Form 1099-OID Template

Use this form to record original issue discount, interest, withholding, and related investment amounts.

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

Why use a Form 1099-OID?

A Form 1099-OID helps organize payer, recipient, discount, interest, premium, expense, and state tax details.

Record OID amounts

Capture original issue discount for the year and OID on Treasury obligations.
Include interest details

Track periodic interest, market discount, acquisition premium, and bond premium.
Support tax reporting data

Keep withholding, FATCA, state tax, and account details in a single record.

This template includes payer and recipient details, OID fields, interest boxes, premiums, and state tax fields.

Payer and recipient details
Fields capture names, addresses, taxpayer IDs, account number, and second TIN notice.
Original issue discount
Includes OID for the year, Treasury obligation OID, and tax-exempt OID fields.
Interest and penalties
Provides fields for periodic interest, early withdrawal penalty, and market discount.
Premium and expense fields
Includes acquisition premium, investment expenses, bond premium, and description fields.
Withholding and state fields
Covers federal income tax withheld, state details, and state tax withheld.