Table of Contents

1099 E-Filing Step 2: Create IRS file

Eric Updated by Eric

For help on other parts of the 1099 e-filing module, see 1099 E-filing Module Overview.

Screen description

This tab is used to convert your 1099 files into the required IRS file format.

The 'Step 2- IRS File' screen lists only payers with available data and that are not already included in a previously created file. If a payer is not listed, you must exit the CFS e-file/MagMedia 1099 module and complete the 1099's for that payer. See A client is not on the list of those that can be e-filed.
A Payer may be listed more than once. Each form type for a Payer will be on a separate line (e.g. if a Payer is reporting both 1099-MISC and 1099-NEC there should be 2 lines for that Payer).
Not Created is the expected status because you haven't yet created the e-file upload file.
Do not submit omitted recipients as corrections.

Creating IRS files

  1. Selecting Payers
    1. Select the Form Type. This will select all Payer's that have the Form that is chosen.
    1. Select the Payer(s) with the same Form types that you wish to prepare an IRIS file.
      To select multiple rows:
      a) Hold down CTRL while clicking the rows, or
      b) Hold down the SHIFT key to select rows that are next to each other
  2. Check the box if you wish to participate in the Combined Federal State Filing Program .
    The Combined Federal/State Filing Program enables the IRS to forward filing information directly to participating states. As a result, transmitters do not need to create a separate file for those states.
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).

  1. Click Create File.

The program will perform a diagnostic check and will warn you if it detects any invalid data. All errors must be corrected before the file can be created. To correct errors, first print the list of errors, then exit the module, make the necessary changes, then go back to Opening the 1099 e-file Module.

The Data Warning Payer(s)/Form(s) status in Step 2 will still show Not Created Data Errors. However, if you have corrected all of the problems, you should be able to create the file this time. (If not, you will receive another Data Warnings message listing problems that still need to be corrected.)
  1. If there are no errors, the Save dialog will appear. Click Save. It is recommended to save the file in the default location.
    The path and file name are also copied to the clipboard, so that you can later paste them into the appropriate field on the IRIS website. See Copying file name and path to the Windows Clipboard.
  2. The File Created dialog appears. Read it carefully in your program and click OK.
Successfully created (and saved) Payers/Form types will no longer appear in Step 2.
  1. Click Step 3. See 1099 e-filing Step 3: IRS Submittal.

How did we do?

1099 E-Filing Step 1: Inputting Transmitter Data

1099 E-Filing Step 3: IRS Submittal

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