What kind of organization is preparing information returns?
Choose the filer type that best matches your organization. The tool will show forms commonly worth reviewing and link directly to the exact template, validator, error guide, and software page.
Choose your organization or reporting role
This tool narrows your research. It does not determine that you legally must file a form.
Know the transaction but not the filer category?
Use the Which Form Do I Need? tool instead. It starts with the payment, account, or transaction rather than the organization type.
Final filing decisions depend on the current IRS instructions, reporting thresholds, exceptions, recipient facts, and tax year. See the IRS Guide to Information Returns.
Move from a free check to the complete 1099ERICH workflow.
The free tools help diagnose individual filing problems. 1099ERICH is the $299 Windows desktop workflow for importing CSV or Excel data, validating records, printing recipient copies, and creating IRIS-ready CSV files.