Contents - Index


Data Dictionary


Form  FileName Description/Field

W-2 

 FW2.dbf Payor's Federal ID # 

    FEDID   C   9  

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C   9  

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C   1  

 

    Name Sort Field (for future use) 

     NAMEKEY   C   20  

 

    Account number (not used/ for compatibility only) 

    ACCTNO   C    20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting code #1 (optional)

    REPTSTATE   C   2   0

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD     C   1  

 

    Corrected return indicator

    CORRECTED   C   1   0

 

    Reissued indicator

    REISSUED   C   1   0

 

    Print flag return indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    Retirement plan

    Note: Use "Y" for Yes and "N" for No 

    RETIRE   C   1  

  

    Statutory employee 

    Note: Use "Y" for Yes and "N" for No 

    STATEMP   C   1  

 

    Third-party sick pay indicator

    Note: Use "Y" for Yes and "N" for No 

    THIRDSICK   C   1  

 

    Allocated tips

    ALLOCTIPS   N   10   2

 

    Advance EIC payment 

    ADVEIC   N   10   2

 

    Federal income tax withheld 

    FWT   N   12   2

 

    Wages, tips, other compensation 

    GROSS   N   12   2

 

    Social security tax withheld 

    FICA     N   10   2

 

    Social security wages 

    FICAWAGE   N   11   2

 

    Social security tips 

    FICATIPS   N   10   2

 

    Medicare wages and tips

    MEDWAGES   N   11   2

 

    Medicare tax withheld

    MEDFICA    N     11   2

 

    Nonqualified plans (other than Section 457)

    NONQUALPL   N   11   2

 

    Nonqualified plans (Section 457)

    NONSEC457   N   10   2

 

    Box 12 (1) amount

    BOX12_1   N   10   2

 

    Box 12 (1) code

      Applicable codes are:

      A -Uncoll. Soc. Sec. Tax on Tips

      B -Uncoll. Medicare Tax on Tips

      C -Group Term Life Insurance

      D -Sect. 401(k) contribut.

      E -Sect. 403(b) contribut.

      F -Sect. 408(k)(6) contribut.

      G -Sect. 457 contribut.

      H -Sect. 501(c)(18)(D) contribut.

      J -Nontaxable sick pay

      K -Excess golden parachute payments

      L -Nontax. part of empl. bus. exp.

      M -Uncoll. soc. sec. tax group life

      N -Uncoll. medicare tax group life

      P -Excludable moving expenses

      Q -Military empl. basic ...

      R -Empl. contrib. to MSA

      S -Employee contrib. to Sec. 408(p)

      T -Adoption benefits

       V -Inc. from exercise of non-stat. stk. options

    BOX12_1CD   C   1   0

 

    Box 12 (2) amount

    BOX12_2   N   10   2

 

    Box 12 (2) code

    Note: See BOX12_1CD for applicable codes.

    BOX12_2CD   C   1   0

 

    Box 12 (3) amount

    BOX12_3   N   10   2

 

    Box 12 (3) code

    Note: See BOX12_1CD for applicable codes.

    BOX12_3CD   C   1   0

 

    Box 12 (4) amount

    BOX12_4   N   10   2

 

    Box 12 (4) code

    Note: See BOX12_1CD for applicable codes.

    BOX12_4CD    

 

    Box 14 (1) amount

    BOX14_1   N   11   2

 

    Box 14 (1) description

    B14_1DESC   C   14   0

 

    Box 14 (2) amount

    BOX14_2   N   11   2

 

    Box 14 (2) description

    B14_2DESC   C   14   0

 

    Box 14 (3) amount

    BOX14_3   N   11   2

 

    Box 14 (3) description

    B14_3DESC   C   14   0

 

    Dependent care benefits

    DEPENDENT   N   10   2

 

    Used to be for fringe benefits.  Kept for compatibility

      purposes

    FRINGE   N   10   2

 

    State income tax

    SWT   N   11   2

 

    State wages, tips, etc

    STWAGE   N   11   2

 

    State residence

    STATERES   C   2   0

 

    Local income tax

    CWT   N   11   2

 

    Local wages, tips, etc

    CITYWAGE   N   11   2

 

    Locality

    LOCALITY   C   8   0

 

    State income tax (2)

    SWT2   N   11   2

 

    State wages, tips, etc. (2)

    STWAGE2   N   11   2

 

    State residence (2)

    STATERES2   C   2   0

 

    Local income tax (2)

    CWT2   N   11   2

 

    Local wages, tips, etc. (2)

    CITYWAGE2   N   11   2

 

    Locality (2)

    LOCALITY2   C   8   0

 

    4th Quarter Wages

    WAGE4Q   N   11   2

 

    Additional state magnetic media information (1)

    SPECIAL1   N   10   2

 

    Additional state magnetic media information (2)

    SPECIAL2   N   10   2

 

    Additional state magnetic media information (3)

    SPECIAL3   C   10   0

 

 

    Employee Type (R = regular, A = Agricultural)

    EMPLTYPE   C   1   0

 

 

1099-MISC 

 FMISC.dbf Payor's Federal ID # 

    FEDID   C   9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C   9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C   1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Rents 

    RENTS   N   11   2

 

    Royalties 

    ROYALTIES   N   11   2

 

    Other income

    PRIZ_AWDS   N   11   2

 

    Federal income tax withheld 

    FWT   N   11   2

 

    Fishing boat proceeds 

    FISHPROC   N   11   2

 

    Medical and health care payments 

    MEDHEALTH   N   11   2

 

    Nonemployee compensation 

    NONEMP   N   13   2

 

    Substitute payments in lieu of dividends or interest 

    LIEUINT   N   11   2

 

    Payer made direct sales of >= $5,000 of consumer products

    Note: Use "Y" for Yes and "N" for No 

    GT5000   C    1   0

 

    Crop insurance proceeds 

    CROPINS   N   11   2

 

    Excess golden parachute payments 

    GOLDPARA   N   11   2

 

    State income

    STATEINC   N   11   0

 

    Gross fees pd. to attorney for legal services

    ATTORNEY   N   11   2

 

   

 

1099-A 

 F1099A.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Date of lender's acquisition or knowledge of abandonment 

    DATELEND   D    8   0

 

    Balance of principal outstanding 

    PRINCIPOS   N   11   2

 

    Gross foreclosure proceeds

    GROSSFORE   N   11   2

 

    Appraisal value

      APPR_VAL   N   11   2

 

    Is borrower personally liable for repayment of the debt?        Note: Use "Y" for Yes and "N" for No 

    LIABLE   C    1   0

 

    Description: 

    DESCRIPT1   C   20   0

 

    Description: 

    DESCRIPT2   C   19   0

 

 

1099-B 

 F1099B.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Date of sale/closing 

    SALEDATE   D    8   0

 

    CUSIP no 

    CUSIP   C   13   0

 

    Stocks, bonds, etc 

    STK_BONDS   N   12   2

 

    Gross Proceeds 

    Note: Use "Y" for Yes and "N" for No 

    GP   C    1   0

 

    Gross proceeds less commissions and option premiums 

    Note: Use "Y" for Yes and "N" for No 

    GPLESS   C    1   0

 

    Bartering 

    BARTER   N   11   2

 

    Federal income tax withheld 

    FWT   N   11   2

 

    Description: 

    DESCRIPT   C   25   0

 

    P&L realized on closed regulated futures 

    REALPROF   N   11   2

 

    Unrealized profit or (loss) on open contracts 12/31/99

    UNREAL_LY   N   11   2

 

    Unrealized profit or (loss) on open contracts - 12/31/00

    UNREAL_CY   N   11   2

 

    Aggregate profit or (loss) 

    AGGREGPL   N   11   2

 

 

1099-R 

 F1099R.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Gross distribution 

    GROSSDIST   N   11   2

 

    Taxable amount 

    TAXAMT   N   11   2

 

    Taxable amount not determined

    Note: Use "Y" for Yes and "N" for No 

    NOTDETER   C     1   0

 

    Total distribution

    Note: Use "Y" for Yes and "N" for No 

    TOTDIST   C     1   0

 

    Amount in Box 2 eligible for capital gain distribution 

    CAPGAIN   N   11   2

 

    Federal income tax withheld 

    FWT   N   11   2

 

    Employee contributions or insurance premiums 

    EMPCONTR   N   11   2

 

    Net unrealized appreciation in employer's securities 

    EMPSECUR   N   11   2

 

    Category of distribution 

      Categories are: 

      1 - Early distrib., no known exception

      2 - Early distrib., exception applies

      3 - Disability 

      4 - Death 

      5 - Prohibited transaction 

      6 - Section 1035 Exchange

      7 - Normal distribution

      8 - Excess contrib. + earn. taxable in 2002

      9 - PS 58 Costs 

      A - Qualifies for 5-year/10-year averaging 

      B - Qualifies for death benefit exclusion 

      C - Qualifies for both "A" and "B" 

      D - Excess contrib. + earn. taxable in 2000

      E - Excess annual additions under sect. 415

      F - Charitable gift annuity

      G - Direct rollover to IRA

      H - Direct rollover to qual. plan or annuity  

      J - Early distrib. from a Roth IRA, no know exception

      K - Distribution from 2001 Roth conversion IRS first            5 years

      L - Loans treated as distributions

      M - Distribution from an education IRA

      N - Recharacterized IRA contribution made for 2003

      P - Excess contrib. + earn. taxable in 2001

      R - Recharacterized IRA contribution made for 2002

      S - Early distrib. from a Simple IRA in first 2 yrs.

      T - Roth IRA distribution, exception applies

    CATDIST   C    2   0

 

    IRA/SEP

    Note: Use "Y" for Yes and "N" for No 

    IRA   C   1   0

 

    Other 

    OTHER   N   11   2

 

    Other Percentage 

    OTHERPCTG   N    3   0

 

    Your percentage of total distribution 

    DISTPCT   N    2   0

 

    Total employee contributions

    TOTEMPCON   N    11   2

 

    State distribution

    STATEDIS   N   11   2

 

    Local income tax withheld 

    LOCALWITH   N   11   2

 

    Name of locality

    LOCALITY   C   10   0

 

    Local distribution

    LOCALDIS   N   11   2

 

 

 

1099-OID 

 FOID.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Total original issue discount for 1999 

    TOT_OID   N   11   2

 

    Other periodic interest 

    OTHER_INT   N   11   2

 

    Early withdrawal penalty 

    EARLYPEN   N   11   2

 

    Federal income tax withheld 

    FWT   N   11   2

 

    Description: 

    DESCRIPT1   C   20   0

 

    Description: 

    DESCRIPT2   C   19   0

 

    Orig. Issue Disc. on US Treasury Oblig.

    OIDUST   N   11   2

 

    Investment expenses

    INVEXP   N   11   2

 

 

1099-PATR

 FPATR.dbf Payor's Federal ID # 

    FEDID   C    9   0

               

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Patronage dividends 

    PATDIV   N   11   2

 

    Nonpatronage dividends 

    NONPATR   N   11   2

 

    Per unit retain allocations 

    PERUNIT   N   11   2

 

    Federal income tax withheld 

    FWT   N   11   2

 

    Redemption of nonqualified notices and retain allocations 

    REDEMPT   N   11   2

 

    For filers' use for pass through credits

    ITC    N   11   2

 

    Investment credit      

    ENERGY   N   11   2

 

    Work opportunity credit 

    JOBS   N   11   2

 

    Patron's AMT adjustment

    CORRECTED   N   11   2

 

 

1099-DIV

 FDIV.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Ordinary dividends 

    ORDDIV   N   11   2

 

    Capital gain distributions 

    CAPGAIN   N   11   2

 

      28% rate gain

    CAPGAINMT   N   11   2

 

    Qualified 5-year gain

    QUAL5YR   N   11   2

 

    Unrecap. sec. 1250 gain

    UNRE1250   N   11   2

 

    Section 1202 gain

    SEC1202G   N   11   2

  

    Federal income tax withheld 

    FWT   N   11   2

 

    Nontaxable distributions 

    NONTAXDIS   N   11   2

 

    Foreign tax paid 

    FORGNTAX   N   11   2

 

    Investment expenses 

    INVEXP   N   11   2

 

    Foreign country or U.S. possession 

    FORGNCNTY   C   10   0

 

    Cash liquidation distributions 

    CASH   N   11   2

 

    Noncash liquidation distributions (Fair market value) 

    NONCASH   N   11   2

 

 

1099-INT

 FINT.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Earnings from S&L's, bank deposits, bearer COD's etc 

    INTEREST   N   11   2

 

    Early withdrawal penalty 

    EARLYPEN   N   11   2

 

    US Savings Bonds, etc 

    BONDS   N   11   2

 

    Federal income tax withheld 

    FWT   N   11   2

 

    Foreign tax paid (if eligible foreign tax credit) 

    FORGNTAX   N   11   2

 

    Foreign country or U.S. possession 

    FORGNCNTY   C   10   0

 

 

1098

 F1098.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Mortgage interest received from payer(s)/borrower(s) 

    MORTINT   N   11   2

 

    Points pd. directly by pay./borr. on purch. of princ. res

    POINTS   N   11   2

 

    Refund of overpaid interest

    REFINT   N   11   2

 

    Real estate taxes

    RETAXES   N   11   2

 

    Co-operative shares owned 

    SHARES   N     10   0

 

    Box 2: 

    BOX2A   C   25   0

 

    BOX2B   C   25   0

  

    BOX2C   C   25   0

 

    Override Recipient Address

    OVR_ADR1   C   25   0

 

    Override Recipient City

    OVR_CITY   C   10   0

 

    Override Recipient State

    OVR_STATE   C   2   0

 

    Override Recipient Zip

    OVR_ZIP   C   5   0

 

 

5498

 F5498.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Regular IRA contributions made in 1999 and 2000 for 1999

    REGIRA   N   12   2

 

    Rollover IRA contributions 

    ROLLOVER   N   12   2

 

    Roth conversion amount

    ROTHAMT   N   12   2

 

    Recharacterized contributions

    RECHARCON   N   12   2

 

    Fair market value of account

    FMVACCT   N   12   2

 

    Life insurance cost included in box 1 

    LIFEINS   N   12   2

 

    IRA indicator

    Note: Use "Y" for Yes and "N" for No 

    IRA   C   1  

 

    SEP indicator

    Note: Use "Y" for Yes and "N" for No 

    SEP     C   1  

 

    SIMPLE indicator

    Note: Use "Y" for Yes and "N" for No 

     

    SIMPLE   C   1  

 

    Roth IRA indicator

    Note: Use "Y" for Yes and "N" for No 

    ROTHIRA   C   1  

 

    Roth conv. indicator

    Note: Use "Y" for Yes and "N" for No 

 

    ROTHCONV   C   1  

 

    Ed IRA indicator

    Note: Use "Y" for Yes and "N" for No 

    EDIRA   C   1  

 

    SEP contributions

    SEPCONT   N   12   2

 

    SIMPLE contributions

    SIMPLECON   N   12   2

 

    Roth IRA contributions

    ROTHCONT   N   12   2

 

    Ed IRA contributions

    EDIRACONT   N   12   2

 

 

W-2C

 FW2C.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account # (not used / for compatibility only)

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

 

    Statutory employee (previously reported)

    PSTATEMP   C      1   0

 

    Deceased (previously reported)

    PDECEASED   C      1   0

 

    Pension plan (previously reported)

    PPENPLAN   C      1   0

 

    Legal representative (previously reported)

    PLEGALREP   C      1   0

 

    Deferred compensation (previously reported)

    PDEFCOMP   C      1   0

 

    IRA/SEP indicator (previously reported)

    PIRA   C      1   0

 

    Statutory employee (correct information)

    STATEMP   C      1   0

 

    Deceased (correct information)

    DECEASED   C      1   0

 

    Pension plan (correct information)

    PENPLAN   C      1   0

 

    Legal representative (correct information)

    LEGALREP   C      1   0

 

    Deferred compensation (correct information)

    DEFCOMP   C      1   0

 

    IRA/SEP indicator (correct information)

    IRA/SEP   C      1   0

 

    Wages, tips, other comp (previously reported)

    PGROSS   N     11   2

 

    Wages, tips, other comp (correct information)

    GROSS   N    11   2

 

    Social security wages (previously reported)

    PFICAWAGE   N    11   2

 

    Social security wages (correct information)

    FICAWAGE   N    11   2

 

    Medicare wages and tips (previously reported)

    PMEDWAGES   N    11   2

 

    Medicare wages and tips (correct information)

    MEDWAGES   N    11   2

 

    Medicare tax withheld (previously reported)

    PMEDFICA   N    11   2

 

    Medicare tax withheld (correct information)

    MEDFICA   N    11   2

 

    State wages (previously reported)

    PSTWAGE   N    11   2

 

    State wages (correct information)

    STWAGE   N     11   2

 

    Local wages (previously reported)

    PCITYWAGE   N      11   2

 

    Local wages (correct information)

    CITYWAGE   N    11   2

 

    Federal income tax withheld (previously reported)

    PFWT   N    11   2

 

    Federal income tax withheld (correct information)

    FWT             N       11         2

 

    Social security tax withheld (previously reported)

    PFICA   N      11   2

 

    Social security tax withheld (correct information)

    FICA   N      11   2

 

    State tax withheld (previously reported)

    PSW   N    11   2

 

    State tax withheld (correct information)

    SWT   N    11   2

 

    Local tax withheld (previously reported)

    PCWT   N    11   2

 

    Local tax withheld (correct information)

    CWT   N    11   2

 

    Social security tips (previously reported)

    PFICATIPS   N      11   2

 

    Social security tips (correct information)

    FICATIPS   N      11   2

 

    Allocated tips (previously reported)

    PALLOCTIP   N      11   2

 

    Allocated tips (correct information)

    ALLOCTIPS   N      11   2

 

    Blank description #1 on W-2C

    B19A_DESC   C    10   0

 

    Blank amount #1 on W-2C (previously reported)

    PB19A_AMT   N      11   2

 

    Blank amount #1 on W-2C (correct information)

    B19A_AMT   N      11   2

 

    Blank description #2 on W-2C

    B19B_DESC   C    10   0

 

    Blank amount #2 on W-2C (previously reported)

    PB19B_AMT   N      11   2

 

    Blank amount #2 on W-2C (correct information)

    B19B_AMT   N      11   2

 

    Blank description #3 on W-2C

    B19C_DESC   C    10   0

 

    Blank amount #3 on W-2C (previously reported)

    PB19C_AMT   N      11   2

 

    Blank amount #3 on W-2C (correct information)

    B19C_AMT   N      11   2

 

    Employee name if incorrectly shown on original form

    PNAME   C    31   0

 

    Employee SSN if incorrectly shown on original form

    PSSN   C    11   0

 

    Year being reported

    FYEAR   C      2   0

 

    Has employer address changed from W-2 issued?

    CORRPAYADR   C   1   0

 

    Has employee address changed from W-2 issued?

    CORREMPADR   C   1   0

 

    Has employee address changed from W-2 issued?

    STATERES   C   2   0

 

    Has employee address changed from W-2 issued?

    LOCALITY   C   3   0

 

 

1099-S

 F1099S.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Date of closing 

    CLOSEDATE   D    8   0

 

    Gross Proceeds 

    GROSS   N    12   2

 

    Buyer's part of real estate tax

    BUYERS   N    12   2

 

    Address/legal 

    ADDR1   C   20   0

 

    Address/Legal 

    ADDR2   C   19   0

 

    Transferor received or will receive prop/serv as considerat.      Note: Use "Y" for Yes and "N" for No 

    RECEIVCON   C    1   0

       

 

1098-T

 F1098T.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Qualified tuition and related expenses

    BOX1   N    12   2

 

    Reimbursements and refunds

    BOX2   N    12   2

 

    Scholarships and grants

    BOX3   N    12   2

 

    At least Half Time Student

    Note: Use "Y" for Yes and "N" for No 

    HALFTIME   C    1   0

       

    Graduate Student

    Note: Use "Y" for Yes and "N" for No 

    GRADSTUD   C    1   0

 

 

1098-E

 F1098E.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"] 

    TINTYPE   C    1   0

 

    Name Sort Field (for future use)

      NAMEKEY   C   20   0

 

    Account #

      ACCTNO   C   20   0

 

    Control sequence number [will default to 0] 

    CONTROL   N    8   0

 

    Reporting state #1 (optional)

    REPTSTATE   C   2  

 

    Reporting state #2 (optional)

    RPTSTATE2   C   2   0

 

    Transaction Date (reserved for future use)

    FDATE   D   8  

 

    Hold indicator

    HOLD   C   1  

 

    Corrected return indicator (reserved for future use)

    CORRECTED   C   1  

 

    Print flag indicator

    PRINTFLAG   C   1   0

 

    Date record created

    DCREATE   C   17   0

 

    Date record last edited

    DEDIT   C   17   0

 

    Record ID#(reserved for future use)

    RECID   N   7   0

 

    State for which income tax withheld

    STATE   C   2   0

 

    State income tax withheld

    SWT   N   11   2

 

    Student loan interest received by lender

    STUDINT   N    12   2

 

    Does Box 1 incl. loan orig. fees and/or cap. interest

    INCLORIG   C    1   0

 

 

Payors

 PAYOR.dbf Payor's Federal ID # 

    FEDID   C    9   0

 

    Payor's State ID# 

    STATEID   C   11   0

 

    Is Payor a combined federal/state mag. media filer 

    Note: Use "Y" for Yes and "N" for No 

    COMBINED   C    1   0

 

    Transmitter control code assigned by IRS 

    TRANSCODE   C    5   0

 

    Is magenetic media transmitter a separate agent ? 

    Note: Use "Y" for Yes and "N" for No 

    TRANSIND   C    1   0

 

    Name of Payor 

    PAYNAME1   C     40   0

 

    Payor name continued or name of separate agent 

    PAYNAME2   C   40   0

 

    Address of Payor 

    PAYADDR   C   40   0

 

    City of Payor 

    PAYCITY   C   25   0

 

    State of Payor 

    PAYSTATE   C    2   0

 

    Zip code of payor 

    PAYZIP   C    9   0

 

    Name of magnetic media transmitter 

    TRANSNAME   C   40   0

 

    Address of magnetic media transmitter 

    TRANSADDR   C   40   0

 

    City of magnetic media transmitter 

    TRANSCITY   C   25   0

 

    State of magnetic media transmitter 

    TRANSST   C    2   0

 

    Zip code of magnetic media transmitter 

    TRANSZIP   C    9   0

 

    Has entity been printed by system 

    Note: Use "Y" for Yes and "N" for No 

    PRINTED   C    1   0

 

    Was entity printed by system?

    Note: Use "Y" for Yes and "N" for No 

    PRINTFLAG   C    1   0

 

    Does payor file on magnetic media 

    Note: Use "Y" for Yes and "N" for No 

    MAGFILER   C    1   0

 

    Is payor address in a foreign country ? 

    Note: Use "Y" for Yes and "N" for No 

    FORGNIND   C    1   0

 

    Is magnetic media transmitter address in a foreign country        Note: Use "Y" for Yes and "N" for No 

    TRANSFORG   C    1   0

 

    Employer ID# of magnetic media transmitter 

    TRANSEIN   C    9   0

 

    Payor name control assigned by IRS for mag media filers 

    PAYNCONT   C    4   0

 

    Contact person 

    CONTACT   C   25   0     

 

    Telephone number 

    TELNO   C   10  

 

    Fax #

    FAXNO   C   10  

 

    Email

    EMAIL   C   40  

 

    Title of contact person 

    TITLE   C   10   0

 

    Have payor EIN appear like 999-99-9999

    Note: Use "Y" for Yes and "N" for No 

    EINFORMAT   C   1   0

 

    Suppress printing of payor info. on preprinted form?

    Note: Use "Y" for Yes and "N" for No 

    PAY_OFF   C   1   0

 

    Type of employment 

      R = Regular 

      A = Agriculture 

      H = Household 

      M = Military 

      Q = Medicare Qualified Government Employment 

      X = Railroad 

      S = Third-party sick pay 

    TYPE_EMPL   C    1   0

 

    Service bureau indicator 

    Note: Use "Y" for Yes and "N" for No 

    SERVBURE   C     1   0

 

    SUTA Rate for primary state (ATF only)

    SUTARATE   N     6   3

 

    SDI Rate for primary state (ATF only)

    SDIRATE   N     6   3

 

 

    SUTA ID# for primary state (ATF only)

    SUTA_ID   C     11   0

 

 

    Is payor information complete for ATF

    Note: Use "Y" for Yes and "N" for No 

    COMPLETE   C     1   0

 

    Will this be last time filing on magnetic media?

    Note: Use "Y" for Yes and "N" for No 

    LASTFILE   C     1   0

 

    Magnetic media extension indicators

    MAGEXT   C     5   0

 

    Semi weekly deposit indicator

    Note: Use "Y" for Yes and "N" for No 

    DEPSEMI   C     1   0

 

    Total real estate taxes for Form 1098

    RETAX   N     12   4

 

    Total mortgage interest for Form 1098

    MORTINT   N     12   4

 

    Total points for Form 1098

    POINTS   N     12   4

 

    Has taxpayer previously used another TIN?

    Note: Use "Y" for Yes and "N" for No 

    TIN2ND   C     9   0

 

    Temporary field reserved for system

    TEMPCOUNT   N     12   2

 

    Third party sick pay indicator (not used)

    THIRDSICK   N     1   0

 

    Default state/1 for W-2

    DEFSTATE    C     2   2

 

    Default state/2 for W-2

    DEFSTATE2   C     2   2

 

    Default locality/1 for W-2

    DEFLOCAL    C     10   2

 

    Default locality/2 for W-2

    DEFLOCAL2   C     10   2

 

    Pension plan indicator

    PENPLAN     C     1   2

 

 

 

Recipients

 RECPNT.dbf Taxpayer ID# Type (A=EIN,B=SSN) [defaults to "B"]

    TINTYPE   C    1   0

 

    Empl./Recip. Taxpayer Identification # 

    SOCSECNO   C    9   0

 

    First name of employee/recipient 

    FRSTNAME   C   16   0

 

    Last name of employee/recipient 

    LASTNAME   C   40   0

 

    Additional name for employee/recipient 

    ENTNAME2   C   40   0

 

    Address of employee/recipient 

    ENTADDR   C   40   0

 

    Address of employee/recipient (2)

    ENTADDR2   C   40   0

 

    City of employee/recipient 

    ENTCITY   C   25   0

 

    State of employee/recipient 

    ENTSTATE   C    2   0

 

    Zip code of employee/recipient 

    ENTZIP   C    9   0

 

    Purge flag for employee/recipient 

    Note: Use "Y" for Yes and "N" for No 

    PURGE   C    1   0

 

    Is employee/recipient address in a foreign country? 

    Note: Use "Y" for Yes and "N" for No 

    FORGNIND   C    1   0

 

    Was empl./recip. on the system last yr.? (defaults to "N")

    PRIORYR   C   1   0

 

    Print flag

    PRINTFLAG   C   1   0

 

    Country

    COUNTRY   C   15   0

 

    Gender

    Use "M" for male and "F" for female

    GENDER   C   1   0

 

    Telephone number

    TELNO   C   10   0

 

    Email

    EMAIL   C   40   0