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

E-file Requirements: 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 the IRIS Taxpayer Portal, you will need to apply for and receive a IRIS TCC from the IRS.

An ID.me account is Required
To log into the IRIS TCC Application or the IRIS Taxpayer Portal an ID.me account is required.

Applying for an ID.me account

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.
Click on the [ID.me Create an Account] button.
Complete the ID.me account setup.
Return to complete the IRIS Application for TCC.

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 go to the Application login page..

When you log into the TCC Application it will take you to the ‘Select Your Organization’ page.
Click on the [Individual] button
On the right of the next page will be a New Application dropdown menu.
Select "IRIS Application for TCC" and complete the Application.

During the application process under Transmission Method options select Portal

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."

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\25W21099\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.