1099-R File Schema

Sample File = Schema\2022\TEXT\T99R.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"

"Date of payment" º

"CFSP Reporting State"

"IRA/SEP/SIMPLE indicator" ¹

"Distribution code(s)"

"Taxable amount not determined" ¹

"Total distribution indicator" ¹

Gross distribution

Taxable amount

Capital gain included in the taxable amount above

Federal income tax withheld

Employee contributions or insurance premiums

Net unrealized appreciation in employer's securities

Other amount

Other % ²

Your percentage of total distribution ²

Total employee contributions

Amount allocable to IRR within 5 years

"First year of designated Roth contribution" ³

"FATCA filing requirement indicator" ¹

"State #1"

State #1 tax withheld

State #1 distribution

Locality #1 tax withheld

Locality #1 distribution

"Name of Locality #1"

"State #2"

State #2 tax withheld

State #2 distribution

Locality #2 tax withheld

Locality #2 distribution

"Name of Locality #2"

"Do not print indicator" ¹

"E-Mail address"

"Client ID"

CRLF

º Use format MMDDYYYY or MMDDYY (21st century is assumed)

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

² Enter as a whole number between 0 and 100

³ Enter as a 4-digit year or leave null ""