IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Correct formatting for an IRIS file

January 30, 2024
January 30, 2024

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Q. Is there an IRIS test system for submitting 1099 forms, similar to the one FIRE currently has? If not, how do you know if the formatting is correct when submitting the file? A. (Answered by IOFM's third-party tax experts) The basic IRIS Portal filing system does not require a test file.  You download the CSV file template for the type of 1099 you'll be filing; input your information; then go to the Review page where in addition to you reviewing your data the system will identify errors and…

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