1099-NEC vendor list template
A blank list with 11 columns, one row per recipient. Fill it from your W-9s during the year and January takes minutes.
Free to use, copy and share. This is a working list for your own records. It is not the IRIS template and cannot be uploaded to the portal as it is: only the template downloaded inside the portal is accepted.
| Column in the list | What to type | Example | IRIS 1099-NEC column |
|---|---|---|---|
| Recipient name | The name on line 1 of the W-9, person or business, in one cell | Patrick J O'Brien Jr | W (business) or Y to AB (person) |
| Tax ID | SSN or EIN with its dashes. Format the column as Text before typing | 000-45-6789 | U |
| TIN type | SSN, EIN, ITIN or ATIN. Leave blank if the dashes already show it | SSN | T |
| Address line 1 | Street address, 35 characters or fewer | 418 W Elm St | AD |
| Address line 2 | Suite, apartment or unit, if any | Apt 2B | AE |
| City | City or town | Winston-Salem | AF |
| State | Two-letter code | NC | AG |
| ZIP code | 5 or 9 digits. Format the column as Text so a leading zero stays | 27101 | AH |
| Nonemployee compensation | The year's total for this recipient, one number | 4250.00 | AL |
| Federal income tax withheld | Backup withholding, if any. Leave blank for none | AO | |
| Account number | Your own vendor number, optional | V-1042 | AJ |
How to use it
- Open the file in Excel or Google Sheets. Select the Tax ID and ZIP code columns and set their format to Text before typing anything, so leading zeros and dashes stay as typed.
- Add one row per recipient when you receive each W-9. Type the name exactly as it appears on line 1 of the W-9, in one cell.
- In January, put the year's total in Nonemployee compensation. Leave unused cells empty instead of typing 0.00.
- Download the blank 1099-NEC template from your IRIS dashboard: Upload CSV with Form Data, Form Type 1099-NEC, Download.
- Drop the template and this list into Perfrow. Every column is recognised without mapping by hand; names are split, ZIP codes and TINs checked, and the output is cut into files of at most 250 records.
The payer's own details (your business name, TIN and address) are not in the list. They are the same on every row, so you type them once in the fixer.
Why not type straight into the IRIS template?
You can. The template has 54 columns and repeats the payer block on every row, and Publication 5717 notes: "Reopening the saved .csv file in Excel will remove any previous formatting." A short list kept as a normal spreadsheet is easier to maintain; the conversion happens once, at the end.
Fix the whole file at once
Drop in your blank IRIS template and your spreadsheet. Perfrow cleans every row, tells you which ones need you, and writes CSVs of at most 250 records. It runs in your browser, so names and TINs stay on your computer.
Open the 1099-NEC CSV fixerQuestions
- Can I upload this list to IRIS?
- No. IRIS accepts only the CSV template downloaded inside the Taxpayer Portal. This list is for keeping your records in a shape that converts cleanly.
- Why format the Tax ID and ZIP columns as Text?
- A spreadsheet treats them as numbers otherwise and drops leading zeros, so 02134 becomes 2134 and an EIN can turn into scientific notation.
Related
- QuickBooks 1099 export to IRIS CSV
- Splitting a name into first, middle and last for IRIS
- IRIS CSV ZIP code format
- TIN format in the IRIS CSV
Other answers: Late penalty calculator · $2,000 threshold · 10-return e-file rule · Due date · Splitting names · CF/SF states · Forms with CSV guidelines · TCC timing · Boxes 1a to 1d · All 54 columns · Required fields · Character limits · State codes · 250-record limit · Why files get rejected · Scientific notation · ZIP code format · Date format · Line breaks · Extra spaces · Periods and # · $0.00 cells · Y/N check boxes · Tax year · Error types · Headers do not match · From QuickBooks · TIN format · Key dates