You can e-file information returns for tax year 2022 and later with the Information Returns Intake System (IRIS). The system also lets you file corrections and request automatic extensions. 10 or more returns: E-filing is required. For system availability, check IRIS status. Get solutions to known issues. There are 2 ways to e-file with IRIS: E-file through the IRIS Taxpayer Portal This free, web-based filing system lets you: E-file up to 100 returns at a time Enter manually or by .csv upload Download payee copies to distribute Keep a record of completed, filed and distributed forms Save and manage issuer information Get started To use the IRIS Taxpayer Portal, you need an IRIS Transmitter Control Code (TCC). This 5-digit code identifies your business when you e-file forms. It can only be used for IRIS. Apply for an IRIS Taxpayer Portal TCC Sign in If you have an IRIS TCC, sign in to the IRIS Taxpayer Portal. IRIS Taxpayer Portal User Guide, Publication 5717 PDF E-file with software through IRIS Application to Application (A2A) If you have a third-party software or service or are developing software, you can use IRIS A2A to e-file thousands of returns (up to 100 MB at a time). Steps to use IRIS A2A To start using IRIS A2A with software or a third-party service, follow these steps: Apply for an IRIS A2A Transmitter Control Code (TCC) Get an API Client ID Get a schema package Submit IRIS Assurance Testing System (ATS) transmissions After you successfully submit ATS transmissions, you can use IRIS A2A to transmit return data. IRIS E-Filing A2A Specifications, Publication 5718 PDF Forms you can e-file with IRIS Find forms by processing year: Processing year 2024 Taxpayer Portal and A2A Tax year 2022: Forms 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LS, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-R, 1099-S, 1099-SA and 1099-SB. Tax year 2023: Forms 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LS, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-R, 1099-S, 1099-SA and 1099-SB. Starting July 1, 2024: Forms being added to the Taxpayer Portal only Tax Year 2023: Forms 1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 3921, 3922, 5498, 5498-ESA, 5498-SA and W-2G. Processing year 2023 Taxpayer Portal and A2A Tax year 2022: Forms 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LS, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-QA, 1099-R, 1099-S, 1099-SA and 1099-SB. E-filing required for 10 or more returns Starting tax year 2023, if you have 10 or more information returns, you must file them electronically. This includes Forms W-2, e-filed with the Social Security Administration. Find details on the final e-file regulations and requirements for Forms W-2. Back to top Publications IRIS Taxpayer Portal User Guide, Publication 5717 PDF IRIS Electronic Filing Application to Application (A2A) Specifications, Publication 5718 PDF IRIS Test Package for Information Returns, Publication 5719 PDF Email updates Get updates on issues, changes and working group meetings about IRIS. Subscribe to QuickAlerts IRIS help Get support with IRIS: Help desk Call Mon. – Fri. 7:30 a.m. – 7 p.m. Eastern time. Toll-free: 866-937-4130 International: 470-769-5100 TTY/TDD: 866-937-4130. Use your choice of relay. Working group meetings Find meetings and notes for A2A developers, transmitters and state agencies. Related Guide to information returns General instructions for certain information returns
