IR1RTH

Date 1st Roth Contribution

GOLD Services > IRS GOLD > Forms.

•For Form 1099-B, it's Box 1C, Date sold or disposed.

•For Form 1099-R, it's Box 11, 1st year of desig. Roth contrib.

•For Form 5498, it's Box 12a, RMD date.

IR2TIN

2nd TIN Notice

IRAADT

Acquired Abandoned Date

GOLD Services > IRS GOLD > Forms.

•For Form 1099-A, it's the Date of lender's acquisition or knowledge of abandonment (box 1).

•For Form 1099-B, it's Box 1b, Date Acquired.

•For Form 1099-C, it's Box 1, Date of identifiable event.

•For Form 1099-S, it's Box 1, Date of closing.

IRACTA

Account Number

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IRACTO

Office Number

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IRADR2

Payee 2nd Address

For Form 1099-INT, it's Box 15, State.

IRAMSA

Amsa Indicator

This is the Archer MSA box on Form 1099-SA in Box 5 and on Form 5498-SA in Box 6..

IRBPLR

Borrower Liable

For Form 1099-C, it's Box 5, If checked, the debtor was personally liable for repayment of the debt.

IRBSIS

Basis reported to IRS

For Form 1099-B, this is Box 3, If checked, basis reported to IRS.

IRCD01

Misc Code 1

IRCD02

Misc Code 2

For Form 5498, it's Box 14b, Code.

IRCD03

Misc Code 3

IRCKDG

Check Digit

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRCL01

Identifiable Event Code

For Form 1099-C, it's Box 6, Identifiable event code.

IRCORR

Correction

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRCSSN

Social Security Number

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRCUSP

CUSIP Number

For Form 1099-B, it's the CUSIP Number

IRDDIB

Debt Discharged

IRDSCA

Distrib Category/Seller Servicer Code

For Form 1099-R, this is Box 7, Distribution code(s).

For Form 1099-SA, this is Box 3, Distribution code.

For Form 1099-A and 1099-C, this field is the Seller/Servicer Code, which is Fannie Mae or Freddie Mac. When you select a Seller/Servicer Code, the Seller Number and Investor Number fields are displayed and required (as shown below). These fields are saved in the record, but not printed on the form.

IRDTLU

Date Last Updated

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRDTPT

Date Posted

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IREDUC

Education IRA

For Form 5498, it's Box 11, If checked, required minimum distribution for 2017.

IREINB

Employer Id Number

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IREMPX

Employee Number

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRFRGN

Foreign Address

For Form 1042-S, it's the Foreign Country field.

IRGROS

For Form 1099-B, this is Box 6, Gross Proceeds.

IRHSAI

HSA Indicator

You can also restrict the user from marking the account as HSA directly on Form 1099-SA in Box 5 and on Form 5498-SA in Box 6.

IRIACT

Investor Acct Nbr

For Form 1099-A and 1099-C, this field is the Investor Account Number, which is Fannie Mae or Freddie Mac. When you select a Seller/Servicer Code, the Seller Number and Investor Number fields are displayed and required (as shown below):

IRIRSP

Ira Sep Simple

This is a yes/no field. If this account is an simplified employee pension (SEP) account, this field will display "Y" (yes). Deposit accounts are marked as SEP using the SEP box on the Deposits > Account Information > Additional Fields screen > Retirement Fields tab.

For Form 1099-R, this is the IRA/SEP/SIMPLE checkbox.

IRLIAB

Liable

For Form 1099-A, it's box 5 (If checked, the borrower was personally liable for repayment of debt).

IRLONG

For Form 1099-B, this is Box 2, Long-term gain or loss.

IRMECH

Medicare Choice MSA

This field is no longer used. This field previously indicated whether the deposit account was a Medicare+Choice MSA, which is no longer supported.

You can restrict users from marking the account as MA MSA directly on Form 1099-SA in Box 5 and on Form 5498-SA in Box 6.

IRMODT

Mortgage Origination Date

For 1098, it's the Mortgage origination date (box 3).

IRNCOV

For Form 1099-B, this is Box 5, If checked, noncovered security

IRNET

For Form 1099-B, this is Box 6, Net Proceeds.

IRNTSN

IRCSSN Is Not An Ssn

This will restrict users from selecting the "2" (Employee Identification Number) next to the Payer's/Borrower's taxpayer identification no. See below:

IRONOB

Owner is not Beneficiary

For Form 1099-MISC, this is Box 9, Payer made direct sales of $5,000 or more of consumer products to a buyer (recipient) for resale.

For Form 1099-Q, this is Box 6, If this box is checked, the recipient is not the designated beneficiary.

IRORFE

Orig Fee Cap Int

For Form 1098-E, this is box 2 (If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004.)

IRPADR

Payee Address

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRPAF1

Payment Amount Fld 1

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1098, it's Box 1, Mortgage interest received from payer(s)/borrower(s).

•For 1098-E, it's Box 1, Student loan interest received by lender.

•For 1099-INT, it's Box 1, Interest Income.

•For 1099-DIV, it's Box 1a, Total ordinary dividends.

•For 1099-MISC, it's Box 1, Rents.

•For 1099-Q, it's Box 1, Gross distribution.

•For 1099-R, it's Box 1, Gross distribution.

•For 1099-SA, it's Box 1, Gross distribution.

•For 5498, it's Box 1, IRA contributions (other than amounts in boxes 2-4, 8-10, 13a, and 14a).

•For 5498-ESA, it's Box 1, Coverdell ESA contributions.

•For 5498-SA, it's Box 1, Employee or self-employed person's Archer MSA contributions made in THIS YEAR and NEXT YEAR for THIS YEAR.

IRPAF2

Payment Amount Fld 2

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For Form 1098, it's Box 2, Points paid on purchase of principal residence.

•For Form 1099-A, it's Box 2, Balance of principal outstanding.

•For Form 1099-B, it's Box 1d, Proceeds.

•For Form 1099-C, it's Box 2, Amount of debt discharged.

•For Form 1099-DIV, it's Box 1b, Qualified dividends.

•For Form 1099-INT, it's Box 2, Early withdrawal penalty.

•For Form 1099-MISC, it's Box 2, Royalties.

•For Form 1099-Q, it's Box 2, Earnings.

•For Form 1099-R, it's Box 2a, Taxable amount.

•For Form 1099-S, it's Box 2, Gross Proceeds.

•For Form 1099-SA, it's Box 2, Earnings on excess cont.

•For Form 5498, it's Box 2, Rollover contributions.

•For Form 5498-ESA, it's Box 2, Rollover contributions.

•For Form 5498-SA, it's Box 2, Total contributions made in YYYY.

IRPAF3

Payment Amount Fld 3

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For Form 1098, it's Box 3, Refund of overpaid interest.

•For Form 1099-B, it's Box 1e, Cost or other basis.

•For Form 1099-C, it's Box 3, Interest if included in box 2.

•For Form 1099-DIV, it's Box 2a, Total capital gain distr.

•For Form 1099-INT, it's Box 3, Interest on U.S. Savings Bonds and Treas. obligations.

•For Form 1099-MISC, it's Box 3, Other income.

•For Form 1099-R, it's Box 3, Capital gain (included in box 2a).

•For Form 5498, it's Box 3, Roth IRA conversion amount.

•For Form 5498-SA, it's Box 3, Total HSA or Archer MSA contributions made in (NEXT YEAR) for (THIS YEAR).

IRPAF4

Payment Amount Fld 4

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For Form 1098, it's Box 4, Mortgage insurance premiums.

•For Form 1099-A, it's Box 4, Fair market value of property.

•For Form 1099-B, it's Box 4, Federal income tax withheld.

•For Form 1099-INT, it's Box 4, Federal income tax withheld.

•For Form 1099-MISC, it's Box 4, Federal income tax withheld.

•For Form 1099-Q, it's the box labeled: If the fair market value (FMV) is shown below, see Pub. 970, Tax Benefits for Education, for how to figure earnings.

•For Form 1099-R, it's Box 4, Federal income tax withheld.

•For Form 1099-SA, it's Box 4, FMV on date of death.

•For Form 5498, it's Box 4, Recharacterized contributions.

•For Form 5498-SA, it's Box 4, Rollover contributions.

IRPAF5

Payment Amount Fld 5

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For Form 1099-MISC, it's Box 5, Fishing boat proceeds.

•For Form 1099-R, it's Box 5, Employee contributions/Designated Roth contributions or insurance premiums.

•For Form 1099-S, it's Box 5, Buyer's part of real estate tax.

•For Form 5498, it's Box 5, Fair market value of account.

•For Form 5498-SA, it's Box 5, Fair market value of HSA, Archer MSA, or MA MSA.

IRPAF6

Payment Amount Fld 6

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1098, it's Box 2, Outstanding mortgage principal as of DD/MM/YYYY.

•For 1099-DIV, it's Box 2b, Unrecap. Sec. 1250 gain.

•For Form 1099-MISC, it's Box 6, Medical and health care payments.

•For Form 1099-R, it's Box 6, Net unrealized appreciation in employer's securities.

IRPAF7

Payment Amount Fld 7

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1099-C, it's Box 7, Fair market value of property.

•For 1099-DIV, it's Box 2c, Section 1202 gain.

•For Form 1099-MISC, it's Box 7, Nonemployee compensation.

•For Form 1099-R, it's the percentage box (%) to the right of Box 8, Other.

IRPAF8

Payment Amount Fld 8

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1099-DIV, it's Box 2d, Collectibles (28%) gain.

•For Form 1099-MISC, it's Box 8, Substitute payments in lieu of dividends or interest.

•For Form 1099-R, it's Box 8, Other.

•For Form 5498, it's Box 8, SEP contributions.

IRPAF9

Payment Amount Fld 9

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1099-DIV, it's Box 3, Nondividend distributions.

•For 1099-R, it's Box 9b, Total employee contributions.

•For Form 5498, it's Box 9, SIMPLE contributions.

IRPAFA

Payment Amount Fld A

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1099-DIV, it's Box 4, Federal income tax withheld.

•For Form 1099-MISC, it's Box 10, Crop insurance proceeds.

•For Form 5498, it's Box 10, Roth IRA contributions.

IRPAFB

Payment Amount Fld B

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1099-DIV, it's Box 5, Investment Options.

•For Form 1099-MISC, it's Box 13, Excess golden parachute payments.

•For 1099-R, it's Box 15, Local tax withheld.

•For Form 5498, it's Box 12b, RMD amount.

IRPAFC

Payment Amount Fld C

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For 1099-DIV, it's Box 6, Foreign tax paid.

•For Form 1099-MISC, it's Box 14, Gross proceeds paid to an attorney.

•For 1099-R, it's Box 16, Name of Locality.

•For Form 5498, it's Box 13a, Postponed contribution.

IRPAFD

Payment Amount Fld D

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For Form 1099-DIV, it's Box 8, Cash liquidation distributions.

•For Form 1099-MISC, it's Box 15a, Section 409A deferrals.

•For Form 5498, it's Box 14a, Repayments.

IRPAFE

Payment Amount Fld E

This field differs according to which form (pulled from GOLD Services > IRS GOLD > Forms screen).

•For Form 1099-DIV, it's Box 9, Noncash liquidation distributions.

•For Form 1099-MISC, it's Box 15b, Section 409A Income.

IRPASM

Prop Addr Same As Mail Addr

For Form 1098, this is Box 7.

IRPAYE

Payee Name

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRPCTY

Payee City

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRPORS

Prop Or Srvcs Rcvd

For Form 1099-S, this is Box 4, Transferor received or will receive property or services as part of the consideration (if checked).

IRPOTD

Nbr Of Total Dist

For Form 1099-R, this is Box 9a, Your percentage of total distribution.

IRPROP

Property Description

•If Form 1099-A, it's Box 6, Description of property.

•If Form 1098, it's Box 9, If property securing mortgage has no address, below is the description of the property.

•If Form 1099-B, it's Box 1a, Description of property.

•If Form 1099-C, it's Box 4, Debt Description.

•If Form 1099-DIV, it's Box 7, Foreign country or U.S. possession.

•If Form 1099-R, it's Box 17, Local distribution.

•If Form 1099-S, it's Box 3, Address or legal description.

IRPRP1

Property Address Line One

For Form 1098, this is Box 8, Address of property securing mortgage (line 1).

IRPRP2

Property Address Line Two

For Form 1098, this is Box 8, Address of property securing mortgage (line 2).

IRPYE2

Payee 2 Name

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRPZIP

Payee Zip

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide

IRPZP4

Payee Plus 4 Zip

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRRCHR

Recharacterized Roth

The process of reversing a Roth IRA conversion is known as recharacterization. It needs to be completed by the last date, including extensions, for filing or refiling prior-year tax return, which is typically on or about October 15. All or a portion of what was converted from a traditional IRA into a Roth can generally be recharacterized (reversed) back into a traditional IRA (or some other type of retirement account other than Roth).

To recharacterize a Roth, use transaction code 1220-08 in CIM GOLDTeller.

This field will display "Y" if this account is a recharacterized Roth.

IRRIRA

IRA Account

This is a yes/no field. If this account is a traditional IRA account, this field will display "Y" (yes). Deposit accounts are marked as traditional using the Traditional box on the Deposits > Account Information > Additional Fields screen > Retirement Fields tab.

For Form 5498, this is the IRA checkbox in Box 7.

IRROCV

Roth Conversion

This is the date a traditional IRA, SEP IRA, or Simple IRA was converted to a Roth IRA during the current calendar year. This field is populated when a Roth Conversion Contribution transaction (tran code 1220-07) is processed on the account. This is not used for rollovers from one Roth to another Roth. The amount of the rollover is displayed in the Roth Conversion Amount field on the Deposits > Account Information > Additional Fields screen > Retirement Fields tab.

IRROTH

Roth IRA

This is a yes/no field. If this account is a Roth IRA account, this field will display "Y" (yes). Deposit accounts are marked as Roth using the Roth Account box on the Deposits > Account Information > Additional Fields screen > Retirement Fields tab.

For Form 5498, this is the SEP checkbox in Box 7.

IRSDAM

State Distrib Amount

This is the state distribution amount if this is a deposit year-end form for a retirement account that included state distribution amounts. See the IRS Deposit Forms in the IRS GOLD User's Guide for more information.

For Form 1099-MISC, this is Box 18, State Income.

For Form 1099-R, this is Box 14, State distribution.

IRSEPP

Sepp Account

For Form 5498, this is the SEP checkbox in Box 7.

IRSHRT

Short-term gain or loss

For Form 1099-B, this is Box 2, Short-term gain or loss.

IRSIMP

Simple Retirement

For Form 5498, this is the SEP checkbox in Box 7.

IRSPCD

Special Data

For Form 1098, this is Box 10, Other.

For Form 1099-INT, this is Box 16, State Identification no.

For Form 5498, this is Box 13c, Code.

IRSS#

Seller Servicer Nmbr

For Form 1099-INT, this is the Payer's RTN.

For Form 1099-MISC, this is Box 17, State/Payer's state no.

For Form 1099-R, this is Box 13, State/Payer's state no.

For Form 1099-A and 1099-C, the user must first enter a Seller/Servicer Code before they can enter the Seller Number, as shown below:

IRSSYS

Source Systems

This field only appears on Form 1099-MISC. It establishes where this 1099-MISC form origination: Accounts Payable or Loans. For more information on the Accounts Payable 1099-MISC forms, see Appendix D.1, 1099-MISC Processing in the Account Payable manual.

IRSTA1

1st Status Flag

IRSTA2

2nd Status Flag

IRSTA3

3rd Status Flag

IRSTA4

4th Status Flag

IRSTAB

State Abbreviation

GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

IRSTWH

State Withhold Amt

For Form 1099-INT, this is Box 17, State tax withheld.

For Form 1099-MISC, this is Box 16, State tax withheld.

For Form 1099-R, this is Box 12, State tax withheld.

IRTCOR

Correction Type

You can restrict users from designating the type of correction for a form: either G (Error Type 1) or C (Error Type 2). See the Corrections field description on the IRS GOLD Overview topic.

IRTDSB

Total Distribution

For Form 1099-R, it's the Total Distribution in Box 2b.

IRTND

Tax Not Determined

For Form 1099-R, this is Box 2b, Taxable amount not determined.

IRYEAR

Year Ccyy

This is the year of the IRS form record. If this is restricted, the user cannot choose a different year to view, create, delete, or change IRS forms from previous years.

IRYR01

Misc Year Ccyy

For Form 5498, it's Box 13b, Year

IRYR1

Reporting Year Yy

This is the reporting year of the IRS form. If this is restricted, the user cannot choose a different year to view, create, delete, or change IRS forms from previous years.