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 boxesPayments of $600+ to independent contractors, direct sales for resale, and federal/state withholding on NEC.
1099-MISC
16 boxesRents, royalties, other income, fishing boat proceeds, medical and health care payments, attorney gross proceeds.
1099-INT
18 boxesInterest income, early withdrawal penalties, tax-exempt interest, bond premium, and foreign tax paid by financial institutions.
1099-DIV
20 boxesOrdinary and qualified dividends, capital gain distributions, Section 897 amounts, liquidation distributions, and foreign tax paid.
1099-R
16 boxesRetirement plan and IRA distributions, distribution codes, capital gain, and employee contributions.
1099-B
9 boxesGross proceeds, cost basis, covered/noncovered security indicators, and withholding on broker transactions.
1099-K
16 boxesGross amounts settled through payment cards and third-party networks, monthly breakdown, and merchant category.
1099-G
12 boxesUnemployment compensation, state and local income tax refunds, taxable grants, and agriculture payments made by governments.
1099-S
4 boxesGross proceeds from real estate closings reported by the person responsible for closing the transaction.
1099-C
7 boxesCanceled debt of $600 or more, identifiable event codes, and fair market value of property surrendered.
1099-A
5 boxesLender acquisitions of secured property and borrower abandonments, principal balances, and property values.
1099-OID
8 boxesOriginal issue discount, other periodic interest, Treasury OID, and investment expenses.
1099-PATR
5 boxesPatronage dividends, nonpatronage distributions, and per-unit retains allocated in money or property.
1099-LTC
4 boxesAccelerated death benefits and long-term care benefits paid under insurance contracts.
1099-Q
3 boxesDistributions from Coverdell ESAs and qualified tuition programs (529 plans).
1099-SA
3 boxesHealth savings account and medical savings account distributions with distribution codes.
1099-CAP
2 boxesCash 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
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
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