Upload 1099 data file to IRS using the Information Returns Intake System (IRIS)

New for Tax Year 2023: All filers who will be filing a combined total of 10 or more W-2s and 1099s are required to electronically file all information returns.



A Transmitter Control Code (TCC) is Required
Prior to uploading information returns to IRIS you will need to apply for and receive a Transmitter Control Code (TCC) from the IRS

An ID.me account is Required
Prior to uploading information returns to IRIS you will need an ID.me account to log into IRIS.

• Applying for a Transmitter Control Code (TCC)


• If you will be filing using IRIS be sure you apply for the IRIS TCC. A FIRE TCC cannot be used in IRIS.
• Click here to access the IRIS Application for TCC page https://www.irs.gov/tax-professionals/iris-application-for-tcc
• Click the [Access IRIS Application for TCC] button to begin the application


• An ID.me account is required to access the IRIS Application for TCC
• If you have an existing ID.me account, sign in to complete the application


• If you do not have an ID.me account you will need to create one
• Click on the ID.me Create an Account button
• Complete the ID.me account setup
• Return to complete the IRIS Application for TCC





• Enter and verify all 1099 data




• Create the data file to upload


• Important:
• When uploading files to IRIS you will need to create and upload separate files for each form type
• Form 1098 and W-2gs are not eligible to be uploaded into IRIS


• Click E-file Direct > Create 1099/1098 Files > IRS (Federal Only) - IRIS System
• Select the 1099 form type to include
• Upload File Information is the name and location of the file being created. You will need this information during the upload process.
• Click the [Create File] button to create the upload file.


• Repeat these steps for each additional file type




• Log on to the IRIS Taxpayer Portal


• Click here to sign into the IRIS Taxpayer Portal https://www.irs.gov/iris





• Scroll down to Sign In
• Click the link to "sign in to the IRIS Taxpayer Portal."


• Sign in using your ID.me account





• You will return to the IRS website to Select Your Organization





• Scroll down to select your organization with an application type of IRIS TCC







• Upload the data file


• When uploading files to IRIS you will need to create and upload separate files for each form type



• On the Dashboard click on Upload CSV with Form Data





• Under Upload File click on browse and locate the file created with the W2/1099 Filer





• 1. Select file location - By default the files created will be in C:\TAS\23W21099\Efile\CompanyName
• 2. Select the file
• 3. Click the [Open] button to close the window





• If any errors are displayed the errors must be corrected and the data file must be created again with the corrected information before the file can be uploaded.
• If the file has no errors click the [Start] button to upload the file





• Review the recipient information and click the [Add All] button to save the forms





• Click [Continue] and you will get an Upload Successful screen
• Click [Dashboard] to return to the IRIS Dashboard
• The forms must be submitted to be considered file with the IRS - See Submit Forms below




• Submit Forms


• On the Dashboard click on View Unsubmitted Forms





• Review the forms and click [Submit] at the bottom of the page




• To View Previously Submitted Forms


• Click on View Submitted Forms on the dashboard to review forms that have been submitted successfully




• To Make Corrections to Previously Submitted Forms


• 1099 Forms submitted through the IRIS Taxpayer Portal must also be corrected or amended through the IRIS Taxpayer Portal


• Click here to sign into the IRIS Taxpayer Portal https://www.irs.gov/iris
• Scroll down to Sign In and click the link to "sign in to the IRIS Taxpayer Portal."


• Select the [View Submitted Forms] button on the Dashboard to view all submitted forms
• Mark the check box next to the transmission you’d like to correct amd click the [Correct/Replace] button.
• Follow the steps provided on the Make a Correction page to make your corrections.
• You can choose to submit a single form on the Review and Confirm page or complete multiple corrections and submit multiple corrected forms from the View Unsubmitted Forms page.