IRIS Taxpayer Portal Helpful Hints
The CSV file formatting guidelines are provided on the Taxpayer Portal. On the dashboard click the Upload CSV with Form Data tile, then on the right side of the next page under FAQ, #8 has the template formatting guidelines. You may download the formatting guidelines for each form you need to file.
Tips for troubleshooting CSV errors are provided in Publication 5717 (Rev. 9-2024).
Confirm the file is saved as a CSV file. After uploading, the file a blue box should appear with the title ‘Current Uploaded File’. The blue box will include the name of your file. If your file is not listed, please refresh your page and try uploading again. If your name is in the blue box and there are no issues, the ‘Start’ button will turn blue to indicate it is active.
Refresh your page, then go to the Taxpayer Portal dashboard, select the Unsubmitted Forms tile to see if your forms were uploaded. If the forms were not uploaded, please retry uploading the file before calling the Help Desk.
Please allow up to 10 minutes for the download to show in the notifications page.
Before calling the help desk, confirm your company does not have an internal firewall blocking external downloads. You may need to check with your IT department. If your company has a firewall, ask them to allow downloads from IRIS.
IRIS provides the current version of PDF recipient copies. Updates to some of the continuous use forms removed the issuer/payer copy.
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 into 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:
- Apply for an IRIS A2A Transmitter Control Code (TCC)
- Get an API Client ID
- Get a schema package
- 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.
Email updates
Get updates on issues, changes and working group meetings about IRIS.
IRIS help
Get support with IRIS:
Help desk
Call Mon. – Fri. 7:30 a.m. – 7 p.m. Eastern time.
- Toll-free: 866-937-4130
- International: 470-769-5100
- TTY/TDD: 866-937-4130. Use your choice of relay.
Working group meetings
Find meetings and notes for A2A developers, transmitters and state agencies.