"
},
"a_1099_k-Questions:line5H:august": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "8544589.00"
},
"a_1099_k-Questions:line5I:september": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "4158898.00"
},
"a_1099_k-Questions:line5J:october": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "5889558.00"
},
"a_1099_k-Questions:line5K:november": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "4889879.00"
},
"a_1099_k-Questions:line5L:december": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "2145898.00"
},
"a_1099_k-Questions:line6:stateLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "NY"
},
"a_1099_k-Questions:line6:stateLine2": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": ""
},
"a_1099_k-Questions:line7:stateIdentificationNoLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "133249958"
},
"a_1099_k-Questions:line7:stateIdentificationNoLine2": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": ""
},
"a_1099_k-Questions:line8:stateIncomeTaxWithheldLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": "3598684.00"
},
"a_1099_k-Questions:line8:stateIncomeTaxWithheldLine2": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63625656,
"source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
"value": ""
}
},
"tables": []
}
Updated about 3 years ago