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IRS IRIS source layouts

Free IRS IRIS CSV templates and matching Excel files

Download individual form layouts or complete ZIP bundles, then validate the final CSV before uploading through the IRS IRIS Taxpayer Portal.

IRIS CSV filing path

CSV Help Center 1. Templates 2. Validator 3. Troubleshooter 4. 250-Record Splitter 5. Status Decoder

36 current TY2025/PY2026 template pairs are included. The set includes 1042-S, 1099-DA and 5498-QA, and excludes retired Form 1099-H. Keep the required column names unchanged and verify IRS rules before filing.

Popular IRIS templates

Start with the exact form you plan to file

Do not rename or reorder the required CSV columns. Use the Excel version for easier data entry, then create and validate a final CSV for the portal.

1099-NEC CSV 1099-MISC CSV 1099-DIV CSV 1099-INT CSV 1099-R CSV W-2G CSV

Validate a CSVCheck the final file before you upload it.Fix an IRIS Upload ErrorDiagnose gray Start buttons, header errors and portal issues.Browse Templates by FormOpen the searchable form directory with validators and software links.

CSV

All CSV Templates

Download the complete bundled set of IRS/IRIS CSV layouts in one ZIP file.

Download All CSV Templates

XLSX

All Excel Templates

Download the matching Excel versions with readable headers, text-safe formatting and a frozen header row.

Download All Excel Templates

Want both formats? Download the combined CSV + Excel ZIP. You can also check the IRS IRIS page for the latest tax-year formatting guidelines.

1042-S

1042-SCSV Excel

1097 forms

1097-BTCCSV Excel

1098 forms

1098CSV Excel

1098-CCSV Excel

1098-ECSV Excel

1098-FCSV Excel

1098-QCSV Excel

1098-TCSV Excel

1099 forms

1099-ACSV Excel

1099-BCSV Excel

1099-CCSV Excel

1099-CAPCSV Excel

1099-DACSV Excel

1099-DIVCSV Excel

1099-GCSV Excel

1099-INTCSV Excel

1099-KCSV Excel

1099-LSCSV Excel

1099-LTCCSV Excel

1099-MISCCSV Excel

1099-NECCSV Excel

1099-OIDCSV Excel

1099-PATRCSV Excel

1099-QCSV Excel

1099-QACSV Excel

1099-RCSV Excel

1099-SCSV Excel

1099-SACSV Excel

1099-SBCSV Excel

Stock option forms

3921CSV Excel

3922CSV Excel

5498 forms

5498CSV Excel

5498-ESACSV Excel

5498-QACSV Excel

5498-SACSV Excel

Gaming

W-2GCSV Excel

Important: These files are provided as working layouts for 1099ERICH. The IRS validates exact field names and formatting, and its requirements can change. Always compare your filing-year layout with the current IRS IRIS guidance before submitting.

Need more than a blank template?

1099ERICH adds CSV/Excel import, record validation, recipient-copy printing and IRIS-ready output. Start with the free layouts, then move into the software when you are ready to process the full filing.

1099-NEC Software 1099-MISC Software View Pricing & Plans

Safe test data

Demonstration files are still included.

If you only want to test the workflow, use the original demonstration files below. Their sample tax IDs are intentionally not intended for real filing.

XLSX

Sample Import Workbook

Example sheets for 1099-NEC, 1098, 3921 and 3922.

Download Sample Workbook

CSV

1099-NEC Sample

Small demonstration CSV for testing import and validation.

Download Sample CSV

TXT

Template Notes

Read the security and tax-year notes included with the downloads.

Download Notes