E-file information returns with IRIS

 

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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:

  1. Apply for an IRIS A2A Transmitter Control Code (TCC)
  2. Get an API Client ID
  3. Get a schema package
  4. 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:

A2A and Taxpayer Portal

  • Tax year 2024: Forms 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-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 and W-2G.
  • 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.

    For the Taxpayer Portal only, these additional forms may be filed: Forms 1097-BTC, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 3921, 3922, 5498, 5498-ESA, 5498-SA and W-2G.
     
  • 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.

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.

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.

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Page Last Reviewed or Updated: 09-Dec-2024