All CSV Templates
Download the complete bundled set of IRS/IRIS CSV layouts in one ZIP file.
Download All CSV TemplatesIRS IRIS source layouts
Download CSV templates and matching Excel versions.
Use the individual form layouts below or download the complete bundles. The Excel files were created directly from the same CSV headers so you can enter data in a spreadsheet while keeping the required column structure visible.
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.
All Excel Templates
Download the matching Excel versions with readable headers, text-safe formatting and a frozen header row.
Download All Excel TemplatesWant 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
1097 forms
1098 forms
1099 forms
Stock option forms
5498 forms
Gaming
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.
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.
Sample Import Workbook
Example sheets for 1099-NEC, 1098, 3921 and 3922.
Download Sample Workbook1099-NEC Sample
Small demonstration CSV for testing import and validation.
Download Sample CSVTemplate Notes
Read the security and tax-year notes included with the downloads.
Download Notes