IR1RTH

Date 1st Roth Contribution or Date Sold

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.

8 numeric characters

IR2TIN

2nd Tin Notice

Checkbox (N=No, Y=Yes)

IRAADT

Acquired Abandoned Date

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.

8 numeric characters

IRACTA

Account Number

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

10 numeric characters

IRACTO

Office Number

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

4 numeric characters

IRADR2

Payee 2nd Address

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

40 alphanumeric characters

IRAMSA

Amsa Indicator

This is a yes/no field. If this account is an Archer Medical Savings Account, this field will display "Y" (yes). AMSA accounts are no longer offered. As of December 31, 2007, AMSA are no longer available. AMSA accounts must be converted to an HSA.

You can also mark the account as Archer MSA directly on Form 1099-SA in Box 5 and on Form 5498-SA in Box 6.

Checkbox (N=No, Y=Yes)

IRBPLR

Borrower Liable

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

If that box is checked, this field will display "Y."

Checkbox (N=No, Y=Yes)

IRBSIS

Basis reported to IRA

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

Checkbox (N=No, Y=Yes)

IRCD01

Misc Code

2 numeric characters

IRCD02

Misc Code 2

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

2 numeric characters

IRCD03

Misc Code 3

2 numeric characters

IRCKDG

Check Digit

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

2 numeric characters

IRCL01

Identifiable Event Code

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

The Identifiable even code is pulled from the Loans > IRS Form 1099-C screen.

1 alphabetic character

IRCORR

Correction

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

Checkbox (N=No, Y=Yes)

IRCSSN

Social Security Number

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

10 numeric characters

IRCUSP

CUSIP Number

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

13 alphanumeric characters

IRDDIB

Debt Discharged

Checkbox (N=No, Y=Yes)

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.

2 numeric characters

IRDTLU

Date Last Updated

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

8 numeric characters

IRDTPT

Date Posted

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

8 numeric characters

IRDTYP

Data Type

This reflects whether the IRS form is for a Social Security number (S) or Employer Identification number (E). Pulled from GOLD Services > IRS GOLD > Forms. See IRS GOLD Overview > Common Fields in IRS GOLD User's Guide.

1 alphabetic character: "E" for Employee Identification number or "S" for Social Security number

IREDUC

Education IRA

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

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

Checkbox (N=No, Y=Yes)

IREINB

Employer Id Number

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

10 numeric characters

IREMPX

Employee Number

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

10 numeric characters

IRFMT#

Format Number

This number corresponds to the IRS form number, as follows:

01 = 1099-INT

02 = No longer used (previously 1099-OID)

03 = 1099-DIV

04 = 1099-MISC

05 = 1099-R

06 = 5498

07 = 1098

08 = 1099-A

09 = 1099-S

10 = 1099-C

11 = 1042-S

12 = 1098-E

13 = 1099-SA

14 = 5498-SA

15 = 1099-Q

16 = 5498-ESA

2 numeric characters

IRFRGN

Foreign Address

This is a yes/no field. If the address listed on the account when the form is created is foreign, this field will display "Y" (yes). Foreign addresses are indicated on the Addresses tab on the Customer Relationship > Households screen. If the Address Type is 1, 2, or 3, this indicates that the address is foreign.

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

Checkbox (N=No, Y=Yes)

IRGROS

Gross Proceeds

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

IRHSAI

HSA Indicator

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

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

Checkbox (N=No, Y=Yes)

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):

15 numeric characters

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.

Checkbox (N=No, Y=Yes)

IRLIAB

Liable

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

Checkbox (N=No, Y=Yes)

IRLONG

Long-term gain or loss

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

Checkbox (N=No, Y=Yes)

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 also mark the account as MA MSA directly on Form 1099-SA in Box 5 and on Form 5498-SA in Box 6.

Checkbox (N=No, Y=Yes)

IRMODT

Mortgage Origination Date

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

8 numeric characters

IRNCOV

Noncovered security

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

Checkbox (N=No, Y=Yes)

IRNET

Net proceeds

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

Checkbox (N=No, Y=Yes)

IRNOMP

Number of Mortgage Properties

For Form 1098, this is the number of mortgage properties tied to this person. Mortgage properties are designated on the Loans > Collateral Detail screen using the Collateral Type of "5 - Real Estate Property." This field is the total of all real-estate property set up as collateral.

Up to 4 numeric characters

IRNTSN

IRCSSN Is Not An Ssn

If the field next to the identification number is set to "2" (Employee Identification Number), this field will display "Y." See below:

Checkbox (N=No, Y=Yes)

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.

If the box in this field on the form is checked, this field in reports will display "Y."

Checkbox (N=No, Y=Yes)

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.)

Checkbox (N=No, Y=Yes)

IRPADR

Payee Address

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

40 alphanumeric characters

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.

11 numeric characters

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.

11 numeric characters

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).

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

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.

11 numeric characters

IRPASM

Prop Addr Same As Mail Addr

For Form 1098, this is Box 7.

Checkbox (N=No, Y=Yes)

IRPAYE

Payee Name

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

40 alphabetic characters

IRPCTY

Payee City

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

29 alphabetic characters

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).

Checkbox (N=No, Y=Yes)

IRPOTD

Nbr Of Total Dist

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

3 numeric characters

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.

40 alphanumeric characters

IRPRP1

Property Address Line One

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

39 alphanumeric characters

IRPRP2

Property Address Line Two

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

39 alphanumeric characters

IRPYE2

Payee 2 Name

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

40 alphabetic characters

IRPZIP

Payee Zip

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

5 numeric characters

IRPZP4

Payee Plus 4 Zip

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

4 numeric characters

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.

Checkbox (N=No, Y=Yes)

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.

Checkbox (N=No, Y=Yes)

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.

Checkbox (N=No, Y=Yes)

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.

Checkbox (0=No, 1=Yes)

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.

11 numeric characters

IRSEPP

Sepp Account

This is a yes/no field. If this is an SEP retirement account, this field will display "Y."

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

Checkbox (N=No, Y=Yes)

IRSEQU

Sequence Counter

If more than one of the same type of IRS form exists under the same Social Security number, this Sequence Counter field will help identify which one was created first. If this field is blank, it's the first sequence of that form. If the number is "1," it's the second instance of that form; "2," third; "3," fourth; and so on.

3 numeric characters

IRSHRT

Short-term gain or loss

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

Checkbox (0=No, 1=Yes)

IRSIMP

Simple Retirement

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

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

Checkbox (0=No, 1=Yes)

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.

60 alphanumeric characters

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:

15 numeric characters

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.

1 numeric character

IRSTA1

1st Status Flag

3 numeric characters

IRSTAT2

2nd Status Flag

3 numeric characters

IRSTAT3

3rd Status Flag

3 numeric characters

IRSTAT4

4th Status Flag

3 numeric characters

IRSTAB

State Abbreviation

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

2 alphabetic characters

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.

11 numeric characters

IRTCOR

Correction Type

If this form has been corrected, this is the type of correction: either G (Error Type 1) or C (Error Type 2). See the Corrections field description on the IRS GOLD Overview topic.

1 alphabetic character: G (error type 1) or C (error type 2)

IRTDSB

Total Distribution

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

Checkbox (0=No, 1=Yes)

IRTND

Tax Not Determined

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

Checkbox (0=No, 1=Yes)

IRYEAR

Year Ccyy

This is the year of the IRS form record.

4 numeric characters

IRYR01

Misc Year Ccyy

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

4 numeric characters

IRYR1

Reporting Year Yy

This is the reporting year of the IRS form.

2 numeric characters