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.