Prepare Form 3922 records in the 1099ERICH Windows software. Import supported Excel or CSV data, review certain transfers of stock acquired through employee stock purchase plans, and create filing output for the free IRS IRIS Taxpayer Portal.
Prepare Form 3922 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 corporations administering ESPPs preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 3922 returns.
Ask about a managed Form 3922 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 companies administering employee stock purchase plans. Employee stock purchase plan transfers are different from incentive-stock-option exercises reported on Form 3921.
A corporation administers an employee stock purchase plan and records the first transfer of shares acquired under the qualifying plan. It needs the grant, exercise and transfer data for the employee.
Form-specific check: A Form 3922 event is not the incentive-stock-option exercise reported on Form 3921. Review exercise price and required fair-market-value dates carefully rather than copying a payroll compensation summary.
Before importing: Use the plan administrator’s transfer records to validate the reportable ESPP transaction details.
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 3921 →
Form 3922 software is designed for corporations administering ESPPs. Instead of manually building every return from scratch, work from employee stock purchase plan share-transfer records, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect employee stock purchase plan share-transfer records. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to grant, exercise and transfer dates with per-share values. 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 3922. 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 3922 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 3922, prepare and review employee stock purchase plan share-transfer records using the supported import template; confirm your tax-year format and required fields.
For employee stock purchase plan transfers, review grant, exercise and transfer dates with per-share values. 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.
