35 dedicated form pages
Software pages for every 1097-BTC, 1098, 1099, 3921, 3922, 5498 and W-2G form in this IRIS workflow.
Each form below has its own page targeting the way businesses actually search—for example, “1099-MISC software,” “1099-NEC software,” “1099-INT software,” and “1098-T software.”
Mortgage, education, donation, penalty, and annuity information returns
1098 Series
Payment, investment, retirement, real estate, digital asset, and other information returns
1099 Series
1099-AAcquisition or Abandonment of Secured Property1099-BProceeds From Broker and Barter Exchange Transactions1099-CCancellation of Debt1099-CAPChanges in Corporate Control and Capital Structure1099-DADigital Asset Proceeds From Broker Transactions1099-DIVDividends and Distributions1099-GCertain Government Payments1099-INTInterest Income1099-KPayment Card and Third Party Network Transactions1099-LSReportable Life Insurance Sale1099-LTCLong-Term Care and Accelerated Death Benefits1099-MISCMiscellaneous Information1099-NECNonemployee Compensation1099-OIDOriginal Issue Discount1099-PATRTaxable Distributions Received From Cooperatives1099-QPayments From Qualified Education Programs1099-QADistributions From ABLE Accounts1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.1099-SProceeds From Real Estate Transactions1099-SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA1099-SBSeller's Investment in Life Insurance Contract
Employee stock option and stock purchase plan reporting
Forms 3921 & 3922
IRA, education savings, ABLE, and medical savings contribution reporting
5498 Series
IRIS changes over time: Form availability, tax-year support, CSV templates and required fields can change. The IRS currently lists these form families for IRIS, but always confirm the exact tax year and current filing instructions before filing.
One desktop workflow across many information returns.
Import, validate, print recipient copies, split large recipient lists into upload-sized files, and keep the normal preparation workflow on your own computer.