IRS Free File for 1099s: A Simple Way to File Smarter

Are you interested in seeing what the ‘IRS Free File’ option for 1099 filing is all about? Check out the webinar or follow the steps below. The IRS Free File program is a great resource.

If you do wish to get registered for the ‘IRS Free File’ option, please do so ASAP, as it may takes 1-2 months to get approved (and your Transmitter Control Code [TCC] mailed to you in a letter).

Therefore, if you plan to use it to file 1099 forms for the 2024 tax year, YOU MUST REGISTER NOW! It is good for two years if you don’t use it, so you can choose to use it this year, or explore with it this year, or simply have it as a backup plan (Greenshades is still an option for you too).

Here are some guided steps to help with the registration process:

To get started, click on the ‘ACCESS IRIS application for TCC’ button in this link.

• NOTE: Optional to download the tutorial document in the link above, or directly from here: Publication 5903

1. 1. Sign in with ID.me (or create a new ID.me account)
   2. In the ‘Select Your Organization’ window, click on the ‘Individual’ button.
   3. In the ‘External Services Authorization Management’ window, click on the NEW APPLICATION button and select ‘IRIS Application for TCC (Information Return Intake System (IRIS)’.
   4. In the ‘Firm Information’ window, fill out the Business name, address, phone etc for your Company.
   5. In the ‘Application Details’ window, in the ‘Role section in the middle, click ADD.
      • Add a role for the ISSUER type.  Continue.
      • In the same window in the ‘Form(s)’ section at the bottom, mark the Transmission Method for PORTAL.
      • 
   6. In the ‘Authorized Users’ window, click ADD.
      • Add 2 users with the Role of ‘Responsible Official’.  These should be the people that can approve a Terms Of Agreement contract.  (only add 2)
      • Then add the same 2 users again with the ‘Contact’ role.  (Add as many contacts as you would like. You can add 2-50 contacts,)
      • Note: the same two users will be listed twice.  (One with the Responsible Official role and one as a Contact.)
   7. In the ‘Application Summary’ window, review the data.  Use the tabs along the top if you need to drill in to change any information. Notice the TCC section at the bottom (this is where the code will be when your application is  approved.)  Click Continue.
   8. In the ‘Application submission and Terms of Agreement’ window, each Responsible Official will need to log in to their account, and enter the PIN # they set up and mark the checkbox to accept the Terms of Agreement, and click SUBMIT.
   9. You should receive a letter within 45 days that includes your Transmitter Control Code (TCC). Or log in and you should see it at the bottom of the window in step 7 above.  If a code is there, then it has been approved and you are set with the registration process.
   10. Then when you are ready to file, you can log in and either hand-key your 1099’s in or you can upload a file (up to 100 in a file) to the site and submit. If you wish to use a template, we can help you to set up a Smartlist where you can export the data from Dynamics GP. Look for more information/webinars available in the Dec/Jan timeframe on the actual submission process.

Don’t forget that the IRS Free File option allows you to handle multiple 1099 filings efficiently.

If you get registered now, please let us know so we can be sure that you receive any additional information we share on this process.

Boost Your Productivity

We encourage everyone to take advantage of the IRS Free File registration while it is available.

Please bookmark these links to see our upcoming webinars, or view any past webinars:

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