The IRS has made tax filing easier with the IRIS Taxpayer Portal, a free, secure, and user-friendly platform for taxpayers and businesses to file, pay, and manage taxes online. Launched in January 2023, the Information Returns Intake System (IRIS) simplifies the process of submitting information returns, such as Forms 1099, for tax years 2022 and beyond. We explores how the IRIS Taxpayer Portal works, its benefits, and how you can use it to stay compliant with IRS requirements.

What is the IRIS Taxpayer Portal?

The IRIS Taxpayer Portal is an online tool provided by the IRS to help taxpayers electronically file information returns. It’s designed for both individuals and businesses, offering a no-cost way to submit forms like the 1099 series, request extensions, and make corrections. The portal is part of the IRS’s effort to modernize tax filing, replacing the older FIRE system while offering a more streamlined experience.

With IRIS, you can file forms directly through the portal or use third-party software via the Application-to-Application (A2A) system for bulk submissions. It supports a wide range of forms, including Forms 1097-BTC, 1098, 1099-A, 1099-B, 1099-MISC, 1099-NEC, and more, covering tax years 2022, 2023, 2024, and 2025. The portal is secure, accurate, and requires no special software for manual submissions, making it ideal for small businesses and tax professionals.

Why Use the IRIS Taxpayer Portal?

The IRIS Taxpayer Portal offers several advantages that make tax filing easier and more efficient. Here’s why you should consider using it:

Free and Accessible Filing

The portal is completely free, eliminating the need for costly tax software for small businesses or individuals. You can access it directly through the IRS website and file forms without additional fees.

Secure and Reliable

IRIS uses ID.me for identity verification, ensuring your data is protected. The platform also allows multi-factor authentication (MFA) to add an extra layer of security, keeping your tax information safe.

Time-Saving Features

You can enter data manually or upload a .csv file for bulk submissions. The portal also allows you to request automatic extensions and make corrections to previously filed forms, saving you time and reducing errors.

Compliance with IRS Regulations

Starting in 2023, businesses with 10 or more information returns must file electronically. IRIS ensures compliance with these regulations, helping you avoid penalties for late or incorrect filings.

How to Use the IRIS Taxpayer Portal

Getting started with the IRIS Taxpayer Portal is straightforward. Follow these steps to file, pay, and manage your taxes online:

1. Access the Portal

Visit the IRIS Taxpayer Portal at https://la.www4.irs.gov/irportal/. Sign in with an existing ID.me account or create a new one. You’ll need to verify your identity using photo identification. For businesses, ensure all authorized users have an ID.me account.

2. Apply for a Transmitter Control Code (TCC)

To file electronically, you need a TCC. Apply for one through the IRIS TCC application. Review the IRIS Application Tutorial for step-by-step instructions. Note that each TCC is specific to IRIS and cannot be used with other IRS systems.

3. File Your Forms

Once logged in, select the “Unsubmitted Forms” tile on the dashboard to start filing. You can manually enter data for forms like 1099-MISC or 1099-NEC or upload a .csv file for bulk submissions. For larger filings (up to 100 MB), use the IRIS A2A system with compatible software.

4. Check Submission Status

After submitting, allow up to 10 minutes for your forms to appear in the notifications section. If your forms don’t show up, check for firewall issues that may block downloads and retry uploading. Contact the IRS help desk at 866-937-4130 if problems persist.

5. Pay Taxes or Request Extensions

Use the IRS Direct Pay feature to make secure tax payments from your checking or savings account. You can also request automatic extensions for eligible forms through the portal, ensuring you meet IRS deadlines.

6. Manage Corrections

If you need to correct a filed form, IRIS allows you to submit amendments directly. This feature helps you stay compliant and avoid penalties for inaccurate submissions.

Supported Forms for 2024 and 2025

The IRIS Taxpayer Portal supports a wide range of information returns. For tax year 2024, you can file forms like:

• 1097-BTC: Bond Tax Credit

• 1098 Series: Mortgage Interest, Contributions, and Tuition

• 1099 Series: Includes 1099-A, 1099-B, 1099-C, 1099-DIV, 1099-MISC, 1099-NEC, and more

• 3921 and 3922: Stock Options and Employee Stock Purchase Plans

• 5498 Series: IRA and ESA Contributions

• W-2G: Gambling Winnings

For tax year 2025, additional forms like 1042-S (Foreign Person’s U.S. Source Income) are supported. Check the IRS website for a complete list of supported forms and updates.

Tips for a Smooth Experience

To make the most of the IRIS Taxpayer Portal, keep these tips in mind:

• Check Firewall Settings: Ensure your company’s firewall allows downloads from IRIS to avoid submission issues.

• Review the User Guide: The IRIS Taxpayer Portal User Guide provides detailed instructions for first-time and experienced users.

• Verify TINs: Use the IRS TIN Matching service before filing to ensure payee information matches IRS records, reducing errors.

• Monitor Deadlines: For tax year 2024, deadlines typically fall on March 31 or April 15. Always check the IRS website for exact dates.

Common Issues and Solutions

The IRS provides a list of known issues and workarounds for the IRIS Taxpayer Portal, updated regularly. For example, if your forms don’t appear after uploading, refresh the page and check the notifications section. If issues persist, contact the IRS help desk Monday through Friday, 7:30 a.m. to 7 p.m. Eastern Time, or use the TTY/TDD line at 866-937-4130.

Benefits for Small Businesses and Tax Professionals

Small businesses benefit from the portal’s free filing option, which reduces the cost of compliance. Tax professionals can use IRIS to manage client filings efficiently, especially with the A2A system for bulk submissions. The ability to file corrections and request extensions directly through the portal also saves time and ensures accuracy.

Conclusion

The IRIS Taxpayer Portal is a game-changer for taxpayers looking to file, pay, and manage taxes online. Its free, secure, and user-friendly design makes it easy for individuals, small businesses, and tax professionals to stay compliant with IRS requirements. By offering features like electronic filing, bulk uploads, and correction tools, IRIS simplifies the tax process and saves time. Whether you’re filing a single Form 1099 or managing multiple returns, the IRIS Taxpayer Portal is your go-to solution for efficient tax management. Start using it today to streamline your tax obligations and avoid penalties.

FAQs

Who can use the IRIS Taxpayer Portal?

Anyone required to file information returns, such as individuals, small businesses, or tax professionals, can use the portal. You need an ID.me account and, for electronic filing, a TCC.

Is the IRIS Taxpayer Portal free?

Yes, the portal is free for all users. You can file forms, request extensions, and make corrections at no cost, making it ideal for small businesses.

What forms can I file through IRIS?

For tax year 2024, you can file forms like 1097-BTC, 1098, 1099-A, 1099-MISC, 1099-NEC, 3921, 3922, 5498, and W-2G. Additional forms, like 1042-S, are supported for 2025.

How do I fix errors in my submission?

Use the IRIS Taxpayer Portal to submit corrections for previously filed forms. Follow the instructions in the user guide to ensure accurate amendments.