File your clients' 1099s without the spreadsheet chaos

A dedicated e-file workspace for tax preparers: enter payers and recipients once, validate everything up front, and export IRIS-portal-ready CSV files — one per form type.

Built for tax preparers · 17 1099 form types · Per-form credit pricing · Start with 10 free credits

1. Set up the payer

Enter the client EIN or SSN, business name, address, and contact details once. Reuse them for every filing season.

2. Add recipients and amounts

Pick a 1099 form type, enter the recipient, and fill the boxes. Built-in checks flag missing or malformed entries before you export.

3. Validate and export

Review the filing, fix any flagged issues, and download CSVs formatted for upload through the IRS IRIS Taxpayer Portal — one file per form type.

Supported 1099 forms

Every form type below has full box-level definitions, validation rules, and its own IRIS-portal CSV export.

1099-NEC

5 boxes

Payments of $600+ to independent contractors, direct sales for resale, and federal/state withholding on NEC.

1099-MISC

16 boxes

Rents, royalties, other income, fishing boat proceeds, medical and health care payments, attorney gross proceeds.

1099-INT

18 boxes

Interest income, early withdrawal penalties, tax-exempt interest, bond premium, and foreign tax paid by financial institutions.

1099-DIV

20 boxes

Ordinary and qualified dividends, capital gain distributions, Section 897 amounts, liquidation distributions, and foreign tax paid.

1099-R

16 boxes

Retirement plan and IRA distributions, distribution codes, capital gain, and employee contributions.

1099-B

9 boxes

Gross proceeds, cost basis, covered/noncovered security indicators, and withholding on broker transactions.

1099-K

16 boxes

Gross amounts settled through payment cards and third-party networks, monthly breakdown, and merchant category.

1099-G

12 boxes

Unemployment compensation, state and local income tax refunds, taxable grants, and agriculture payments made by governments.

1099-S

4 boxes

Gross proceeds from real estate closings reported by the person responsible for closing the transaction.

1099-C

7 boxes

Canceled debt of $600 or more, identifiable event codes, and fair market value of property surrendered.

1099-A

5 boxes

Lender acquisitions of secured property and borrower abandonments, principal balances, and property values.

1099-OID

8 boxes

Original issue discount, other periodic interest, Treasury OID, and investment expenses.

1099-PATR

5 boxes

Patronage dividends, nonpatronage distributions, and per-unit retains allocated in money or property.

1099-LTC

4 boxes

Accelerated death benefits and long-term care benefits paid under insurance contracts.

1099-Q

3 boxes

Distributions from Coverdell ESAs and qualified tuition programs (529 plans).

1099-SA

3 boxes

Health savings account and medical savings account distributions with distribution codes.

1099-CAP

2 boxes

Cash and property received by a shareholder when a corporation changes control or structure.

CSV first, approval-free

The IRIS Taxpayer Portal accepts CSV uploads per form type — no A2A channel approval required. XML export for the A2A path is included for when your firm needs it.

IRIS portal CSV

One CSV per form type with a consistent payer/recipient block and one column per box, ready for IRIS portal upload.

A2A-style XML

An IRIS-convention XML submission for firms that later move to application-to-application transmission.

Validation built in

TIN formats, required boxes, currency parsing, and state codes are checked before you can export a file.

Per-form pricing, no surprises

One credit is one recipient form. Monthly plans include credits; add packs when 1099 season spikes. Every account starts with 10 free credits.

Starter

Solo preparers with a small 1099 book.

$19/month

50 1099s/mo (1 seat)

  • 50 1099s per month
  • 1 seat
  • All 17 supported 1099 form types
  • IRIS portal CSV export
  • A2A-style XML export
Start with Starter
Most popular

Pro

Growing firms filing for many clients.

$49/month

250 1099s/mo (3 seats)

  • 250 1099s per month
  • 3 seats
  • Everything in Starter
  • Credit packs for seasonal spikes
  • Filing archive across seasons
Start with Pro

Firm

Multi-preparer firms with volume filings.

$99/month

1000 1099s/mo (10 seats)

  • 1,000 1099s per month
  • 10 seats
  • Everything in Pro
  • Priority support
  • Early access to transmission features
Start with Firm