IRIS CSV File Format for 1099-K

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CSV Template

Form Type,Tax Year,Filer TIN Type,Filer Taxpayer ID Number,Filer Name Type,Filer Business or Entity Name Line 1,Filer Business or Entity Name Line 2,Filer First Name,Filer Middle Name,Filer Last Name (Surname),Filer Suffix,Filer Country,Filer Address Line 1,Filer Address Line 2,Filer City/Town,Filer State/Province/Territory,Filer ZIP/Postal Code,Filer Phone Type,Filer Phone,Filer Email Address,Payee TIN Type,Payee Taxpayer ID Number,Payee Name Type,Payee Business or Entity Name Line 1,Payee Business or Entity Name Line 2,Payee First Name,Payee Middle Name,Payee Last Name (Surname),Payee Suffix,Payee Country,Payee Address Line 1,Payee Address Line 2,Payee City/Town,Payee State/Province/Territory,Payee ZIP/Postal Code,Office Code,Form Account Number,2nd TIN Notice,Indicate if FILER is a Payment settlement entity (PSE) or an Electronic Payment Facilitator (EPF)/Other third party,Indicate transactions reported are Payment card or Third party network,Payment Settlement Entity (PSE) Name Line 1,Domestic or International Payment Settlement Entity (PSE) Phone Number,Payment Settlement Entity (PSE) Phone Number,Box 1a - Gross amount of payment card/third party network transactions,Box 1b - Card Not Present transactions,Box 2 - Merchant category code,Box 3 - Number of payment transactions,Box 4 - Federal income tax withheld,Box 5a - January,Box 5b - February,Box 5c - March,Box 5d - April,Box 5e - May,Box 5f - June,Box 5g - July,Box 5h - August,Box 5i - September,Box 5j - October,Box 5k - November,Box 5l - December,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
Filer TIN Type
Filer Taxpayer ID Number
Filer Name Type
Filer Business or Entity Name Line 1
Filer Business or Entity Name Line 2
Filer First Name
Filer Middle Name
Filer Last Name (Surname)
Filer Suffix
Filer Country
Filer Address Line 1
Filer Address Line 2
Filer City/Town
Filer State/Province/Territory
Filer ZIP/Postal Code
Filer Phone Type
Filer Phone
Filer Email Address
Payee TIN Type
Payee Taxpayer ID Number
Payee Name Type
Payee Business or Entity Name Line 1
Payee Business or Entity Name Line 2
Payee First Name
Payee Middle Name
Payee Last Name (Surname)
Payee Suffix
Payee Country
Payee Address Line 1
Payee Address Line 2
Payee City/Town
Payee State/Province/Territory
Payee ZIP/Postal Code
Office Code
Form Account Number
2nd TIN Notice
Indicate if FILER is a Payment settlement entity (PSE) or an Electronic Payment Facilitator (EPF)/Other third party
Indicate transactions reported are Payment card or Third party network
Payment Settlement Entity (PSE) Name Line 1
Domestic or International Payment Settlement Entity (PSE) Phone Number
Payment Settlement Entity (PSE) Phone Number
Box 1a - Gross amount of payment card/third party network transactions
Box 1b - Card Not Present transactions
Box 2 - Merchant category code
Box 3 - Number of payment transactions
Box 4 - Federal income tax withheld
Box 5a - January
Box 5b - February
Box 5c - March
Box 5d - April
Box 5e - May
Box 5f - June
Box 5g - July
Box 5h - August
Box 5i - September
Box 5j - October
Box 5k - November
Box 5l - December
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

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