Order Online or Call (480) 706-6474 | (877) 380-6474

Sample Excel (XLS or XLSX) Worksheets (Tax Year 2024)

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 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

1042-S 1097-BTC 1098 1098-C 1098-E
1098-F 1098-T 1099-B 1099-C 1099-DIV 1099-G
1099-H MA 1099-HC 1099-INT 1099-K 1099-LS 1099-MISC
1099-NEC 1099-PATR 1099-R 1099-S 1099-SB
3921 3922 5498 8027 8955-SSA
W-2G CA 592

IRS/SSA Forms W-2, W-2C

W-2
W-2C

State, Military, Province, Country Codes

State Abbreviations Military "State" Abbreviations Provinces of Canada Country Codes

1042-S Codes

Income Codes (interest, dividend, other) Exemption Codes Recipient Codes LOB Treaty 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.