Table of Contents

1099 E-Filing Step 3: IRS Submittal

Eric Updated by Eric

For help on other parts of the 1099 e-filing module, see

Screen Description

In this step you will connect to the IRIS Portal website to upload the file you have just created. Note each element on this screen.

Files Grid

The Files Grid displays the list of files you created in Step 2.

When you click on a row in this grid, the file's path will be copied to your clipboard. This is very useful for when you upload the file to the IRS. See Copying file name and Path to the Windows Clipboard.
The X in the CF/SF (Combined Federal/State Filing Program) column indicates that the IRS will electronically forward the submitted information returns (such as 1099 forms) to the participating state on the filer's behalf. This allows businesses to satisfy both federal and state filing obligations with a single electronic submission, eliminating the need for separate direct reporting to the state.

Note: In the IRIS TCC Application, you must have had the “YES” box checked if you will be participating in the Combined Federal/State Filing Program (CF/SF).Note: You can go into the IRIS TCC application and modify it to include the Combined Federal/State Filing Program (CF/SF).

File Contents

The box on the right lists the Payer’s name(s), Form Type(s), and Quantity of forms included in the selected file:

Save File (Optional)

Some users like to click Save File (Optional) (perhaps to rename the file). In this case, the program will automatically copy the newly saved File Name and Path to the Windows clipboard.

Note: When creating a file, the program will open a "Save File" dialog box. If you click Cancel while saving the file, the file will still be created and will appear in Step 3 (Feds). To move the file back to the Create File tab, go to Step 3 highlight the file, and click "Reset."

Preview

To preview the file, click Preview.

Connecting to the IRS

  1. With your newly created file highlighted in blue, click Connect to IRIS to go directly to the IRIS CSV Portal:
Clicking on the Yellow box with the file path will copy the file path and name to the clipboard for easy access when uploading to the IRS.
  1. The File Submittal dialog appears. Make a note of what it says. Click OK.
  2. Your browser will open and navigate automatically the IRS website.
    IRIS: See Navigating the IRIS CSV Portal Website.
  3. If the file is not part of the Combined Federal/State Filing Program than you might need to file with the state. Click Step 4 if you wish to create state files. See 1099 e-filing Step 4: Create state file and 1099 E-Filing: States to view the state filing requirements.
Send your clients a Cover Letter to let them know you electronically filed.
A printout and review of the summary report for each payer is strongly recommended. The 1099 Summary Report can be accessed from the main program menu by selecting Reports > W-2/1099.

How did we do?

1099 E-Filing Step 2: Create IRS file

1099 E-Filing Step 4: Create state file

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