1099-Q File Schema

Sample File = Schema\2021\TEXT\T99Q.txt

String fields are displayed within quotations

CRLF=Carriage Return Line Feed (Hex 0D0A)

"Name line 1"

"Name line 2"

"Street address line 1"

"Street address line 2"

"City"

"State"

"Zip code"

"USPS Delivery Point"

"Foreign address indicator" ¹

"Foreign city, province, postal code, etc."

"TIN Type"

"Taxpayer ID"

"Name control"

"Account number"

Box 1 - Gross distribution

Box 2 - Earnings

Box 3 - Basis

"Box 4 - Trustee-to-trustee transfer indicator" ¹

"Box 5 - Private indicator" ¹

"Box 5 - State indicator" ¹

"Box 5 - Coverdell ESA indicator" ¹

"Box 6 - Recipient is NOT the designated beneficiary indicator" ¹

FMV of the Coverdell ESA as of 12/31/2021

Distribution code

"Do not print indicator" ¹

"E-Mail address"

"Client ID"

CRLF

¹ "X" if applicable, otherwise, enter a null string ""