Form 1042-S, Foreign Person’s U.S. Income Instructions
This form contains 248 fields organized into 27 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Information | ||
| topmostSubform[0].CopyA[0].RightCol[0].f1_55[0 | Text |
Enter any additional information if needed.
|
| topmostSubform[0].CopyD[0].LeftCol[0].f1_15[0 | Text |
Enter the relevant information as required. Refer to the form instructions for details.
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| topmostSubform[0].CopyD[0].LeftCol[0].f1_16[0 | Text |
Enter the relevant information as required. Refer to the form instructions for details. Maximum length is 49 characters.
|
| code | Text |
Enter the relevant code as required. Refer to the form instructions for details.
|
| topmostSubform[0].CopyD[0].LeftCol[0].f1_23[0 | Text |
Enter the relevant information as required. Refer to the form instructions for details. Maximum length is 19 characters.
|
| Checkbox | ||
| topmostSubform[0].CopyD[0].RightCol[0].c1_4[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions to determine if this checkbox applies to your situation.
|
| Checkboxes | ||
| topmostSubform[0].CopyA[0].LeftCol[0].c1_2[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions.
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| topmostSubform[0].CopyA[0].LeftCol[0].c1_3[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions.
|
| topmostSubform[0].CopyD[0].LeftCol[0].c1_2[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions.
|
| topmostSubform[0].CopyD[0].LeftCol[0].c1_3[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions.
|
| Entity Information | ||
| 15a Intermediary or flow-through entity's EIN, if any | Text |
Enter the Employer Identification Number (EIN) of the intermediary or flow-through entity, if applicable. This is a 10-digit number.
|
| 15b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the intermediary or flow-through entity.
|
| 15c Ch. 4 status code | Text |
Enter the Chapter 4 status code of the intermediary or flow-through entity.
|
| 15f Country code | Text |
Enter the country code of the intermediary or flow-through entity.
|
| 15g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the intermediary or flow-through entity, if applicable.
|
| 15h Address (number and street) | Text |
Enter the address (number and street) of the intermediary or flow-through entity.
|
| postal code | Text |
Enter the postal code of the intermediary or flow-through entity. This field has a maximum length of 19 characters.
|
| 16d Ch. 3 status code | Text |
Enter the Chapter 3 status code of the intermediary or flow-through entity.
|
| Exemption Details | ||
| 0 | Text |
Enter the appropriate code for the type of exemption claimed. This should be a single-digit code.
|
| 3a Exemption code | Text |
Enter the exemption code that applies to the income being reported. This should be a two-digit code.
|
| topmostSubform[0].CopyD[0].LeftCol[0].Lines3_b[0].f1_07[0 | Text |
Enter the appropriate code for the type of exemption claimed. This should be a two-digit code.
|
| topmostSubform[0].CopyD[0].LeftCol[0].Lines3_b[0].f1_08[0 | Text |
Enter the appropriate code for the type of exemption claimed. This should be a two-digit code.
|
| topmostSubform[0].CopyD[0].LeftCol[0].f1_09[0 | Text |
Enter the appropriate code for the type of exemption claimed. This should be a two-digit code.
|
| topmostSubform[0].CopyD[0].LeftCol[0].f1_10[0 | Text |
Enter the appropriate code for the type of exemption claimed. This should be a two-digit code.
|
| topmostSubform[0].CopyD[0].LeftCol[0].f1_11[0 | Text |
Enter the appropriate code for the type of exemption claimed. This should be a two-digit code.
|
| Form Identification | ||
| topmostSubform[0].CopyB[0].PgHeader[0].f1_01[0 | Text |
Enter the form identifier or any specific code related to this form. This should be up to 10 characters long.
|
| topmostSubform[0].CopyB[0].PgHeader[0].c1_1[0]_1 | CheckBox |
Check this box if applicable.
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| topmostSubform[0].CopyB[0].PgHeader[0].f1_02[0 | Text |
Enter the specific code related to this form. This should be up to 2 characters long.
|
| Form Information | ||
| topmostSubform[0].CopyA[0].PgHeader[0].c1_1[0]_1 | CheckBox |
Check this box if this is an amended Form 1042-S.
|
| AMENDED | Text |
Indicate if this form is an amended return by entering 'X' if applicable.
|
| topmostSubform[0].CopyD[0].PgHeader[0].c1_1[0]_1 | CheckBox |
Check this box if the form is a corrected Form 1042-S.
|
| topmostSubform[0].CopyD[0].PgHeader[0].f1_02[0 | Text |
Enter the year for which the income is being reported. This should be a two-digit year (e.g., '21' for 2021).
|
| General Information | ||
| topmostSubform[0].CopyB[0].LeftCol[0].f1_16[0 | Text |
Provide the relevant information for this field as per the form instructions.
|
| topmostSubform[0].CopyB[0].LeftCol[0].f1_23[0 | Text |
Provide the relevant information for this field as per the form instructions. Maximum length is 19 characters.
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| topmostSubform[0].CopyB[0].LeftCol[0].f1_28[0 | Text |
Provide the relevant information for this field as per the form instructions.
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| topmostSubform[0].CopyB[0].RightCol[0].c1_4[0]_1 | CheckBox |
Check this box if the condition specified in the form applies.
|
| topmostSubform[0].CopyB[0].RightCol[0].f1_45[0 | Text |
Enter the relevant information as required by the form.
|
| topmostSubform[0].CopyB[0].RightCol[0].f1_46[0 | Text |
Enter the relevant information as required by the form. This field has a maximum length of 19 characters.
|
| topmostSubform[0].CopyB[0].RightCol[0].f1_50[0 | Text |
Enter the relevant information as required by the form.
|
| 16b | Text |
Enter the relevant information as required by the form.
|
| 16b e5bb | Text |
Enter the relevant information as required by the form. This field has a maximum length of 11 characters.
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| topmostSubform[0].CopyC[0].PgHeader[0].f1_01[0 | Text |
Enter the relevant information for this field. The maximum length is 10 characters.
|
| topmostSubform[0].CopyC[0].PgHeader[0].c1_1[0]_1 | CheckBox |
Check this box if applicable.
|
| topmostSubform[0].CopyC[0].PgHeader[0].f1_02[0 | Text |
Enter the relevant information for this field. The maximum length is 2 characters.
|
| topmostSubform[0].CopyC[0].LeftCol[0].Lines3_b[0].f1_07[0 | Text |
Enter the relevant information for this field. The maximum length is 2 characters.
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| topmostSubform[0].CopyC[0].LeftCol[0].Lines3_b[0].f1_08[0 | Text |
Enter the relevant information for this field. The maximum length is 2 characters.
|
| topmostSubform[0].CopyC[0].RightCol[0].f1_46[0 | Text |
This field is for entering specific information related to the form. Please refer to the form instructions for details on what to enter here.
|
| topmostSubform[0].CopyC[0].RightCol[0].f1_50[0 | Text |
This field is for entering specific information related to the form. Please refer to the form instructions for details on what to enter here.
|
| 16b | Text |
This field is for entering specific information related to the form. Please refer to the form instructions for details on what to enter here.
|
| 16b 0055 | Text |
This field is for entering specific information related to the form. Please refer to the form instructions for details on what to enter here.
|
| topmostSubform[0].CopyD[0].PgHeader[0].f1_01[0 | Text |
This field is for entering specific information related to the form. Please refer to the form instructions for details on what to enter here.
|
| Income and Tax Details | ||
| topmostSubform[0].CopyD[0].RightCol[0].f1_50[0 | Text |
Enter the relevant information for field 50. This field is likely related to income or tax details.
|
| 16b | Text |
Enter the relevant information for field 16b. This field is likely related to income or tax details.
|
| 16b c082 | Text |
Enter the relevant information for field 16b. This field is likely related to income or tax details. The maximum length for this field is 11 characters.
|
| Income and Withholding | ||
| 5 Withholding allowance | Text |
Enter the amount of withholding allowance claimed.
|
| 7a Federal tax withheld | Text |
Enter the amount of federal tax withheld.
|
| 8 Tax withheld by other agents | Text |
Enter the amount of tax withheld by other agents.
|
| 10 Total withholding credit (combine boxes 7a, 8, and 9) | Text |
Enter the total withholding credit by combining the amounts in boxes 7a, 8, and 9.
|
| 11 Tax paid by withholding agent (amounts not withheld) (see instructions) | Text |
Enter the amount of tax paid by the withholding agent that was not withheld. Refer to the form instructions for more details.
|
| Income Details | ||
| 2 Gross income | Text |
Enter the total gross income paid to the foreign person that is subject to U.S. withholding tax.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_09[0 | Text |
Enter the appropriate code for the type of income paid to the recipient. Refer to the IRS instructions for the correct code.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_10[0 | Text |
Enter the appropriate code for the type of income paid to the recipient. Refer to the IRS instructions for the correct code.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_11[0 | Text |
Enter the appropriate code for the type of income paid to the recipient. Refer to the IRS instructions for the correct code.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_13[0 | Text |
Enter the appropriate code for the type of income paid to the recipient. Refer to the IRS instructions for the correct code.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_15[0 | Text |
Enter the appropriate code for the type of income paid to the recipient. Refer to the IRS instructions for the correct code.
|
| 1 Income code | Text |
Enter the income code that corresponds to the type of income being reported. This should be a two-digit code.
|
| 2 Gross income | Text |
Enter the gross income amount paid to the recipient before any deductions or exemptions.
|
| 6 Net income | Text |
Enter the net income amount. This is the total income after deductions.
|
| Income Information | ||
| 1 Income code | Text |
Enter the income code that corresponds to the type of income being reported.
|
| 2 Gross income | Text |
Enter the gross income amount paid to the recipient.
|
| topmostSubform[0].CopyA[0].LeftCol[0].Lines3_b[0].f1_05[0 | Text |
Enter the appropriate code for the type of income.
|
| 3a Exemption code | Text |
Enter the exemption code for the income reported in box 1.
|
| topmostSubform[0].CopyA[0].LeftCol[0].Lines3_b[0].f1_07[0 | Text |
Enter the appropriate code for the type of income.
|
| topmostSubform[0].CopyA[0].LeftCol[0].Lines3_b[0].f1_08[0 | Text |
Enter the appropriate code for the type of income.
|
| 4a Exemption code | Text |
Enter the exemption code for the income reported in box 4.
|
| topmostSubform[0].CopyA[0].LeftCol[0].f1_10[0 | Text |
Enter the appropriate code for the type of income.
|
| topmostSubform[0].CopyA[0].LeftCol[0].f1_11[0 | Text |
Enter the appropriate code for the type of income.
|
| 1 Income code | Text |
Enter the income code. This should be up to 2 characters long.
|
| 1 Income code | Text |
Enter the income code that corresponds to the type of income being reported. The maximum length is 2 characters.
|
| 2 Gross income | Text |
Enter the total gross income amount paid to the recipient.
|
| 3 Chapter indicator. Enter “3” or “4 | Text |
Enter '3' or '4' to indicate the applicable chapter of the Internal Revenue Code.
|
| 3a Exemption code | Text |
Enter the exemption code that applies to the recipient. The maximum length is 2 characters.
|
| Intermediary Information | ||
| 15a Intermediary or flow-through entity's EIN, if any | Text |
Enter the EIN of the intermediary or flow-through entity, if any, which is a 10-digit number.
|
| 15b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the intermediary or flow-through entity.
|
| 15c Ch. 4 status code | Text |
Enter the Chapter 4 status code of the intermediary or flow-through entity.
|
| 15d Intermediary or flow-through entity's name | Text |
Enter the name of the intermediary or flow-through entity.
|
| 15f Country code | Text |
Enter the country code of the intermediary or flow-through entity.
|
| 15g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the intermediary or flow-through entity, if any.
|
| 15a Intermediary or flow-through entity's EIN, if any | Text |
Enter the Employer Identification Number (EIN) of the intermediary or flow-through entity, if available. This is a unique identifier assigned to the entity by the IRS.
|
| 15b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the intermediary or flow-through entity. This code indicates the entity's status under Chapter 3 of the Internal Revenue Code.
|
| 15c Ch. 4 status code | Text |
Enter the Chapter 4 status code of the intermediary or flow-through entity. This code indicates the entity's status under Chapter 4 of the Internal Revenue Code.
|
| 15d Intermediary or flow-through entity's name | Text |
Enter the name of the intermediary or flow-through entity. This is the legal name of the entity.
|
| 15a Intermediary or flow-through entity's EIN, if any | Text |
Enter the EIN (Employer Identification Number) of the intermediary or flow-through entity, if any.
|
| 15b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the intermediary or flow-through entity.
|
| 15c Ch. 4 status code | Text |
Enter the Chapter 4 status code of the intermediary or flow-through entity.
|
| 15d Intermediary or flow-through entity's name | Text |
Enter the name of the intermediary or flow-through entity.
|
| 15f Country code | Text |
Enter the country code of the intermediary or flow-through entity.
|
| 15g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the intermediary or flow-through entity, if any.
|
| 15h Address (number and street) | Text |
Enter the address (number and street) of the intermediary or flow-through entity.
|
| Miscellaneous | ||
| topmostSubform[0].CopyA[0].LeftCol[0].f1_13[0 | Text |
This field appears to be a placeholder or an unnamed field. Please refer to the form instructions for more details.
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| topmostSubform[0].CopyA[0].LeftCol[0].f1_16[0 | Text |
This field appears to be a placeholder or an unnamed field. Please refer to the form instructions for more details.
|
| code | Text |
Enter the relevant code as specified in the form instructions.
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| topmostSubform[0].CopyA[0].RightCol[0].f1_39[0 | Text |
This field appears to be a text field with a maximum length of 8 characters. Please refer to the form instructions for specific details.
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| topmostSubform[0].CopyA[0].RightCol[0].f1_40[0 | Text |
This field appears to be a text field. Please refer to the form instructions for specific details.
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| topmostSubform[0].CopyA[0].RightCol[0].c1_4[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific details.
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| topmostSubform[0].CopyA[0].RightCol[0].f1_46[0 | Text |
This field appears to be a text field with a maximum length of 19 characters. Please refer to the form instructions for specific details.
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| topmostSubform[0].CopyB[0].RightCol[0].f1_32[0 | Text |
This field appears to be a placeholder or an unidentified field. Please refer to the form instructions for more details.
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| topmostSubform[0].CopyB[0].RightCol[0].f1_39[0 | Text |
This field appears to be a placeholder or an unidentified field. Please refer to the form instructions for more details.
|
| topmostSubform[0].CopyB[0].RightCol[0].f1_40[0 | Text |
This field appears to be a placeholder or an unidentified field. Please refer to the form instructions for more details.
|
| topmostSubform[0].CopyC[0].RightCol[0].f1_39[0 | Text |
This field appears to be a text field with a maximum length of 8 characters. Please refer to the form instructions for specific details on what to enter here.
|
| topmostSubform[0].CopyC[0].RightCol[0].f1_40[0 | Text |
This field appears to be a text field. Please refer to the form instructions for specific details on what to enter here.
|
| topmostSubform[0].CopyC[0].RightCol[0].c1_4[0]_1 | CheckBox |
Check this box if applicable. Please refer to the form instructions for specific details on when to check this box.
|
| topmostSubform[0].CopyD[0].LeftCol[0].f1_28[0 | Text |
This field appears to be a duplicate or incorrectly named. Please verify its purpose.
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| topmostSubform[0].CopyD[0].RightCol[0].f1_32[0 | Text |
This field appears to be a duplicate or incorrectly named. Please verify its purpose.
|
| Payer Information | ||
| 16a Payer's name | Text |
Enter the name of the payer.
|
| 16b Payer's TIN | Text |
Enter the Taxpayer Identification Number (TIN) of the payer. This should be up to 11 characters long.
|
| 16d Ch. 3 status code | Text |
Enter the Chapter 3 status code of the payer.
|
| Recipient and Withholding Agent Details | ||
| postal code | Text |
Enter the postal code of the recipient or the withholding agent. The maximum length for this field is 19 characters.
|
| Recipient Details | ||
| topmostSubform[0].CopyC[0].LeftCol[0].c1_2[0]_1 | CheckBox |
Check this box if the recipient is a U.S. person.
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| topmostSubform[0].CopyC[0].LeftCol[0].c1_3[0]_1 | CheckBox |
Check this box if the recipient is a foreign person.
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| Recipient Information | ||
| topmostSubform[0].CopyA[0].LeftCol[0].f1_23[0 | Text |
Enter the name of the recipient of the income.
|
| 12f Country code | Text |
Enter the country code of the recipient's country.
|
| 12g Foreign tax identification number, if any | Text |
Enter the recipient's foreign tax identification number, if available.
|
| 12h Address (number and street) | Text |
Enter the recipient's address, including the number and street.
|
| 12i City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the recipient's city or town, state or province, country, and ZIP or foreign postal code.
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| 13b Recipient's country code | Text |
Enter the country code of the recipient's country.
|
| 13c Address (number and street) | Text |
Enter the recipient's address, including the number and street.
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| 13d City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the recipient's city or town, state or province, country, and ZIP or foreign postal code.
|
| 13h Recipient's GIIN | Text |
Enter the recipient's Global Intermediary Identification Number (GIIN).
|
| 13i Recipient's foreign tax identification number, if any | Text |
Enter the recipient's foreign tax identification number, if available.
|
| 13j LOB code | Text |
Enter the Line of Business (LOB) code, which is a 2-digit code representing the type of business activity.
|
| 13k Recipient's account number | Text |
Enter the recipient's account number, which can be up to 28 characters long.
|
| 15h Address (number and street) | Text |
Enter the address (number and street) of the recipient.
|
| topmostSubform[0].CopyA[0].RightCol[0].f1_50[0 | Text |
Enter the additional address information if needed.
|
| postal code | Text |
Enter the postal code of the recipient's address. This should be up to 19 characters long.
|
| 13b Recipient's country code | Text |
Enter the country code of the recipient. This is a two-letter code representing the recipient's country.
|
| 13c Address (number and street) | Text |
Enter the recipient's address, including the number and street.
|
| 13d City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the recipient's city or town, state or province, country, and ZIP or foreign postal code.
|
| 13f Ch. 3 status code | Text |
Enter the Chapter 3 status code of the recipient. This code indicates the recipient's status under Chapter 3 of the Internal Revenue Code.
|
| 13g Ch. 4 status code | Text |
Enter the Chapter 4 status code of the recipient. This code indicates the recipient's status under Chapter 4 of the Internal Revenue Code.
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| 13h Recipient's GIIN | Text |
Enter the recipient's Global Intermediary Identification Number (GIIN), if applicable. This is a 19-character identification number assigned to financial institutions.
|
| 13i Recipient's foreign tax identification number, if any | Text |
Enter the recipient's foreign tax identification number, if any. This is the tax identification number assigned to the recipient by their country of residence.
|
| 13j LOB code | Text |
Enter the Limitation on Benefits (LOB) code, if applicable. This is a two-character code that indicates the recipient's eligibility for treaty benefits.
|
| 13k Recipient's account number | Text |
Enter the recipient's account number. This is a unique identifier for the recipient's account, up to 28 characters long.
|
| 16e Ch. 4 status code | Text |
Enter the Chapter 4 status code for the recipient. This code indicates the recipient's status under Chapter 4 of the Internal Revenue Code.
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| 13b Recipient's country code | Text |
Enter the country code of the recipient.
|
| 13c Address (number and street) | Text |
Enter the address (number and street) of the recipient.
|
| 13d City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the recipient.
|
| topmostSubform[0].CopyC[0].RightCol[0].f1_32[0 | Text |
Enter the relevant information as required.
|
| 13f Ch. 3 status code | Text |
Enter the Chapter 3 status code of the recipient. This code indicates the recipient's status under Chapter 3 of the Internal Revenue Code.
|
| 13g Ch. 4 status code | Text |
Enter the Chapter 4 status code of the recipient. This code indicates the recipient's status under Chapter 4 of the Internal Revenue Code.
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| 13h Recipient's GIIN | Text |
Enter the recipient's Global Intermediary Identification Number (GIIN). This is a unique identifier assigned to financial institutions and other entities for FATCA reporting.
|
| 13i Recipient's foreign tax identification number, if any | Text |
Enter the recipient's foreign tax identification number, if available. This is the tax identification number issued by the recipient's country of residence.
|
| 13j LOB code | Text |
Enter the Limitation on Benefits (LOB) code. This code is used to determine eligibility for treaty benefits.
|
| 13k Recipient's account number | Text |
Enter the recipient's account number. This is the account number assigned by the withholding agent to the recipient.
|
| 15f Country code | Text |
Enter the country code of the recipient's country of residence.
|
| 15g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the recipient, if available.
|
| 15h Address (number and street) | Text |
Enter the recipient's address, including the number and street.
|
| postal code | Text |
Enter the postal code of the recipient's address.
|
| 12f Country code | Text |
Enter the country code of the foreign person receiving the income.
|
| 12g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the recipient, if available.
|
| 12h Address (number and street) | Text |
Enter the address (number and street) of the recipient.
|
| 12i City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the recipient.
|
| 13b Recipient's country code | Text |
Enter the country code of the recipient.
|
| 13c Address (number and street) | Text |
Enter the address (number and street) of the recipient.
|
| 13d City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the recipient.
|
| 13k Recipient's account number | Text |
Enter the recipient's account number. This is typically a unique identifier assigned by the withholding agent.
|
| State Tax Details | ||
| 17a State income tax withheld | Text |
Enter the amount of state income tax withheld. This is the tax withheld by the state from the income.
|
| 17b Payer's state tax no | Text |
Enter the payer's state tax number. This is the identification number assigned by the state for tax purposes.
|
| 17c Name of state | Text |
Enter the name of the state where the tax was withheld.
|
| State Tax Information | ||
| 17a State income tax withheld | Text |
Enter the amount of state income tax withheld.
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| 17b Payer's state tax no | Text |
Enter the payer's state tax number.
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| 17c Name of state | Text |
Enter the name of the state where the tax was withheld.
|
| 17a State income tax withheld | Text |
Enter the amount of state income tax that has been withheld from the recipient's income.
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| 17b Payer's state tax no | Text |
Enter the payer's state tax identification number.
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| 17c Name of state | Text |
Enter the name of the state where the income tax was withheld.
|
| Tax Information | ||
| 13f Ch. 3 status code | Text |
Enter the Chapter 3 status code of the recipient.
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| 13g Ch. 4 status code | Text |
Enter the Chapter 4 status code of the recipient.
|
| 8 Tax withheld by other agents | Text |
Enter the amount of tax withheld by other agents.
|
| 10 Total withholding credit (combine boxes 7a, 8, and 9) | Text |
Enter the total withholding credit by combining the amounts from boxes 7a, 8, and 9.
|
| 11 Tax paid by withholding agent (amounts not withheld) (see instructions) | Text |
Enter the amount of tax paid by the withholding agent that was not withheld. Refer to the form instructions for more details.
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| 16d Ch. 3 status code | Text |
Enter the Chapter 3 status code of the recipient.
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| 16e Ch. 4 status code | Text |
Enter the Chapter 4 status code of the recipient.
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| 17a State income tax withheld | Text |
Enter the amount of state income tax withheld.
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| 17b Payer's state tax no | Text |
Enter the payer's state tax number.
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| 17c Name of state | Text |
Enter the name of the state where the tax was withheld.
|
| 13f Ch. 3 status code | Text |
Enter the Chapter 3 status code of the recipient.
|
| 13g Ch. 4 status code | Text |
Enter the Chapter 4 status code of the recipient.
|
| 13h Recipient's GIIN | Text |
Enter the Global Intermediary Identification Number (GIIN) of the recipient, if available.
|
| 13i Recipient's foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the recipient, if available.
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| 13j LOB code | Text |
Enter the Limitation on Benefits (LOB) code of the recipient.
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| Tax Status Codes | ||
| 16d Ch. 3 status code | Text |
Enter the Chapter 3 status code for field 16d. This code indicates the tax status under Chapter 3 regulations.
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| 16e Ch. 4 status code | Text |
Enter the Chapter 4 status code for field 16e. This code indicates the tax status under Chapter 4 regulations.
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| Tax Withheld | ||
| 7a Federal tax withheld | Text |
Enter the amount of federal tax that has been withheld.
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| 10 Total withholding credit (combine boxes 7a, 8, and 9) | Text |
Enter the total withholding credit by combining the amounts from boxes 7a, 8, and 9.
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| 11 Tax paid by withholding agent (amounts not withheld) (see instructions) | Text |
Enter the amount of tax paid by the withholding agent that was not withheld. Refer to the form instructions for more details.
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| Uncategorized | ||
| topmostSubform[0].CopyD[0].RightCol[0].f1_39[0 | Text |
This field appears to be a text field with a maximum length of 8 characters. Please refer to the form instructions for the specific information required.
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| topmostSubform[0].CopyD[0].RightCol[0].f1_40[0 | Text |
This field appears to be a text field. Please refer to the form instructions for the specific information required.
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| topmostSubform[0].CopyD[0].RightCol[0].f1_41[0 | Text |
This field appears to be a text field with a maximum length of 10 characters. Please refer to the form instructions for the specific information required.
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| topmostSubform[0].CopyD[0].RightCol[0].f1_46[0 | Text |
This field appears to be a text field with a maximum length of 19 characters. Please refer to the form instructions for the specific information required.
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| Withholding Agent Details | ||
| 12a Withholding agent's EIN | Text |
Enter the Employer Identification Number (EIN) of the withholding agent. Maximum length is 10 characters.
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| 12b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the withholding agent.
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| 12d Withholding agent's name | Text |
Enter the name of the withholding agent.
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| Withholding Agent Information | ||
| topmostSubform[0].CopyA[0].PgHeader[0].f1_01[0 | Text |
Enter the name of the withholding agent or payer.
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| 12a Withholding agent's EIN | Text |
Enter the Employer Identification Number (EIN) of the withholding agent.
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| 12b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the withholding agent.
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| 12d Withholding agent's name | Text |
Enter the name of the withholding agent.
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| topmostSubform[0].CopyA[0].LeftCol[0].f1_28[0 | Text |
Enter the name of the withholding agent.
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| topmostSubform[0].CopyA[0].RightCol[0].f1_32[0 | Text |
Enter the name of the withholding agent.
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| 14b Primary Withholding Agent's EIN | Text |
Enter the Primary Withholding Agent's Employer Identification Number (EIN), which is a 10-digit number.
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| 12a Withholding agent's EIN | Text |
Enter the Employer Identification Number (EIN) of the withholding agent. Maximum length is 10 characters.
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| 12b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the withholding agent.
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| code 12c Ch. 4 status code | Text |
Enter the Chapter 4 status code of the withholding agent.
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| 12d Withholding agent's name | Text |
Enter the name of the withholding agent.
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| 12f Country code | Text |
Enter the country code of the withholding agent.
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| 12g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the withholding agent, if any.
|
| 12h Address (number and street) | Text |
Enter the address of the withholding agent, including the number and street.
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| 12i City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the withholding agent.
|
| 14b Primary Withholding Agent's EIN | Text |
Enter the Employer Identification Number (EIN) of the primary withholding agent. This is a 10-character identification number assigned by the IRS.
|
| 12a Withholding agent's EIN | Text |
Enter the Employer Identification Number (EIN) of the withholding agent.
|
| 12b Ch. 3 status code | Text |
Enter the Chapter 3 status code of the withholding agent.
|
| code | Text |
Enter the relevant code as required.
|
| 12d Withholding agent's name | Text |
Enter the name of the withholding agent.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_23[0 | Text |
Enter the relevant information as required.
|
| 12f Country code | Text |
Enter the country code of the withholding agent.
|
| 12g Foreign tax identification number, if any | Text |
Enter the foreign tax identification number of the withholding agent, if any.
|
| 12h Address (number and street) | Text |
Enter the address (number and street) of the withholding agent.
|
| 12i City or town, state or province, country, ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the withholding agent.
|
| topmostSubform[0].CopyC[0].LeftCol[0].f1_28[0 | Text |
Enter the relevant information as required.
|
| 14b Primary Withholding Agent's EIN | Text |
Enter the Employer Identification Number (EIN) of the primary withholding agent. This is a unique identifier assigned to the withholding agent by the IRS.
|
| Withholding Details | ||
| 3 Chapter indicator. Enter “3” or “4 | Text |
Enter '3' if the income is subject to Chapter 3 withholding or '4' if it is subject to Chapter 4 withholding.
|
| 3a Exemption code | Text |
Enter the exemption code that applies to the income, if any.
|
| 3b Tax rate | Text |
Enter the tax rate that applies to the income.
|
| de | Text |
Enter the tax rate that applies to the income.
|
| 4a Exemption code | Text |
Enter the exemption code that applies to the income, if any.
|
| topmostSubform[0].CopyB[0].LeftCol[0].f1_10[0 | Text |
Enter the exemption code that applies to the income, if any.
|
| topmostSubform[0].CopyB[0].LeftCol[0].f1_11[0 | Text |
Enter the exemption code that applies to the income, if any.
|
| 5 Withholding allowance | Text |
Enter the amount of withholding allowance claimed by the recipient.
|
| topmostSubform[0].CopyB[0].LeftCol[0].f1_13[0 | Text |
Enter the amount of withholding allowance claimed by the recipient.
|
| 7a Federal tax withheld | Text |
Enter the total amount of federal tax withheld from the income.
|
| topmostSubform[0].CopyB[0].LeftCol[0].c1_2[0]_1 | CheckBox |
Check this box if the income is subject to backup withholding.
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| topmostSubform[0].CopyB[0].LeftCol[0].c1_3[0]_1 | CheckBox |
Check this box if the income is subject to backup withholding.
|
| 5 Withholding allowance | Text |
Enter the withholding allowance amount. This is the amount of income that is exempt from withholding.
|
| 7a Federal tax withheld | Text |
Enter the total amount of federal tax withheld from the income paid to the recipient.
|
| 9 Overwithheld tax repaid to recipient pursuant to adjustment procedures (see instructions) | Text |
Enter the amount of overwithheld tax that has been repaid to the recipient pursuant to adjustment procedures. Refer to the IRS instructions for more details.
|
| 10 Total withholding credit (combine boxes 7a, 8, and 9) | Text |
Enter the total withholding credit by combining the amounts in boxes 7a, 8, and 9.
|
| 11 Tax paid by withholding agent (amounts not withheld) (see instructions) | Text |
Enter the amount of tax paid by the withholding agent that was not withheld from the recipient's income. Refer to the IRS instructions for more details.
|
| 5 Withholding allowance | Text |
Enter the amount of withholding allowance claimed by the recipient.
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