IRIS schemas and business rules

 

The following table lists XML schemas, business rules and release memorandum for the Information Returns Intake System (IRIS).

Throughout the year, multiple versions of business rules and schemas may be in use at the same time. For each version of IRIS, the tables reflect the effective dates in the production system and the Assurance Testing System (ATS).

For questions, contact the Help Desk at 866-937-4130.

How to get schemas and business rules

To receive IRIS schemas and business rules, you must have an IRIS Transmitter Control Code (TCC).

With an IRIS TCC, you can get schema packages in your e-Services mailbox.

Sign in to e-Services

Your e-Services mailbox is part of the Secure Object Repository (SOR).

Production and ATS IRIS schemas

Tax year/version Form series Date available in SOR ATS start date Production date Comments
2024v1.1 No change to TY2024 Intake and Status schemas. Business Rules v1.1 changes from v1.0 are shown in Status column. 10/10/2024 11/04/2024 TBD  
2024v1.1 Schema changes are reflected in v1.1. No change to TY2024 business rules v1.0. 8/29/2024 11/04/2024 TBD  
2024v1.0 Forms and extension:
1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T,1099-A, 1099-B,1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 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, 1099-SB, 3921, 3922, 5498, 5498-ESA, 5498-SA, W-2G, 8809
7/18/2024 11/04/2024 TBD  
Tax year/version Form series Date available in SOR ATS start date Production date Comments
2023v1.3 No change to TY2023 Intake and Status schemas. Business Rules v1.3 changes from v1.2 are shown in Status column. 10/10/2024      
2023v1.2 No change to TY2023 v1.0 schema. Business rule changes reflected in IRIS TY2023 Business Rules v1.2 8/29/2024      
2023v1.1 No change to TY2023 v1.0 schema. Business rule changes reflected in IRIS TY2023 Business Rules v1.1 7/18/2024      
2023v1.0 Form 1099 series and extensions:
1099-A, 1099-B,1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 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, 1099-SB
9/11/2023 Nov 2023 Jan 2024  
Tax year/version Form series Date available in SOR ATS start date Production date Comments
2022v1.0 Form 1099 series and extensions:

1099-A, 1099-B,1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-H, 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, 1099-SB

5/2/2023 June 2023 June 2023 TY2022v1.1 Business Rules added to SOR on 09/11/2023.

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