IRIS CSV File Format for 1099-CAP

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CSV Template

Form Type,Tax Year,Corporation TIN Type,Corporation Taxpayer ID Number,Corporation Name Type,Corporation Business or Entity Name Line 1,Corporation Business or Entity Name Line 2,Corporation First Name,Corporation Middle Name,Corporation Last Name (Surname),Corporation Suffix,Corporation Country,Corporation Address Line 1,Corporation Address Line 2,Corporation City/Town,Corporation State/Province/Territory,Corporation ZIP/Postal Code,Corporation Phone Type,Corporation Phone,Corporation Email Address,Shareholder TIN Type,Shareholder Taxpayer ID Number,Shareholder Name Type,Shareholder Business or Entity Name Line 1,Shareholder Business or Entity Name Line 2,Shareholder First Name,Shareholder Middle Name,Shareholder Last Name (Surname),Shareholder Suffix,Shareholder Country,Shareholder Address Line 1,ShareholderAddress Line 2,ShareholderCity/Town,ShareholderState/Province/Territory,ShareholderZIP/Postal Code,Office Code,Form Account Number,Box 1 - Date of sale or exchange,Box 2 - Aggregate amount received,Box 3 - Number of shares exchanged,Box 4 - Classes of stock exchange
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CSV Columns

Form Type
Tax Year
Corporation TIN Type
Corporation Taxpayer ID Number
Corporation Name Type
Corporation Business or Entity Name Line 1
Corporation Business or Entity Name Line 2
Corporation First Name
Corporation Middle Name
Corporation Last Name (Surname)
Corporation Suffix
Corporation Country
Corporation Address Line 1
Corporation Address Line 2
Corporation City/Town
Corporation State/Province/Territory
Corporation ZIP/Postal Code
Corporation Phone Type
Corporation Phone
Corporation Email Address
Shareholder TIN Type
Shareholder Taxpayer ID Number
Shareholder Name Type
Shareholder Business or Entity Name Line 1
Shareholder Business or Entity Name Line 2
Shareholder First Name
Shareholder Middle Name
Shareholder Last Name (Surname)
Shareholder Suffix
Shareholder Country
Shareholder Address Line 1
ShareholderAddress Line 2
ShareholderCity/Town
ShareholderState/Province/Territory
ShareholderZIP/Postal Code
Office Code
Form Account Number
Box 1 - Date of sale or exchange
Box 2 - Aggregate amount received
Box 3 - Number of shares exchanged
Box 4 - Classes of stock exchange

CSV Guidelines

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