1099 information returns • IRS IRIS

1099 IRIS software with straightforward pricing.

Prepare more information returns in less time. Import Excel or CSV, validate records, print recipient copies, and create IRS IRIS CSV files for upload through your own free IRS portal account.

Many 1099, 1098, W-2G and related forms in one program
Create IRIS portal CSV batches of up to 250 records per file
Choose your record allowance—every plan includes the same software tools

Choose a Plan See Supported Forms Free Trial

One Windows program, two fixed-price licenses for up to 5,000 records, with custom quotes for larger volumes.

1099ERICH Windows software dashboard showing IRIS filing and data preparation

Simple annual pricing

Choose Your Plan

Options for supported IRS IRIS forms and CSV import tools.

Starter

Up to 1,000 records

$149

All supported IRIS forms and CSV import tools.

Buy Starter — $149

BEST VALUEBusiness

Up to 5,000 records

$249

All supported IRIS forms and CSV import tools.

Buy Business — $249

Custom

Over 5,000 records

Quote

Tell us the record allowance you need.

Call for Quote

One record is one recipient form included in a created IRIS CSV filing file. The 250-record portal CSV size is separate from your license allowance. See counting examples.

Free resources · No software purchase required

Free IRS IRIS CSV preparation tools

Use these browser tools for one step of your filing workflow before choosing a Windows software license.

Free IRIS CSV validatorCheck CSV headers and selected data-format issues before an IRIS portal upload. Free IRIS CSV splitterSplit eligible portal CSV data into 250-record batches. IRIS CSV template libraryFind CSV preparation examples and form-specific templates. FIRE-to-IRIS migration checkerReview legacy file structure and steps to prepare for IRIS; not an automatic converter.

THREE SIMPLE STEPS

Try the software. Choose a license. Register.

Try Now

Download the Windows installer and test the software using sample information. You do not need to send your tax data to us.

Download / Try Now →

Select your license

Choose Starter ($149) or Business ($249) and continue to secure checkout. Each software product is purchased and activated separately.

Compare plans and purchase →

Register and prepare files

After payment, follow the instructions on the order confirmation page for registering your Windows installation. Enter the Machine ID where requested.

Call 608-444-6575 →

Keep Social Security numbers and recipient files on your computer. Do not email tax data when requesting an order or passcode.

RECORD ALLOWANCE EXPLAINED

What counts toward your license?

One record = one filing form for one recipient.

A return included when you create an IRIS CSV filing file counts toward your license allowance. Records across supported form types and payers share the same total allowance.

Example: 800 total records

600 Forms 1099-NEC plus 200 Forms 1099-MISC = 800 records. This is within the 1,000-record Starter license. They produce separate CSV batches for each form type.

250 records per CSV file is not a license tier.

A 1,000-record license can generate multiple portal-ready CSV files, up to 250 records per file where supported. You upload them yourself using your IRS IRIS Taxpayer Portal account.

Re-exports and corrections: Their effect on your record allowance has not yet been confirmed for the current Windows build. Call 608-444-6575 or email us before purchasing if you expect to regenerate or correct filings.

✓ Import Excel or CSV✓ Validate returns✓ Print recipient copies✓ Create portal CSV files

Every information-return form

Find the form you need in 1099 IRIS software.

Browse the full information-return form list below. Select a form to see its software features, filing details, and screenshot. Every IRIS software plan includes the same supported forms and tools; you choose the record allowance that fits your filing volume.

These 35 form pages cover the 1099 IRIS information-return software catalog. For ACA Forms 1095-B/1095-C and employee Form W-2, see their separate software programs. View all software programs →

Import Excel or CSV

Bring your payer and recipient records into 1099ERICH instead of retyping them.

Validate the Returns

Review the data and catch formatting or required-field issues before creating filing files.

Print Recipient Copies

Print Copy B and other recipient forms.

Create IRIS CSV Files

Create portal-ready CSV batches of up to 250 records.

Upload Through the IRS Portal

Upload CSV files through the free IRS portal.

Frequently asked questions

1099 IRIS software: frequently asked questions

Quick answers about software plans, CSV files, and using the IRS IRIS Taxpayer Portal.

Is the IRS IRIS Taxpayer Portal free?

Yes. The IRS describes the IRIS Taxpayer Portal as a free, web-based filing system. To use your own portal account, you apply for IRIS access and an approved IRIS Transmitter Control Code (TCC).

What does 1099ERICH software do?

1099ERICH imports Excel or CSV data, validates information returns, prints recipient copies, and creates IRIS-ready CSV batches for you to upload through the free IRS IRIS Taxpayer Portal.

How many records can 1099ERICH put in an IRIS CSV file?

For the 2026 filing season, IRS guidance allows up to 250 records in a CSV file. The Taxpayer Portal accepts one form type per CSV file, and you may upload as many CSV files as needed. Always verify current IRS guidance before filing.

Does 1099ERICH transmit directly to the IRS?

No. 1099ERICH prepares and validates the CSV files. You upload the files through your own free IRS IRIS Taxpayer Portal account.

How do I submit my CSV files?

Sign in to your own IRS IRIS Taxpayer Portal account and upload the CSV files prepared by 1099ERICH. You need approved IRIS Taxpayer Portal access and a TCC.

Which forms does 1099ERICH support?

The 1099 IRIS software covers the information-return forms listed above, including the 1097-BTC, 1098, 1099, 3921, 3922, 5498 and W-2G families. Select any form above for details. ACA Forms 1095-B/1095-C use our separate ACA software and IRS AIR; employee Form W-2 uses our separate W-2 software and SSA filing.

What uses my IRIS record allowance?

Each recipient information return included in generated IRIS CSV output counts as a filing record. Form types and payer companies share the purchased allowance. For example, 600 Forms 1099-NEC and 200 Forms 1099-MISC use 800 of your record allowance. See the counting examples. Contact us about repeated exports or corrections before ordering.

Know what you are buying

1099 IRIS Windows desktop software: product details

Import Excel/CSV, review records and create files for your own IRS IRIS portal upload. The Starter and Business licenses differ by total record allowance; both use the same supported forms.

Platform: Windows desktop download
License activation: After successful checkout, follow the order confirmation instructions; each purchased software product is activated separately using its Machine ID where applicable
Payment: Secure WooCommerce checkout using the listed product SKU; payment is collected using the store checkout
Current filing-year readiness: Confirm the exact release and government output format before submitting an official return

Check download and trial information · Read software terms · Contact support

1099ERICH Form 1099-NEC software screen showing a genuine example from the IRIS product — Actual interface example. Screens for other IRS forms differ by form and release.

1099 IRIS software with straightforward pricing.

Choose Your Plan

Up to 1,000 records

Up to 5,000 records

Over 5,000 records

Free IRS IRIS CSV preparation tools

Try the software. Choose a license. Register.

What counts toward your license?

Find the form you need in 1099 IRIS software.

1097-BTC — Bond tax credit

1098 Series — Mortgage, education & other payments

1099 Series — Information returns

Forms 3921 & 3922 — Equity plans

5498 Series — Retirement & savings

Form W-2G — Gambling winnings