1097-BTC Template
Bond tax credit reporting
Download the bundled 1097-BTC CSV or Excel layout, then use the matching free validator before upload.
Free IRIS templates
Download a CSV or Excel template for your information return.
Choose the exact form you prepare, download the bundled CSV or Excel layout, and open the matching validator when your file is ready. The directory is designed for IRIS filers who want a predictable starting structure.
✓ Free downloads · No registrationTemplate directory
Find the form you need.
Search by form number or reporting purpose. Each row links to CSV, Excel, the free validator, and the matching 1099ERICH software page.
1098 Template
Mortgage interest statements
Download the bundled 1098 CSV or Excel layout, then use the matching free validator before upload.
1098-C Template
Contributions of motor vehicles, boats, and airplanes
Download the bundled 1098-C CSV or Excel layout, then use the matching free validator before upload.
1098-E Template
Student loan interest statements
Download the bundled 1098-E CSV or Excel layout, then use the matching free validator before upload.
1098-F Template
Certain fines, penalties, and other amounts
Download the bundled 1098-F CSV or Excel layout, then use the matching free validator before upload.
1098-Q Template
Qualifying longevity annuity contract information
Download the bundled 1098-Q CSV or Excel layout, then use the matching free validator before upload.
1098-T Template
Tuition statements for eligible educational institutions
Download the bundled 1098-T CSV or Excel layout, then use the matching free validator before upload.
1099-A Template
Acquisition or abandonment of secured property
Download the bundled 1099-A CSV or Excel layout, then use the matching free validator before upload.
1099-B Template
Broker and barter exchange transactions
Download the bundled 1099-B CSV or Excel layout, then use the matching free validator before upload.
1099-C Template
Cancellation of debt
Download the bundled 1099-C CSV or Excel layout, then use the matching free validator before upload.
1099-CAP Template
Changes in corporate control and capital structure
Download the bundled 1099-CAP CSV or Excel layout, then use the matching free validator before upload.
1099-DA Template
Digital asset proceeds and basis reporting
Download the bundled 1099-DA CSV or Excel layout, then use the matching free validator before upload.
1099-DIV Template
Dividends and distributions
Download the bundled 1099-DIV CSV or Excel layout, then use the matching free validator before upload.
1099-G Template
Certain government payments
Download the bundled 1099-G CSV or Excel layout, then use the matching free validator before upload.
1099-INT Template
Interest income
Download the bundled 1099-INT CSV or Excel layout, then use the matching free validator before upload.
1099-K Template
Payment card and third-party network transactions
Download the bundled 1099-K CSV or Excel layout, then use the matching free validator before upload.
1099-LS Template
Reportable life insurance sales
Download the bundled 1099-LS CSV or Excel layout, then use the matching free validator before upload.
1099-LTC Template
Long-term care and accelerated death benefits
Download the bundled 1099-LTC CSV or Excel layout, then use the matching free validator before upload.
1099-MISC Template
Miscellaneous information such as rents and certain other payments
Download the bundled 1099-MISC CSV or Excel layout, then use the matching free validator before upload.
1099-NEC Template
Nonemployee compensation
Download the bundled 1099-NEC CSV or Excel layout, then use the matching free validator before upload.
1099-OID Template
Original issue discount
Download the bundled 1099-OID CSV or Excel layout, then use the matching free validator before upload.
1099-PATR Template
Taxable distributions received from cooperatives
Download the bundled 1099-PATR CSV or Excel layout, then use the matching free validator before upload.
1099-Q Template
Qualified education program distributions
Download the bundled 1099-Q CSV or Excel layout, then use the matching free validator before upload.
1099-QA Template
ABLE account distributions
Download the bundled 1099-QA CSV or Excel layout, then use the matching free validator before upload.
1099-R Template
Retirement plan, pension, annuity, and IRA distributions
Download the bundled 1099-R CSV or Excel layout, then use the matching free validator before upload.
1099-S Template
Proceeds from real estate transactions
Download the bundled 1099-S CSV or Excel layout, then use the matching free validator before upload.
1099-SA Template
HSA, Archer MSA, and Medicare Advantage MSA distributions
Download the bundled 1099-SA CSV or Excel layout, then use the matching free validator before upload.
1099-SB Template
Life insurance contract basis reporting
Download the bundled 1099-SB CSV or Excel layout, then use the matching free validator before upload.
3921 Template
Incentive stock option exercises
Download the bundled 3921 CSV or Excel layout, then use the matching free validator before upload.
3922 Template
Employee stock purchase plan transfers
Download the bundled 3922 CSV or Excel layout, then use the matching free validator before upload.
5498 Template
IRA contribution information
Download the bundled 5498 CSV or Excel layout, then use the matching free validator before upload.
5498-ESA Template
Coverdell ESA contribution information
Download the bundled 5498-ESA CSV or Excel layout, then use the matching free validator before upload.
5498-QA Template
ABLE account contribution information
Download the bundled 5498-QA CSV or Excel layout, then use the matching free validator before upload.
5498-SA Template
HSA, Archer MSA, and Medicare Advantage MSA contribution information
Download the bundled 5498-SA CSV or Excel layout, then use the matching free validator before upload.
W-2G Template
Certain gambling winnings
Download the bundled W-2G CSV or Excel layout, then use the matching free validator before upload.
Current-year reminder: IRS CSV formatting rules can change by processing year. Use these layouts as a starting point and verify the current form-specific formatting guidelines in the IRIS Taxpayer Portal before filing.
After you fill the template
Run the free CSV validator before you upload.
The validator compares the CSV header with the bundled layout, checks column order and row widths, looks for duplicate headers and records, and warns about spreadsheet hazards such as scientific notation in TIN fields.
Working with a large CSV?
Use the free splitter to create smaller files while preserving the header row. The batch size is adjustable up to the current CSV-file limit stated in Publication 5717.
Open CSV SplitterTemplate FAQs
Questions about the free CSV and Excel layouts
Are these templates free?
Yes. Download the CSV or Excel layouts without purchasing the desktop software.
Should I start with CSV or Excel?
Excel can be easier for data entry, while IRIS ultimately uses CSV for portal uploads. Be careful that spreadsheet software does not alter identifiers, dates, or coded values when you save the final CSV.
Can the free validator check an Excel file?
The browser validator checks CSV files. If you work in Excel, save a final CSV copy using the current IRS formatting guidance, then validate that CSV.
Free tool → complete workflow
Move from a free check to the complete 1099ERICH workflow.
The free tools help diagnose individual filing problems. 1099ERICH is the $299 Windows desktop workflow for importing CSV or Excel data, validating records, printing recipient copies, and creating IRIS-ready CSV files.
Windows desktopCSV + Excel importRecipient copiesIRIS-ready CSV$299