IRS Form 1099-R
Form 1099-R for each person to whom a designated distribution has been made or is treated as having made a distribution of $10 or more from:
- Profit-sharing or retirement plans.
- Any individual retirement arrangements (IRAs).
- Annuities, pensions, insurance contracts, survivor income benefit plans.
- Permanent and total disability payments under life insurance contracts.
- Charitable gift annuities, etc.
The form_type parameter A_1099_R for the Upload PDF endpoint is required for this Form Type.
Optional fields captured
Field data attributed directly to Form 1099-R 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_r-Part1-PayerPii:payerName | Text | Payer Name |
a_1099_r-Part1-PayerPii:payerAddress:addressLine1 | Text | Payer Address Line 1 |
a_1099_r-Part1-PayerPii:payerAddress:addressLine2 | Text | Payer Address Line 2 |
a_1099_r-Part1-PayerPii:payerAddress:city | Text | Payer Address City |
a_1099_r-Part1-PayerPii:payerAddress:state | Text | Formatted as a 2 character state code. Payer Address State |
a_1099_r-Part1-PayerPii:payerAddress:country | Text | Payer Address Country |
a_1099_r-Part1-PayerPii:payerAddress:zip | Text | 5 digit zip code in which Payer is located. Payer Address Zip |
a_1099_r-Part1-PayerPii:payerTelephoneNo. | Text | Payer Telephone Number |
a_1099_r-Part1-PayerPii:payerTin | Text | Payer TIN |
a_1099_r-Part2-RecipientPii:recipientTin | Text | Recipient TIN |
a_1099_r-Part2-RecipientPii:recipientName | Text | Recipient Name |
a_1099_r-Part2-RecipientPii:recipientAddress:addressLine1 | Text | Recipient Address Line 1 |
a_1099_r-Part2-RecipientPii:recipientAddress:addressLine2 | Text | Recipient Address Line 2 |
a_1099_r-Part2-RecipientPii:recipientAddress:city | Text | Recipient Address City |
a_1099_r-Part2-RecipientPii:recipientAddress:state | Text | Formatted as a 2 character state code. Recipient Address State |
a_1099_r-Part2-RecipientPii:recipientAddress:country | Text | Recipient Address Country |
a_1099_r-Part2-RecipientPii:recipientAddress:zip | Text | 5 digit zip code in which Recipient is located. Payer Address Zip |
a_1099_r-Part2-RecipientPii:accountNumber | Text | Account Number |
a_1099_r-Part2-RecipientPii:dateOfPayment | Date | Date Of Payment |
a_1099_r-Part2-RecipientPii:fatcaFilingRequirement | CHECKEDNOT CHECKED | FATCA Filing Requirement |
a_1099_r-Part3-Boxes(1-8):box1-GrossDistribution | Money | Box 1 - Gross Distribution |
a_1099_r-Part3-Boxes(1-8):box2A-TaxableAmount | Money | Box 2A - Taxable Amount |
a_1099_r-Part3-Boxes(1-8):box2B-TaxableAmountNotDetermined | CHECKEDNOT CHECKED | Box 2B - Taxable Amount Not Determined |
a_1099_r-Part3-Boxes(1-8):box2B-TotalDistribution | CHECKEDNOT CHECKED | Box 2B - Total Distribution |
a_1099_r-Part3-Boxes(1-8):box3-CapitalGain(IncludedInBox2A) | Money | Box 3 - Capital Gain (Included In Box 2A) |
a_1099_r-Part3-Boxes(1-8):box4-FederalIncomeTaxWithheld | Money | Box 4 - Federal Income Tax Withheld |
a_1099_r-Part3-Boxes(1-8):box5-EmployeeContributions/DesignatedRothContributionsOrInsurancePremiums | Money | Box 5 - Employee Contributions/Designated Roth Contributions Or Insurance Premiums |
a_1099_r-Part3-Boxes(1-8):box6-NetUnrealizedAppreciationInEmployersSecurities | Money | Box 6 - Net Unrealized Appreciation In Employers Securities |
a_1099_r-Part3-Boxes(1-8):box7-DistributionCode(S) | Money | Box 7 - Distribution Code(s) |
a_1099_r-Part3-Boxes(1-8):box7-Ira/Sep/Simple | CHECKEDNOT CHECKED | Box 7 - IRA/SEP/SIMPLE |
a_1099_r-Part3-Boxes(1-8):box8-Other($) | Money | Box 8 - Other ($) |
a_1099_r-Part3-Boxes(1-8):box8-Other(%) | Percentage | Box 8 - Other (%) |
a_1099_r-Part4-Boxes(9-17):box9A-YourPercentageOfTotalDistribution | Percentage | Box 9A - Your Percentage Of Total Distribution |
a_1099_r-Part4-Boxes(9-17):box9B-TotalEmployeeContributions | Money | Box 9B - Total Employee Contributions |
a_1099_r-Part4-Boxes(9-17):box10-AmountAllocableToIrrWithin5Years | Money | Box 10 - Amount Allocable To IRR Within 5 Years |
a_1099_r-Part4-Boxes(9-17):box11-1StYearOfDesig.RothContrib. | Text | Box 11 - 1st Year Of Desig. Roth Contrib. |
a_1099_r-Part4-Boxes(9-17):box12-StateTaxWithheld | Money | Box 12 - State Tax Withheld |
a_1099_r-Part4-Boxes(9-17):box13-State/PayerStateNo. | Text | Box 13 - State/Payer State No. |
a_1099_r-Part4-Boxes(9-17):box14-StateDistribution | Money | Box 14 - State Distribution |
a_1099_r-Part4-Boxes(9-17):box15-LocalTaxWithheld | Money | Box 15 - Local Tax Withheld |
a_1099_r-Part4-Boxes(9-17):box16-NameOfLocality | Text | Box 16 - Name Of Locality |
a_1099_r-Part4-Boxes(9-17):box17-LocalDistribution | Money | Box 17 - Local Distribution |
Sample Form
The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).
drive.google.comSample JSON Result
{
"status": 200,
"response": {
"pk": 32552669,
"uuid": "d4e52947-9eed-4a6e-adbc-13bb49de9255",
"forms": [
{
"pk": 31534537,
"uuid": "adc52175-c19d-43f1-8986-016f02097951",
"form_type": "A_1099_R",
"form_config_pk": 21191,
"tables": [],
"raw_fields": {
"a_1099_r-Part1-PayerPii:payerTin": {
"value": "DB727796-001",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerName": {
"value": "FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box8-Other($)": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box8-Other(%)": {
"value": "$ 0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerAddress:zip": {
"value": "41015-1987",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientTin": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerAddress:city": {
"value": "COVINGTON",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerTelephoneNo.": {
"value": "(800) 894-4194",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:accountNumber": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:dateOfPayment": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientName": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerAddress:state": {
"value": "KY",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerAddress:country": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box2A-TaxableAmount": {
"value": "5004.90",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box7-Ira/Sep/Simple": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box16-NameOfLocality": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientAddress:zip": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box1-GrossDistribution": {
"value": "5,004.90",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerAddress:addressLine1": {
"value": "100 MAGELLAN WAY KWIC",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part1-PayerPii:payerAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientAddress:city": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box2B-TotalDistribution": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box12-StateTaxWithheld": {
"value": "$ 80.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box15-LocalTaxWithheld": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:fatcaFilingRequirement": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientAddress:state": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box7-DistributionCode(S)": {
"value": "2",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box14-StateDistribution": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box17-LocalDistribution": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientAddress:country": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box13-State/PayerStateNo.": {
"value": "CA 80438179",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box4-FederalIncomeTaxWithheld": {
"value": "480.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientAddress:addressLine1": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part2-RecipientPii:recipientAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box2B-TaxableAmountNotDetermined": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box3-CapitalGain(IncludedInBox2A)": {
"value": "0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box9B-TotalEmployeeContributions": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box11-1StYearOfDesig.RothContrib.": {
"value": ".",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box10-AmountAllocableToIrrWithin5Years": {
"value": "$ 0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part4-Boxes(9-17):box9A-YourPercentageOfTotalDistribution": {
"value": "%",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box6-NetUnrealizedAppreciationInEmployersSecurities": {
"value": "0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
},
"a_1099_r-Part3-Boxes(1-8):box5-EmployeeContributions/DesignatedRothContributionsOrInsurancePremiums": {
"value": "$ 0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "1099-R_.pdf"
}
}
}
]
},
"message": "OK"
}
Updated over 1 year ago