Sample Excel (XLS or XLSX) Worksheets (Tax Year 2023)
The most efficient way to process information returns starts with data propertly formatted in Excel (xls or xlsx).
Sample excel spreadsheets are listed below.
Forms 1095-B, 1095-C
The 1095 data is the 1st tab of the excel file. The 1094 data or transmittal summary is on the 2nd
tab of the excel file. Both tabs need to be completed for a successful transmission.
1095-B | What's New |
1095-C | ACA Codes and Definitions |
1095-C: Box 14 Offer of Coverage Codes |
Forms 1042-S, 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8955-SSA, CA-592
IRS/SSA Forms W-2, W-2C
W-2 |
W-2C |
State, Military, Province, Country Codes | 1042-S Codes |
Common questions with solutions are below:
Excel Questions
- How can I combine words or data together from 2-different Excel cells into 1-cell?
- How can I make Excel automatically add quotes around each field?
- How can I format an Excel column as text?
- How can I add dashes to a SSN?
CSV Questions
- Why quote encapsulated and comma delimited? Why not just comma delimited?
- I still can't get my file to import. How can I convert the file from Excel to CSV and then import.
Technical Support
If you still have any problem importing your data into our software, please email or call technical support. Technical support can be reached by email at support@1099fire.com.