Form type.

Form ID. Unique identifier set when the record is created.

Issuer ID - only required when creating forms

Issuer Reference ID - only required when creating forms via $bulk-upsert

Issuer TIN - readonly

Tax Year - only required when creating forms via $bulk-upsert

Internal reference ID. Never shown to any agency or recipient.

Recipient's Federal Tax Identification Number (TIN).

Recipient name

Tax Identification Number (TIN) type.

Available values:

• EIN: Employer Identification Number
• SSN: Social Security Number
• ITIN: Individual Taxpayer Identification Number
• ATIN: Adoption Taxpayer Identification Number

Recipient second name

Address.

Address line 2.

City.

Two-letter US state or Canadian province code (required for US/CA addresses).

ZIP/postal code.

Recipient's Contact email address.

Account number

Office code

Province or region for non-US/CA addresses.

Two-letter IRS country code (e.g., 'US', 'CA'), as defined at https://www.irs.gov/e-file-providers/country-codes.

Date when federal e-filing should be scheduled. If set between current date and beginning of blackout period, scheduled to that date. If in the past or blackout period, scheduled to next available date. For blackout period information, see https://www.track1099.com/info/IRS_info. Set to null to leave unscheduled.

Boolean indicating that postal mailing to the recipient should be scheduled for this form

Date when state e-filing should be scheduled. Must be on or after federalEfileDate. If set between current date and beginning of blackout period, scheduled to that date. If in the past or blackout period, scheduled to next available date. For blackout period information, see https://www.track1099.com/info/IRS_info. Set to null to leave unscheduled.

Date when recipient e-delivery should be scheduled. If set between current date and beginning of blackout period, scheduled to that date. If in the past or blackout period, scheduled to next available date. For blackout period information, see https://www.track1099.com/info/IRS_info. Set to null to leave unscheduled.

Boolean indicating that TIN Matching should be scheduled for this form

No TIN indicator

Boolean indicating that address verification should be scheduled for this form

State and local withholding information

Second TIN notice

Federal e-file status. Available values:

• unscheduled: Form has not been scheduled for federal e-filing
• scheduled: Form is scheduled for federal e-filing
• airlock: Form is in process of being uploaded to the IRS (forms exist in this state for a very short period and cannot be updated while in this state)
• sent: Form has been sent to the IRS
• accepted: Form was accepted by the IRS
• corrected_scheduled: Correction is scheduled to be sent
• corrected_airlock: Correction is in process of being uploaded to the IRS (forms exist in this state for a very short period and cannot be updated while in this state)
• corrected: A correction has been sent to the IRS
• corrected_accepted: Correction was accepted by the IRS
• rejected: Form was rejected by the IRS
• corrected_rejected: Correction was rejected by the IRS
• held: Form is held and will not be submitted to IRS (used for certain forms submitted only to states)

State e-file status. Available values:

• unscheduled: Form has not been scheduled for state e-filing
• scheduled: Form is scheduled for state e-filing
• airlocked: Form is in process of being uploaded to the state
• sent: Form has been sent to the state
• rejected: Form was rejected by the state
• accepted: Form was accepted by the state
• corrected_scheduled: Correction is scheduled to be sent
• corrected_airlocked: Correction is in process of being uploaded to the state
• corrected_sent: Correction has been sent to the state
• corrected_rejected: Correction was rejected by the state
• corrected_accepted: Correction was accepted by the state

Postal mail to recipient status. Available values:

• unscheduled: Postal mail has not been scheduled
• pending: Postal mail is pending to be sent
• sent: Postal mail has been sent
• delivered: Postal mail has been delivered

TIN Match status. Available values:

• none: TIN matching has not been performed
• pending: TIN matching request is pending
• matched: Name/TIN combination matches IRS records
• unknown: TIN is missing, invalid, or request contains errors
• rejected: Name/TIN combination does not match IRS records or TIN not currently issued

Address verification status. Available values:

• unknown: Address verification has not been checked
• pending: Address verification is in progress
• failed: Address verification failed
• incomplete: Address verification is incomplete
• unchanged: User declined address changes
• verified: Address has been verified and accepted

EDelivery status. Available values:

• unscheduled: E-delivery has not been scheduled
• scheduled: E-delivery is scheduled to be sent
• sent: E-delivery has been sent to recipient
• bounced: E-delivery bounced back (invalid email)
• refused: E-delivery was refused by recipient
• bad_verify: E-delivery failed verification
• accepted: E-delivery was accepted by recipient
• bad_verify_limit: E-delivery failed verification limit reached
• second_delivery: Second e-delivery attempt
• undelivered: E-delivery is undelivered (temporary state allowing resend)

Validation errors

Date time when the record was created.

Date time when the record was last updated.