Form 1099-K Template

Use this form to record payment card and third party network transaction amounts for a payee.

By using this template, you agree to our Template Terms of Use.

Why use a Form 1099-K?

A Form 1099-K helps organize filer, payee, transaction type, gross amount, monthly totals, and withholding details.

Record payment activity

Capture gross transaction amounts and monthly totals for payment card or network activity.
Classify transaction type

Identify whether reported transactions are payment card or third party network payments.
Keep payee details ready

Store filer, payee, PSE, account, TIN, and withholding details in one place.

This template covers filer and payee details, transaction classification, gross amounts, and monthly payment fields.

Filer and payee details
Fields capture filer, payee, taxpayer IDs, addresses, and account number information.
Transaction type checks
Includes checks for payment settlement entity, facilitator, card, or network transactions.
Payment amount fields
Provides fields for gross amount, card-not-present amount, cash tips, and TTOC.
Monthly transaction totals
Includes separate monthly amount boxes from January through December.
Withholding and codes
Includes federal withholding, merchant category code, and transaction count fields.