IRIS >
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,Box 1 - Gross distribution,Box 2a - Taxable amount,Box 2b - Taxable amount not determined,Box 2b - Total distribution,Box 3 - Capital gain (included in box 2a),Box 4 - Federal income tax withheld,Box 5 - Employee contributions/Desginated Roth contributions or insurance premiums,Box 6 - Net unrealized appreciation in employer's securities,Box 7 - Distribution code(s),Box 7 - IRA/SEP/SIMPLE,Box 8 - Other ($),Box 8 - Other (%),Box 9a - Your percentage of total distribution,Box 9b - Total employee contributions,Box 10 - Amount allocable to IRR within 5 years,Box 11 - 1st year of desingated Roth contributions,Box 13 - Date of Payment,Combined Federal/State Filing,State 1,State 1 - State Tax Withheld,State 1 - State/Payer state number,State 1 - State income,State 1 - Local income tax withheld,State 1 - Special Data Entries,State 2,State 2 - State Tax Withheld,State 2 - State/Payer state number,State 2 - State income,State 2 - Local income tax withheld,State 2 - Special Data Entries
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CSV Columns
Form Type
Tax Year
Payer TIN Type
Payer Taxpayer ID Number
Payer Name Type
Payer Business or Entity Name Line 1
Payer Business or Entity Name Line 2
Payer First Name
Payer Middle Name
Payer Last Name (Surname)
Payer Suffix
Payer Country
Payer Address Line 1
Payer Address Line 2
Payer City/Town
Payer State/Province/Territory
Payer ZIP/Postal Code
Payer Phone Type
Payer Phone
Payer Email Address
Recipient TIN Type
Recipient Taxpayer ID Number
Recipient Name Type
Recipient Business or Entity Name Line 1
Recipient Business or Entity Name Line 2
Recipient First Name
Recipient Middle Name
Recipient Last Name (Surname)
Recipient Suffix
Recipient Country
Recipient Address Line 1
Recipient Address Line 2
Recipient City/Town
Recipient State/Province/Territory
Recipient ZIP/Postal Code
Office Code
Form Account Number
FATCA Filing Requirements
Box 1 - Gross distribution
Box 2a - Taxable amount
Box 2b - Taxable amount not determined
Box 2b - Total distribution
Box 3 - Capital gain (included in box 2a)
Box 4 - Federal income tax withheld
Box 5 - Employee contributions/Desginated Roth contributions or insurance premiums
Box 6 - Net unrealized appreciation in employer's securities
Box 7 - Distribution code(s)
Box 7 - IRA/SEP/SIMPLE
Box 8 - Other ($)
Box 8 - Other (%)
Box 9a - Your percentage of total distribution
Box 9b - Total employee contributions
Box 10 - Amount allocable to IRR within 5 years
Box 11 - 1st year of desingated Roth contributions
Box 13 - Date of Payment
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
