1099-MISC Income Records (CSV)

​The file you upload needs to be a Comma Delimited file (i.e. CSV format) and contain a data element for each column specified below. It should contain a minimum of 34 columns of data.

ColumnData FormatRequired
Payer Entity ID9-digit Entity ID number for business being filed. Usually a Federal Employer Identification Number (FEIN) or Social Security Number (SSN), containing no dashes or spaces.Yes
Type of Entity ID3-digit number indicates the Entity ID Type. Please refer to Appendix A for Code List.Yes
Account Number
The 8-digit Withholding ID containing no dashes or spaces.
 
Tax Year4-digit value of year reported.Yes
Recipient Taxpayer Identification Number9-digit number for recipient Social Security Number, Individual Taxpayer Identification Number or Federal Employer Identification Number, containing no dashes or spaces.Yes
Taxpayer Identification Type3-digit number indicates the Recipient Identification Type. Please refer to Appendix A for Code List.Yes
Recipient Number20 characters max. 
Recipient Last Name30 characters max.Yes
Recipient First Name20 characters max. 
Recipient Middle Name20 characters max. 
Recipient Name Suffix4 Characters Max 
Recipient Address Line 1Apartment Number, Box Number, Street Address, or Unit and Box for U.S. Military Address, 50 characters max.Yes
Recipient Address Line 2Street Address if not on Address Line 1, 50 characters max. 
Recipient Address Line 3Hamlet, Village or other information if it needs to appear before the City or Town, 50 characters max. 
Recipient City/TownCity, Town, etc., APO, FPO, DPO for U.S. Military Address, 50 characters max.Yes
Recipient Governing DistrictU.S. States use 2 character abbreviation, Canadian Providences use 2 character abbreviation, Mexico Federal Districts use 3 character abbreviation, U.K. County use county name etc., U.S. Military Addresses use AE, AP, or AA, 30 characters max.Yes
Recipient Postal AreaU.S. Zip Code, Canadian/Mexico Postal Code, U.K. Postal Code, etc., 15 characters max. U.S. Military Address use 5-digit Zip Code.Yes
Recipient Country Code2 character country code as specified in EFW2 Publication 42-007.Yes
Rents (1099-MISC Box 1)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Royalties (1099-MISC Box 2)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Other Income (1099-MISC Box 3)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Medical and Health Care Payments (1099-MISC Box 6)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Non-Employee Compensation (1099-MISC Box 7)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Gross Proceeds Paid to an Attorney (1099-MISC Box 14)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
State Tax Withheld (1099-MISC Box 16)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.
You must obtain a PA Other Income Withholding Account ID, If reporting greater than zero or if you are filing the upload from the Account Panel.
Yes
State Income (1099-MISC Box 18)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
The fields below (Payer Name and Address) are not required for payers who have a PA Employer Account ID.
Payer NameBusiness Name, 50 characters max.Yes**
Payer Address Line 1Apartment Number, Box Number, Street Address, or Unit and Box for U.S. Military Address, 50 characters max.Yes**
Payer Address Line 2Street Address if not on Address Line 1, 50 characters max. 
Payer Address Line 3Hamlet, Village or other information if it needs to appear before the City or Town, 50 characters max. 
Payer City/TownCity, Town, etc., APO, FPO, DPO for U.S. Military Address, 50 characters max.Yes**
Payer Governing DistrictU.S. States use 2 character abbreviation, Canadian Providences use 2 character abbreviation, Mexico Federal Districts use 3 character abbreviation, U.K. County use county name etc., U.S. Military Addresses use AE, AP, or AA, 30 characters max.Yes**
Payer Postal AreaU.S. Zip Code, Canadian/Mexico Postal Code, U.K. Postal Code, etc., U.S. Military Address use 5-digit Zip Code, 15 characters max.Yes**
Payer Country Code2 character country code as specified in EFW2 Publication 42-007.Yes**

 

​The file you upload needs to be a Comma Delimited file (i.e. CSV format) and contain a data element for each column specified below. It should contain a minimum of 34 columns of data.

ColumnData FormatRequired
Payer Entity ID9-digit Entity ID number for business being filed. Usually a Federal Employer Identification Number (FEIN) or Social Security Number (SSN), containing no dashes or spaces.Yes
Type of Entity ID3-digit number indicates the Entity ID Type. Please refer to Appendix A for Code List.Yes
Account Number
The 8-digit Withholding ID containing no dashes or spaces. 
Tax Year4-digit value of year reported.Yes
Recipient Taxpayer Identification Number9-digit number for recipient Social Security Number, Individual Taxpayer Identification Number or Federal Employer Identification Number, containing no dashes or spaces.Yes
Taxpayer Identification Type3-digit number indicates the Recipient Identification Type. Please refer to Appendix A for Code List.Yes
Recipient Number20 characters max. 
Recipient Last Name30 characters max.Yes
Recipient First Name20 characters max. 
Recipient Middle Name20 characters max. 
Recipient Name Suffix4 Characters Max 
Recipient Address Line 1Apartment Number, Box Number, Street Address, or Unit and Box for U.S. Military Address, 50 characters max.Yes
Recipient Address Line 2Street Address if not on Address Line 1, 50 characters max. 
Recipient Address Line 3Hamlet, Village or other information if it needs to appear before the City or Town, 50 characters max. 
Recipient City/TownCity, Town, etc., APO, FPO, DPO for U.S. Military Address, 50 characters max.Yes
Recipient Governing DistrictU.S. States use 2 character abbreviation, Canadian Providences use 2 character abbreviation, Mexico Federal Districts use 3 character abbreviation, U.K. County use county name etc., U.S. Military Addresses use AE, AP, or AA, 30 characters max.Yes
Recipient Postal AreaU.S. Zip Code, Canadian/Mexico Postal Code, U.K. Postal Code, etc., 15 characters max. U.S. Military Address use 5-digit Zip Code.Yes
Recipient Country Code2 character country code as specified in EFW2 Publication 42-007.Yes
Rents (1099-MISC Box 1)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Royalties (1099-MISC Box 2)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Other Income (1099-MISC Box 3)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Medical and Health Care Payments (1099-MISC Box 6)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
Non-Employee CompensationEnter 0.00 for this field.Yes
Gross Proceeds Paid to an Attorney (1099-MISC Box 10)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
State Tax Withheld (1099-MISC Box 15)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.
You must obtain a PA Other Income Withholding Account ID, If reporting greater than zero or if you are filing the upload from the Account Panel.
Yes
State Income (1099-MISC Box 17)Numeric only including 2 decimal places. Do not report negative figures, minimum value 0.00, maximum value 999999999.99.Yes
The fields below (Payer Name and Address) are not required for payers who have a PA Employer Account ID.
Payer NameBusiness Name, 50 characters max.Yes**
Payer Address Line 1Apartment Number, Box Number, Street Address, or Unit and Box for U.S. Military Address, 50 characters max.Yes**
Payer Address Line 2Street Address if not on Address Line 1, 50 characters max. 
Payer Address Line 3Hamlet, Village or other information if it needs to appear before the City or Town, 50 characters max. 
Payer City/TownCity, Town, etc., APO, FPO, DPO for U.S. Military Address, 50 characters max.Yes**
Payer Governing DistrictU.S. States use 2 character abbreviation, Canadian Providences use 2 character abbreviation, Mexico Federal Districts use 3 character abbreviation, U.K. County use county name etc., U.S. Military Addresses use AE, AP, or AA, 30 characters max.Yes**
Payer Postal AreaU.S. Zip Code, Canadian/Mexico Postal Code, U.K. Postal Code, etc., U.S. Military Address use 5-digit Zip Code, 15 characters max.Yes**
Payer Country Code2 character country code as specified in EFW2 Publication 42-007.Yes**

 

**Note: Payer Name and Address fields are required only when the Account Number is not entered.