Import Spreadsheet Format Guidelines for TY2017

In order to help you quickly and easily import your recipient data, we created Excel spreadsheet templates that contain all of your 1095-C, 1099-MISC, 1099-DIV and 1099-INT data in a standard format. These spreadsheets closely mirror the official IRS forms so that you can enter the information required just as you would on a paper form.

General Import Spreadsheet Guidelines

• All columns in the Excel spreadsheets must be present when uploaded, even if data is not entered or required.
• Do not leave any blank rows between recipient records.
• Recipient last name and TINs must match IRS records. False matches will be returned with TIN validation errors when e-filed.
• Numeric fields pertaining to monetary information do not need to include decimal points for whole numbers (e.g. “3.00” can be entered as “3”).
• TINs can be entered with or without dashes. The information will be standardized when read into our server (e.g. “123-45-6789” or “123456789” would both be accepted).
• Zip Codes can be entered with or without dashes for Zip+4 entries. The information will be standardized when read into our server (e.g. “78401-1234” or “784011234” would both be accepted).
• For True/False-type fields, “true”, “yes”, or “1” are all acceptable.
• For Form 1095-C, Covered Individual Data is only required if the employee is enrolled in an employer self-funded plan. If the employee is not enrolled in an employer self-funded plan, then do not list covered individuals for this employee.

More in-depth validations are easier to find simply by submitting your data file. If your data file is found to break one of the IRS validations while it is being read into our server, you will be shown a message explaining the issue and how to fix it. For example, a bad SSN might trigger a warning like the following: “Line 3: Employee SSN must have exactly 9 digits”.

Select your filing form below to see specific required information for each form and access our Excel import spreadsheet templates.

1095-C // 1099-MISC // 1099-DIV // 1099-INT

Required Columns for Form 1095-C Import Spreadsheet

The following columns for the Form 1095-C import spreadsheet require data:

• 1. Employee first name
• 1. Last name
• 2. Social security number (SSN)
• 3. Street address
• 4. City or town
• 5. State or province
• 6. Country code
• 6. Zip or foreign postal code
• 10. Employer contact phone number
• 14. Offer of coverage – All 12 Months or values for each month
• 15. Employee share of lowest cost monthly premium (requirement dependent on responses to #14)
• 16. Applicable section 4980H safe harbor (highly recommended to reduce your tax liability)

Download the BoomTax 1095-C Excel Template

For more information about preparing Form 1095-C, please refer to the IRS Instructions.

Required Columns for Form 1099-MISC Import Spreadsheet

The following columns for the Form 1099-MISC import spreadsheet require data:

• 1. Taxpayer identification number
• 1. Type of taxpayer identification number
• 2. First name*
• 2. Last name*
• 2. Company Name*
• 3. Street address
• 4. City or town
• 5. State or province
• 6. Country code
• 6. Zip or foreign postal code
• 7. Employer contact number
• 10. 2nd TIN notice
• 11. FATCA filing requirement

Download the BoomTax 1099-MISC Excel Template

For more information about preparing Form 1099-MISC, please refer to the IRS Instructions.

*If entering data for a company recipient, use the Company Name column. No entries will be needed in First Name/Last Name columns if using Company Name, and vice versa.

Required Columns for Form 1099-DIV Import Spreadsheet

The following columns for the Form 1099-DIV import spreadsheet require data:

• 1. Taxpayer identification number
• 1. Type of taxpayer identification number
• 2. First name*
• 2. Last name*
• 2. Company name*
• 3. Street address
• 4. City or town
• 5. State or province
• 6. Country code
• 6. Zip or foreign code
• 7. Employer contact number
• 10. 2nd TIN notice
• 11. FATCA filing requirement

Download the BoomTax 1099-DIV Excel Template

For more information about preparing Form 1099-DIV, please refer to the IRS Instructions.

*If entering data for a company recipient, use the Company Name column. No entries will be needed in First Name/Last Name columns if using Company Name, and vice versa.

Required Columns for Form 1099-INT Import Spreadsheet

The following columns for the Form 1099-INT import spreadsheet require data:

• 1. Taxpayer identification number
• 1. Type of taxpayer identification number
• 2. First name*
• 2. Last name*
• 2. Company name*
• 3. Street address
• 4. City or town
• 5. State or province
• 6. Country code
• 6. Zip or foreign postal code
• 7. Employer contact phone number
• 11. 2nd TIN notice
• 12. FATCA filing requirement

Download the BoomTax 1099-INT Excel Template

For more information about preparing Form 1099-INT, please refer to the IRS Instructions.

*If entering data for a company recipient, use the Company Name column. No entries will be needed in First Name/Last Name columns if using Company Name, and vice versa.

Importing Your Data

See our step-by-step instructions on how to import your Excel spreadsheet.

If your data is imported successfully, you will be taken to a review screen reflecting your filing data. If there are any errors in your import file, an error notification will detail the type of error and line numbers to help you correct the information.

Need more information?

Our BoomTax Knowledgebase is available to customers 24/7. If you still cannot locate the information you need, contact our Support Team. We’re always happy to help you!

More Information:

• ACA Draft Instructions
• Self Insured Plans
• ACA Compliance Requirements
• Common Law Employees
• Penalties ACA and 1099 Reporting
• ACA Reporting Deadlines
• Prepare for ACA Reporting
• Secure Access – New IRS Login Portal for e-Services
• E-File Your Peoplesoft Software AIR XML

About Author