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IRIS CSV
CSV Template
Form Type,Tax Year,Payer TIN Type,Payer Taxpayer ID Number,Payer Name Type,Payer Business or Entity Name Line 1,Payer Business or Entity Name Line 2,Payer First Name,Payer Middle Name,Payer Last Name (Surname),Payer Suffix,Payer Country,Payer Address Line 1,Payer Address Line 2,Payer City/Town,Payer State/Province/Territory,Payer ZIP/Postal Code,Payer Phone Type,Payer Phone,Payer Email Address,Recipient TIN Type,Recipient Taxpayer ID Number,Recipient Name Type,Recipient Business or Entity Name Line 1,Recipient Business or Entity Name Line 2,Recipient First Name,Recipient Middle Name,Recipient Last Name (Surname),Recipient Suffix,Recipient Country,Recipient Address Line 1,Recipient Address Line 2,Recipient City/Town,Recipient State/Province/Territory,Recipient ZIP/Postal Code,Office Code,Form Account Number,FATCA Filing Requirements,2nd TIN Notice,1099-B Form Type,Applicable checkbox on Form 8949,CUSIP Number,Box 1a - Description of property,Box 1b - Date acquired,Box 1c - Date sold or disposed,Box 1d - Proceeds,Box 1e - Cost or other basis,Box 1f - Accrued market discount,Box 1g - Wash sale loss disallowed,Box 2 - Type of Gain or Loss,Box 2 - Check if all or a portion of the gain or loss may be ordinary.,Box 3 - Check if Proceeds are from:,Box 4 - Federal income tax withheld,Box 5 - Noncovered security,Box 6 - Reported to IRS:,Box 7 - Loss not allowed based on amount in 1d,Box 12 - Basis reported to IRS,Combined Federal/State Filing,State 1,State 1 - State Tax Withheld,State 1 - State/Payer state number,State 1 - State income,State 1 - Local income tax withheld,State 1 - Special Data Entries,State 2,State 2 - State Tax Withheld,State 2 - State/Payer state number,State 2 - State income,State 2 - Local income tax withheld,State 2 - Special Data Entries
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CSV Columns
Form Type
Tax Year
Payer TIN Type
Payer Taxpayer ID Number
Payer Name Type
Payer Business or Entity Name Line 1
Payer Business or Entity Name Line 2
Payer First Name
Payer Middle Name
Payer Last Name (Surname)
Payer Suffix
Payer Country
Payer Address Line 1
Payer Address Line 2
Payer City/Town
Payer State/Province/Territory
Payer ZIP/Postal Code
Payer Phone Type
Payer Phone
Payer Email Address
Recipient TIN Type
Recipient Taxpayer ID Number
Recipient Name Type
Recipient Business or Entity Name Line 1
Recipient Business or Entity Name Line 2
Recipient First Name
Recipient Middle Name
Recipient Last Name (Surname)
Recipient Suffix
Recipient Country
Recipient Address Line 1
Recipient Address Line 2
Recipient City/Town
Recipient State/Province/Territory
Recipient ZIP/Postal Code
Office Code
Form Account Number
FATCA Filing Requirements
2nd TIN Notice
1099-B Form Type
Applicable checkbox on Form 8949
CUSIP Number
Box 1a - Description of property
Box 1b - Date acquired
Box 1c - Date sold or disposed
Box 1d - Proceeds
Box 1e - Cost or other basis
Box 1f - Accrued market discount
Box 1g - Wash sale loss disallowed
Box 2 - Type of Gain or Loss
Box 2 - Check if all or a portion of the gain or loss may be ordinary.
Box 3 - Check if Proceeds are from:
Box 4 - Federal income tax withheld
Box 5 - Noncovered security
Box 6 - Reported to IRS:
Box 7 - Loss not allowed based on amount in 1d
Box 12 - Basis reported to IRS
Combined Federal/State Filing
State 1
State 1 - State Tax Withheld
State 1 - State/Payer state number
State 1 - State income
State 1 - Local income tax withheld
State 1 - Special Data Entries
State 2
State 2 - State Tax Withheld
State 2 - State/Payer state number
State 2 - State income
State 2 - Local income tax withheld
State 2 - Special Data Entries
CSV Guidelines
