1099 E-Filing: IRIS CSV Portal Combined Fed/State filing

Suzette Ciplickas Updated by Suzette Ciplickas

CFS Payroll System does not support Combined Fed/State filing in FIRE. However in IRIS, after uploading the CSV file to IRIS, the user can manually edit the Unsubmitted Forms to specify Combined Fed/State filing if they wish.

Note however, that if the filer has many 2025 forms, it may be much easier to file directly to the state than on the IRIS website. This is because for most states, Payroll System’s 1099 E-file module (in Steps 4 and 5) can easily create single files which may include multiple clients and large quantities of Information Forms (which you would then upload to your state). It’s also easier to get confirmation of success from most state(s)

Combined Fed/State filing requires that the user knows the state requirements (which forms, when is direct filing required, etc.). CFS support cannot help determine these requirements; you must contact the appropriate state agency and view 1099 E-Filing: 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).

The following table provides the participating states in the CF/SF Program. Each state’s filing requirements are subject to change by the state. It is the filer’s responsibility to contact the participating state(s) to verify their criteria and special data entry requirements.

To manually edit the unsubmitted forms after they are uploaded:

  1. From the IRIS Dashboard, click View Unsubmitted Forms.
  2. From the list of forms, click the link under Status.
  3. Scroll down the Review and Confirm screen to the Payment area, and click “Edit” as follows:
  4. Scroll down to Combined Federal/State Filing (CF/SF) and mark the checkbox.
  5. Checkmark all states that apply to this Information Form. Be sure you know your state rules; even if your state has a checkbox on IRIS, in various cases, the state might require direct e-filing as well.
    To continue, click NEXT.
  6. Scroll down and click Next on the following screen as well.
  7. On the last screen, scroll down until you see the last choices as illustrated below. Although you may choose to “Submit” this form independently, most users will choose to go back to the Unsubmittted Forms page (to continue selecting more forms to mark for state efiling), repeating Steps 2-7 of this Help Article for each form. Choose Unsubmitted Forms:
  8. After you have added all your state checkmarks (instructed above) on each desired Form, to continue your process towards uploading your file, return to Step 9 of the IRIS Navigation help article: 1099 E-Filing: Navigating IRIS CSV Portal Website
    Confirm with the state that your submission was received. CFS cannot assist with any state confirmation process

    (Note that IRIS does not start sending files to the states until early in April.)
The IRS IRIS Help Desk phone number is 1-866-937-4130 and is available Monday through Friday 7:30am – 7pm, ET.

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1099 E-Filing: Checking file status

1099 E-Filing: Navigating IRIS CSV Portal Website

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