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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,Box 1a - Total ordinary dividends,Box 1b - Qualified dividends,Box 2a - Total capital gain distribution,Box 2b - Unrecap. Sec. 1250 gain,Box 2c - Section 1202 gain,Box 2d - Collectibles (28%) gain,Box 2e - Section 897 ordinary dividends,Box 2f - Section 897 capital gain,Box 3 - Nondividend distributions,Box 4 - Federal income tax withheld,Box 5 - Section 199A dividends,Box 6 - Investment expenses,Box 7 - Foreign tax paid,Box 8 - Foreign country or U.S. possession,Box 9 - Cash liquidation distributions,Box 10 - Noncash liquidation distributions,Box 12 - Exempt-interest dividends,Box 13 - Specified private activity bond interest dividends,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
Box 1a - Total ordinary dividends
Box 1b - Qualified dividends
Box 2a - Total capital gain distribution
Box 2b - Unrecap. Sec. 1250 gain
Box 2c - Section 1202 gain
Box 2d - Collectibles (28%) gain
Box 2e - Section 897 ordinary dividends
Box 2f - Section 897 capital gain
Box 3 - Nondividend distributions
Box 4 - Federal income tax withheld
Box 5 - Section 199A dividends
Box 6 - Investment expenses
Box 7 - Foreign tax paid
Box 8 - Foreign country or U.S. possession
Box 9 - Cash liquidation distributions
Box 10 - Noncash liquidation distributions
Box 12 - Exempt-interest dividends
Box 13 - Specified private activity bond interest dividends
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
