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 card
Third 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

CHECKED
NOT 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

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  "form_type": "A_1099_K",
  "pk": 4605478,
  "form_config_pk": 1485,
  "raw_fields": {
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      "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": {
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      "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": {
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      "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": {
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      "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": {
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      "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": {
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      "is_empty": false,
      "page_doc_pk": 63625656,
      "source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
      "value": "8544589.00"
    },
    "a_1099_k-Questions:line5I:september": {
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      "is_empty": false,
      "page_doc_pk": 63625656,
      "source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
      "value": "4158898.00"
    },
    "a_1099_k-Questions:line5J:october": {
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      "page_doc_pk": 63625656,
      "source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
      "value": "5889558.00"
    },
    "a_1099_k-Questions:line5K:november": {
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      "page_doc_pk": 63625656,
      "source_filename": "2019 1099-k OCROLUS SAMPLE.pdf",
      "value": "4889879.00"
    },
    "a_1099_k-Questions:line5L:december": {
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      "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": []
}

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