Prepare Form 1097-BTC returns, import Excel or CSV records, check bond tax credit information, print recipient copies, and create CSV files for the free IRS IRIS Taxpayer Portal.
Includes Form 1097-BTC and other supported IRIS forms. Annual software licenses start at $149.
Prepare Form 1097-BTC using our Windows software and upload through the IRS IRIS Taxpayer Portal, or ask ERICH about managed e-filing. Software purchases and filing services are separate.
For bond issuers and credit distributors preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 1097-BTC returns.
Ask about a managed Form 1097-BTC filing. Eligibility, form type, tax year and record volume determine pricing.
Software: Each recipient form generated for an IRIS CSV filing file counts toward your license allowance; IRS portal file limits are separate. See counting examples. Managed filing: The posted $300 flat-fee tiers on our e-filing pricing page apply to eligible 1099-NEC returns; other form types are quoted individually.
Prepare returns for tax-credit bond issuers or those distributing credits. Keep your bond identifier, issuer or distributor information, annual credit totals, and monthly credit amounts together when reviewing your Form 1097-BTC records.
Form 1097-BTC software is designed for bond issuers and credit distributors. Instead of manually building every return from scratch, work from bond identifiers, credit allocations and issuer information, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect bond identifiers, credit allocations and issuer information. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to credit allocation amounts and relevant monthly reporting fields. Other fields may be required depending on the tax year and the specific transactions being reported.
Use supported Excel or CSV imports, inspect recipient information, and address reported validation issues before generating final files. Your working records stay local during software preparation.
Create the IRS IRIS Taxpayer Portal CSV output supported for Form 1097-BTC. Upload it using your authorized IRS access and check the IRS result; buying the Windows license does not itself transmit returns.
Make sure your filing year and records are supported, especially if you have special transactions or need to file corrections. Try the application with sample data first, and verify that its output matches your requirements.
Download Windows SoftwareView Excel & CSV TemplatesYes. The 1099ERICH Windows software includes the supported Form 1097-BTC preparation workflow. Download it to review the interface and supported fields before purchasing.
The Windows program supports specified Excel and CSV import formats. For Form 1097-BTC, prepare and review bond identifiers, credit allocations and issuer information using the supported import template; confirm your tax-year format and required fields.
For bond tax credits, review credit allocation amounts and relevant monthly reporting fields. Check the IRS instructions for the filing year and reconcile amounts to your original records.
No. The Windows software prepares supported IRS IRIS Taxpayer Portal files. You submit through your authorized portal account and review the IRS acknowledgment, or request a separate managed filing service.
The Starter license costs $149 for up to 1,000 records; Business costs $249 for up to 5,000 records. Both include the same supported IRIS forms and preparation tools. Managed filing is a separate service quoted by form and scope.