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Modify tax forms using CSV

Use a CSV file to modify the tax forms for your connected accounts.

Stripe automatically generates tax forms for all connected accounts that have transactions in a given tax year. You can modify the values on a tax form by exporting the tax forms to a CSV file, making your changes, and then importing the tax forms in the Dashboard.

Export tax forms

You can export tax forms to verify data at scale against your internal systems or to prepare for a subsequent import. Whatever your rationale, you can export tax forms by clicking the Export button, then Export CSV. Choose the type of tax form to export, which also defines the CSV file that you download. This choice overrides any tax form type filter, if set. If you have multiple types of 1099 forms (e.g., 1099-K for some recipients and 1099-NEC for others), you must export them separately.

You can also choose whether or not to export the tax identification number (TIN). If you don’t include the TIN, the TIN column shows a masked value (e.g., *********). If you include the TIN, the value appears masked to the last 4 digits (e.g., *****1234). If you require the full TIN in the export, contact Stripe support to enable this feature.

The export considers any filters that you apply. You can see any applied filters by hovering over the information icon in the lower left corner of the export dialog.

After you initiate an export you can monitor it on the Exports & imports tab. An export expires 7 days after initiation.

Export tax forms to CSV file format

Import tax forms

Stripe provides values for payee data and form totals whenever possible. However, you may want to supply your own totals-for example if you provided reimbursements or otherwise altered the totals. Or you may want to import data to correct a filed tax form.

Importing tax forms allows you to override nearly all values that Stripe supplied on the initial tax form. When you import, your values are authoritative. If you need to return to the Stripe-supplied values, contact Stripe support.

You can import tax forms by clicking the Import button. Choose the type of tax form to import and specify whether you’re modifying unfiled forms or correcting filed forms.

You’re not required to supply a payee’s TIN on import. If you provide a 9-digit number for the TIN, it overrides the Stripe-supplied value. Any other value is ignored, retaining the Stripe-supplied value.

After you initiate an import you can monitor it on the Exports & imports tab.

Import CSV file with tax form updates

Override the tax form status

Stripe calculates a status for each tax form based on the type of form, year-to-date amount, and information completeness. You can override a tax form’s status by setting a value for the filing_requirement field on import. This field can have one of the following values:

  • NOT_REQUIRED – Don’t file the form, even if it meets the threshold and is complete.
  • REQUIRED – File the form, even if it doesn’t meet the threshold or is incomplete. Conceptually this is the combination of FILE_EVEN_IF_INCOMPLETE and FILE_EVEN_IF_BELOW_THRESHOLD.
  • FILE_EVEN_IF_INCOMPLETE – File the form if it’s above the threshold, even if it isn’t complete.
  • FILE_EVEN_IF_BELOW_THRESHOLD – File the form if it’s complete, even if it’s below the threshold.

1099 CSV schema

The schemas for 1099-NEC, 1099-K, and 1099-MISC are similar overall. Most fields in the CSV file map directly to a box on the tax form and are named accordingly.

Refer to the IRS website for instructions on 1099 tax forms (e.g., 1099-NEC instructions).

FieldDescription
form_idThe ID of the tax form. You can’t change this value.
email_addressThe payee’s email address.
statusThe federal filing status of the tax form. You can’t change this value. To force a tax form into a different status, use filing_requirements.
postal_deliveryWhether to mail the form. You can use this field to override your postal delivery default in tax form settings.
delivery_statusThe postal delivery status of the tax form. You can’t change this value.
stripe_account_idThe payee’s Stripe account ID. You can’t change this value.
filing_requirementUse this field to override a tax form status.
payee_name_line_1The payee’s name.
payee_name_line_2Overflow for the payee’s name, sometimes used for a doing business as (DBA) name.
payee_tinThe payee’s TIN. On export this is masked by default. Masked values are ignored on import.
payee_tin_typeThe type (business or individual) of a payee’s TIN. This field may be necessary for some state filings.
payee_address_line 1The first line of the payee’s address.
payee_address_line 2The second line of the payee’s address.
payee_cityThe payee’s city.
payee_regionThe payee’s state or region.
payee_postal_codeThe payee’s postal code.
payee_countryThe payee’s country.
payee_account_numberThe account number on the tax form. This field defaults to the stripe_account_id, but you can override the value on import.
box_1_nonemployee_compensationThe total compensation paid to the non-employee.
box_4_federal_income_tax_withheldThe total amount withheld from federal income taxes, if any.
box_5_state_tax_withheldThe total amount withheld from state income taxes, if any.
box_5_other_state_tax_withheldThe total amount withheld from the other state income taxes, if any.
box_6_state_filer_idThe payer’s ID for filing in the state.
box_6_other_state_filer_idThe payer’s ID for filing in the other state.
box_7_state_incomeThe payee’s state income.
box_7_other_state_incomeThe payee’s other state income.
fatca_filingWhether to check the Foreign Account Tax Compliance Act (FATCA) filing requirement.
second_tin_noticeUse this field to specify whether the payer has received a TIN notice for the payee twice in 3 calendar years.
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On this page
Export tax forms
Import tax forms
Override the tax form status
1099 CSV schema