1099-MISC

Calendar Year 2007

Revised 26 November 2007

 

 

Pos   Data Description        Type  Len   Dec   Example                       D / S

 

1     Form Year               A     4     0     2007                          Static

2     Form Type               A     8     0     1099MISC                      Static

3     Federal EIN             A     10    0     23-1352685                    Static

4     SSN / TIN               A     9     0     123456789                     Data

5     TIN                     I     1     0     0 if SSN/TIN is SS#           Data

                                                1 if SSN/TIN is TIN

6     N/A                     A     25    0                                   Static

7     N/A                     A     1     0     NULL                          Static

8     Host Organization       A     18    0     (we leave this blank)         Static

                                                Null defaults to Federal EIN

9     Payer's Name            A     50    0     Trustees of The               Static

University of Pennsylvania

10    Payer's Address         A     40    0     3451 Walnut Street  Room 440 Static

11    Payer’s Location Address                  (we leave this blank

                              A     40    0                                   Static

12    Payer's City            A     40    0     Philadelphia                  Static

13    Payer's State           A     2     0     PA                            Static

14    Payer's Zip             A     10    0     19104-6284                    Static

15    Transfer Agent EIN      A     10    0     (we leave this blank)         Static

16    Transfer Agent Name or  A     50    0     (we leave this blank)         Static

      Second Payer Name Line

17    Recipient's First Name  A     40    0     Paul                          Data

18    Recipient's Middle Initial                                              Data

                              A     1     0     P

19    Recipient's Last Name   A     35    0     Dziomba                       Data

20    N/A                     A     1     0     NULL                          Static

21    Recipient's Address     A     40    0     3451 Walnut Street            Data

22    Recipient's Location Address

                              A     40    0     NULL                          Data

                                                This is NOT a Second Address Line

23    Recipient's City or foreign

      city / town / locality  A     40    0     Philadelphia                  Data

24    Recipient's State (US)  A     2     0     PA                            Data

25    Recipient's Zip or Postal Code

                              A     10    0     19104-6284                    Data

26    Recipient’s Foreign Country

                              A     40    0     Canada                        Data

27    Recipient’s Foreign Country Code

                              A     2     0     CA                            Data

28    Recipient’s Foreign Address Indicator

                              I     1     0     0                             Data

29    State 1                 A     2     0     PA                            Static

30    Payer's State 1 EIN     A     17    0     23-1352685                    Static

31    State 2                 A     2     0     PA                            Static

32    Payer's State 2 EIN     A     17    0     23-1352685                    Static

33    User Field 1            A     30    0     (we leave this blank)         Static

34    User Field 2            A     30    0     (we leave this blank)         Static

35    User Field 3            A     30    0     (we leave this blank)         Static

36    Payer’s Company Code    A     30    0     HUP / BEN Financials / Combined

                                                                              Data

 

37    Applied for SSN Indicator

I     1     0     0                             Data

38    Rents                   D     11    2     123.45                        Data Box 1

39    Royalties               D     11    2     123.45                        Data Box 2

40    Other Income            D     11    2     123.45                        Data Box 3

41    Federal Tax Withheld    D     11    2     123.45                        Data Box 4

42    Fishing Boat Proceeds   D     11    2     123.45                        Data Box 5

43    Medical and Health Care Payments                                        Data Box 6

                              D     11    2     123.45

44    Nonemployee Compensation                                                Data Box 7

                              D     11    2     123.45

45    Substitute payments in lieu of interest or dividends                    Data Box 8

                              D     11    2     123.45

46    Payer made direct sales to Recipient for resale                         Data Box 9

                              I     1     0     0

47    Crop Insurance Proceeds D     11    2     123.45                        Data Box 10

48    State 1 Tax Withheld    D     11    2     123.45                        Data

49    Account Number          A     23    0     71077345                      Data

50    2nd Tin Not.            I     1     0     0 or 1                        Data

51    Golden Parachute Payments                                               Data Box 13

                              D     11    2     123.45

52    Payer's Phone #         A     15    0     2158982626                    Static

53    N/A                     N/A   N/A   NULL                                Static

54    N/A                     N/A   N/A   NULL                                Static

55    Gross Proceeds Paid to an attorney                                      Data Box 14

      D     11    2     123.45

56    Section 409A Deferrals  D     11    2     123.45                        Data

57    Section 409A Income     D     11    2     123.45                        Data

58    State 2 Tax Withheld    D     11    2     123.45                        Data

59    State 1 Gross Income    D     11    2     123.45                        Data

60    State 2 Gross Income    D     11    2     123.45                        Data

 

Italicized items have been modified in 2007

Revised 26 November 2007

 

 

1.             Each SSN / TIN should have one (1) and only one (1) record in the file.  Duplicate records must be combined into a single record.

 

2.             Each SSN / TIN must be nine (9) digits in length.

 

3.             Each Zip Code must be either five (5) digits or Five (5) digits followed by a dash (-) followed by four (4) digits.

 

4.             Each record must have at least one (1) dollar value (greater than zero) in one of the value fields.

 

5.             Fields with zero dollar values should be left blank and not filled with zeroes.

 

6.             All attorney fees have to be reported regardless of incorporation.  The only differentiation is between consulting services (Box 7) and Gross proceeds (Box 14).

 

7.             The only companies we should report on are Medical and Health Care payments which should be placed in box 6.

 

8.             No data is required for column33, but its position must exist in each record.

 

9.             Beginning in 2005, all data files must be brought to the Associate Comptroller prior to the due date.  Rewritable media will be returned if requested once the files have been processed and deleted.  Non-rewritable media will be destroyed once the file(s) have been processed.