Ocrolus API

Ocrolus API Documentation

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IRS Form SSA-1099

A Social Security 1099, also called an SSA-1099, is a tax form that shows the total amount of benefits received from Social Security in the previous year. It is mailed out each January to people who receive benefits and tells them how much Social Security income to report to the IRS on their tax return.

The form_type parameter A_SSA_1099 for the Upload PDF endpoint is required for this Form Type.

Optional fields captured

Field data attributed directly to Form SSA-1099 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 Attribute

Data Type

Description

a_ssa-1099-Part1-GeneralInformation:1-Name

Text

1 - Name

a_ssa-1099-Part1-GeneralInformation:2-BeneficiarySocialSecurityNumber

Text

2 - Beneficiary Social Security Number

a_ssa-1099-Part1-GeneralInformation:3-BenefitsPaidIn[YearOfDocument]

Money

3 - Benefits Paid In [Year of Document]

a_ssa-1099-Part1-GeneralInformation:4-BenefitsRepaidToSsaIn[YearOfDocument]

Money

4 - Benefits Repaid To SSA In [Year of Document]

a_ssa-1099-Part1-GeneralInformation:5-NetBenefitsFor[YearOfDocument](Box3MinusBox4)

Money

5 - Net Benefits For [Year of Document] (Box 3 Minus Box 4)

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:description

Text

Line 1 Description

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line1:amount

Money

Line 1 Amount

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:description

Text

Line 2 Description

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line2:amount

Money

Line 2 Amount

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:description

Text

Line 3 Description

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line3:amount

Money

Line 3 Amount

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:description

Text

Line 4 Description

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line4:amount

Money

Line 4 Amount

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:description

Text

Line 5 Description

a_ssa-1099-Part2-DescriptionOfAmountInBox3:line5:amount

Money

Line 5 Amount

a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:description

Text

Line 1 Description

a_ssa-1099-Part3-DescriptionOfAmountInBox4:line1:amount

Money

Line 1 Amount

a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:description

Text

Line 2 Description

a_ssa-1099-Part3-DescriptionOfAmountInBox4:line2:amount

Money

Line 2 Amount

a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:description

Text

Line 3 Description

a_ssa-1099-Part3-DescriptionOfAmountInBox4:line3:amount

Money

Line 3 Amount

a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:description

Text

Line 1 Description

`a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line1:amount

Money

Line 1 Amount

a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:description

Text

Line 2 Description

a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line2:amount

Money

Line 2 Amount

a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:description

Text

Line 3 Description

a_ssa-1099-Part4-Box6VoluntaryFederalIncomeTaxWithheld:line3:amount

Money

Line 3 Amount

a_ssa-1099-Part5-Address:7-Name

Text

7 - Name

a_ssa-1099-Part5-Address:7-Address:addressLine1

Text

7 - Address Line 1

a_ssa-1099-Part5-Address:7-Address:addressLine2

Text

7 - Address Line 1

a_ssa-1099-Part5-Address:7-Address:city

Text

7 - Address City

a_ssa-1099-Part5-Address:7-Address:state

Text

Formatted as a 2 character state code.
7 - Address State

a_ssa-1099-Part5-Address:7-Address:zip

Text

5 digit zip code in which Payer is located. 7 - Address Zip

a_ssa-1099-Part6-Box8-ClaimNumber:8-ClaimNumber(UseThisNumberIfYouNeedToContactSsa.)

Text

8 - Claim Number (Use This Number If You Need To Contact SSA.)

Updated about a month ago


IRS Form SSA-1099


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