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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,Box 1 - Gross distribution,Box 2 - Earnings,Box 3 - Basis,Box 4 - Program-to-program transfer,Box 5 - Check if ABLE account terminated in 2022,Box 6 - Check if the recipient is not the desingated beneficiary
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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
Box 1 - Gross distribution
Box 2 - Earnings
Box 3 - Basis
Box 4 - Program-to-program transfer
Box 5 - Check if ABLE account terminated in 2022
Box 6 - Check if the recipient is not the desingated beneficiary
CSV Guidelines
