IRIS CSV Data Structures
IRIS CSV Data Structures — UNDER DEVELOPMENT
The CSV templates formatting guidelines (PDF) for 2025 are available now.
BUT THE CSV TEMPLATES THEMSELVES ARE NOT. They will be available in the tax year 2025 portal (January 2026). As such, 2024 CSV templates (where they exist) are linked here at this time.
The "IRIS CSV Keys 2025" column is computed from the guidelines file and is UNDER DEVELOPMENT.
| # | Form | IRIS CSV Guidelines 2025 | IRIS CSV Template 2024 | IRIS CSV Keys 2025 |
|---|---|---|---|---|
| 1 | 1042-S, Foreign Person's U.S. Source Income Subject to Withholding | |||
| 2 | 1098, Mortgage Interest Statement | |||
| 3 | 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes | |||
| 4 | 1098-E, Student Loan Interest Statement | |||
| 5 | 1098-Q, Qualifying Longevity Annuity Contract Information | |||
| 6 | 1098-T, Tuition Statement | |||
| 7 | 1099-A, Acquisition or Abandonment of Secured Property | |||
| 8 | 1099-B, Proceeds From Broker and Barter Exchange Transactions | |||
| 9 | 1099-C, Cancellation of Debt | |||
| 10 | 1099-CAP, Changes in Corporate Control and Capital Structure | |||
| 11 | 1099-DA, Digital Asset Proceeds From Broker Transactions | |||
| 12 | 1099-DIV, Dividends and Distributions | |||
| 13 | 1099-G, Certain Government Payments | |||
| 14 | 1099-INT, Interest Income | |||
| 15 | 1099-K, Merchant Card and Third-Party Network Payments | |||
| 16 | 1099-LS, Reportable Life Insurance Sale | |||
| 17 | 1099-LTC, Long-Term Care and Accelerated Death Benefits | |||
| 18 | 1099-MISC, Miscellaneous Income | |||
| 19 | 1099-NEC, Nonemployee Compensation | |||
| 20 | 1099-OID, Original Issue Discount | |||
| 21 | 1099-PATR, Taxable Distributions Received From Cooperatives | |||
| 22 | 1099-Q, Payments From Qualified Education Programs | |||
| 23 | 1099-QA, Distributions From ABLE Accounts | |||
| 24 | 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | |||
| 25 | 1099-S, Proceeds From Real Estate Transactions | |||
| 26 | 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA | |||
| 27 | 1099-SB, Seller's Investment in Life Insurance Contract | |||
| 28 | 3921, Exercise of an Incentive Stock Option Under Section 422(b) | |||
| 29 | 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c) | |||
| 30 | 5498, IRA Contribution Information | |||
| 31 | 5498-ESA, Coverdell ESA Contribution Information | |||
| 32 | 5498-QA, ABLE Account Contribution Information | |||
| 33 | 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information | |||
| 34 | W-2G, Certain Gambling Winnings |