Prepare Form 1099-SB records in the 1099ERICH Windows software. Import supported Excel or CSV data, review reportable policy transfer and surrender information, and create filing output for the free IRS IRIS Taxpayer Portal.
Prepare Form 1099-SB 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 life insurers and policy administration teams preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 1099-SB returns.
Ask about a managed Form 1099-SB 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.
For life-insurance issuers involved in reportable policy transfers. Coordinate 1099-SB with related reportable policy sale records; it is not interchangeable with acquirer Form 1099-LS.
A life insurance issuer is notified that a policy was transferred in a reportable policy sale. It needs to determine the issuer-specific information to report about the policy and investment in the contract.
Form-specific check: Form 1099-SB is filed by the issuing company in applicable transactions; Form 1099-LS is generally associated with the acquirer’s reporting. Do not use an ordinary life-insurance payout statement as a substitute.
Before importing: Verify policy references, the investment-in-contract data and transfer information against the issuer’s records.
Prepare your filing data with the software, then submit an eligible CSV through the free IRS IRIS Taxpayer Portal using your own IRIS account. The IRS does not charge a portal filing fee.
IRS IRIS filing information ↗Prefer not to upload the filing yourself? Call ERICH to arrange e-filing on your behalf.
Call 608-444-6575Download Windows Software ↓ Installation help Compare with Form 1099-LS →
Form 1099-SB software is designed for life insurers and policy administration teams. Instead of manually building every return from scratch, work from policy and reportable-transfer records, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect policy and reportable-transfer records. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to policy investment in contract and transfer information. 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 1099-SB. 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 1099-SB 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 1099-SB, prepare and review policy and reportable-transfer records using the supported import template; confirm your tax-year format and required fields.
For life insurance policy transfers, review policy investment in contract and transfer information. 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.