IRIS CSV templates for every form
The IRIS Taxpayer Portal accepts CSV uploads for 37 forms, each with its own template. Pick a form to check your file against the IRS rules, see every column, and download a blank header.
| Form | Title | Columns | Required |
|---|---|---|---|
| 1042-S | Foreign Person's U.S. Source Income Subject to Withholding | 109 | 23 |
| 1097-BTC | Bond Tax Credit | 52 | 16 |
| 1098 | Mortgage Interest Statement | 54 | 15 |
| 1098-C | Contributions of Motor Vehicles, Boats, and Airplanes | 51 | 17 |
| 1098-E | Student Loan Interest Statement | 35 | 16 |
| 1098-F | Fines, Penalties and Other Amounts | 44 | 16 |
| 1098-Q | Qualifying Longevity Annuity Contract Information | 69 | 16 |
| 1098-T | Tuition Statement | 38 | 14 |
| 1099-A | Acquisition or Abandonment of Secured Property | 41 | 18 |
| 1099-B | Proceeds From Broker and Barter Exchange Transactions | 59 | 16 |
| 1099-C | Cancellation of Debt | 43 | 18 |
| 1099-CAP | Changes in Corporate Control and Capital Structure | 40 | 15 |
| 1099-DA | Digital Asset Proceeds From Broker Transactions | 74 | 20 |
| 1099-DIV | Dividends and Distributions | 69 | 17 |
| 1099-G | Certain Government Payments | 59 | 17 |
| 1099-INT | Interest Income | 66 | 17 |
| 1099-K | Payment Card and Third-Party Network Transactions | 72 | 17 |
| 1099-LS | Reportable Life Insurance Sale | 48 | 17 |
| 1099-LTC | Long-Term Care and Accelerated Death Benefits | 54 | 18 |
| 1099-MISC | Miscellaneous Information | 64 | 14 |
| 1099-NEC | Nonemployee Compensation | 54 | 14 |
| 1099-OID | Original Issue Discount | 62 | 15 |
| 1099-PATR | Taxable Distributions Received From Cooperatives | 68 | 16 |
| 1099-Q | Payments From Qualified Education Programs (Under Sections 529 and 530) | 43 | 11 |
| 1099-QA | Distributions From ABLE Accounts | 42 | 15 |
| 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 67 | 18 |
| 1099-S | Proceeds From Real Estate Transactions | 42 | 22 |
| 1099-SA | Distributions From an HSA, Archer MSA, or Medicare Advantage MSA | 41 | 9 |
| 1099-SB | Seller's Investment in Life Insurance Contract | 47 | 10 |
| 3921 | Exercise of an Incentive Stock Option Under Section 422(b) | 50 | 18 |
| 3922 | Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) | 44 | 18 |
| 5498 | IRA Contribution Information | 64 | 16 |
| 5498-ESA | Coverdell ESA Contribution Information | 38 | 14 |
| 5498-QA | ABLE Account Contribution Information | 43 | 17 |
| 5498-SA | HSA, Archer MSA, or Medicare Advantage MSA Information | 42 | 15 |
| 8809 | Application for Extension of Time to File Information Returns | 29 | 19 |
| W-2G | Certain Gambling Winnings | 53 | 16 |
Column counts are from the IRS TY2025 Template Formatting Guidelines, updated January 14, 2026. The tax year 2026 templates may add columns for new boxes. The 1099-NEC, for example, gains cash tips and overtime boxes.
Some forms added to IRIS for tax year 2026, such as 1098-VLI, 1099-LPS and 5498-TA, have no posted CSV template yet. They can be entered by hand in the portal.
Filing 1099-NEC or 1099-MISC? Use the IRIS CSV tool to fill the template from QuickBooks, Excel or a FIRE file automatically.
Frequently asked questions
Can I put two form types in one CSV?
No. Each form has its own template, and the IRS says each form type must be submitted on the template for that form.
Are the templates the same every year?
No. Templates are tied to a tax year, and the IRS recommends downloading a fresh one each time to avoid header errors.
Sources
- IRS: TY2025 IRIS CSV Template Formatting Guidelines (ZIP)
- IRS Publication 5717, IRIS Taxpayer Portal User Guide (Rev. 9-2026)
- IRS: Information Returns Intake System (IRIS) FAQs
Last reviewed November 1, 2026.