1
Complete a sample file
Start with a CSV or Excel layout and enter payer and recipient data.
1097-BTC, 1098, 1099, 3921, 3922, 5498 and W-2G software
1099 Software for IRS IRIS Filing
Import IRS CSV or Excel files on your Windows PC, validate information-return data, print recipient copies, and create upload files for the IRS IRIS Taxpayer Portal.
✓Windows Desktop Software✓Data Stays on Your PC✓ERICH Incorporated✓608-444-6575
Popular filing software
Choose the form you need to prepare.
Start with one of the most commonly searched information-return forms, or browse the complete 1099ERICH software directory.
A safer local workflow
One software program. Six clear steps.
Prepare the source file once, re-import until it is clean, produce recipient copies, and create the upload files automatically.
2
Import and validate
Find missing fields and formatting errors before printing or filing.
3
Print Copy B
Create paper or PDF output with masked SSNs and recipient instructions.
4
Create 250-record files
1,000 recipients become four validated CSV upload files.
5
Upload to IRIS
Use your own ID.me account and IRIS TCC to upload directly.
6
Or book e-file help
No IRIS access? Schedule a separate assisted filing appointment for $399.
Correct the source, not the portal
Import, review, correct and repeat until there are no errors.
Validate the import, fix flagged fields in your CSV or Excel source file, and re-import until the data is clean.
- ✓Keep one controlled source file
- ✓Find problems before you print recipient copies
- ✓Re-import as many times as needed
- ✓Create IRIS files only after validation is clean
ImportCSV or Excel
→
ValidateReview the report
→
CorrectEdit the source
Clear the imported data and repeat until the report shows no errors.
Recipient delivery
Print the address on one side and Copy B with instructions on the other.
Print directly to paper or create a duplex-ready PDF. Recipient SSNs are masked on the printed copy. Take the PDF to a print shop or use your own duplex printer.
- ✓Masked recipient SSNs
- ✓Mailing address side
- ✓Copy B and instructions on reverse
- ✓PDF output for print-shop production
Mailing side
Copy B side
Recipient TIN: ***-**-1234
1099ERICH File Export1,000 recipients
Validated recipient data
1,000 records
1,000 records
↓
Upload File 1Records 1–250
Upload File 2Records 251–500
Upload File 3Records 501–750
Upload File 4Records 751–1,000
Automatic file splitting
Tell the software once. It creates every 250-record file.
The software determines how many CSV files are needed, names the files in sequence and validates the exported records before you upload them.
4 CSV upload files
Important: The IRS currently allows up to 250 records in one CSV upload file, while its portal may handle final submission in smaller groups. Always follow the current on-screen IRIS instructions.
Popular information returns
Support for 1098, 1099, 3921 and 3922 forms.
Use the forms page to review the supported form families and confirm the tax year you need before purchasing.
1098 SeriesMortgage and education returns
1099 SeriesPopular information returns
Form 3921Incentive stock option exercise
Form 3922Employee stock purchase transfer
No ID.me account or IRIS TCC?
Book an assisted IRIS e-file appointment for $399.
Prepare and validate every CSV file before the Google Meet. ERICH Incorporated signs in using its authorized transmitter access, remains present while you select and upload the files from your computer, signs out after the session, and forwards the IRS results when available.
Credentials are never shared. Your files remain on your computer until you upload them to the IRS portal during the appointment.
Separate service
$399
Scheduled assisted filing appointment
- ✓Google Meet setup
- ✓Authorized ERICH transmitter sign-in
- ✓Guided upload of prepared CSV files
- ✓IRS results forwarded when available
Form-specific software pages
Find the exact information return you need.
Dedicated pages explain the workflow for high-volume searches such as 1099-MISC software, 1099-NEC software, 1099-INT software, 1099-R software, 1098-T software and more.
1099ERICH blog
Practical filing and software guides.
Learn how structured imports, validation and form-specific workflows can help organize information-return preparation.
1099-MISC1099-MISC software guideImport, validate, print and prepare filing files.1099-NEC1099-NEC software guideBatch contractor reporting without one-at-a-time entry.1098-T1098-T software guideOrganize tuition statement data for filing.W-2GW-2G software guideManage gambling winnings returns in batches.
Prepare recipient copies and IRIS files without emailing SSNs.
Buy the Windows desktop software for $299 or download the sample layouts first.