File your Delaware 1099s as IRIS XML

Intro 0:00

In this video, you'll create your Delaware 1099-NEC IRIS XML file with the Export Wizard in W2 Mate. Delaware takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps. Delaware wants a 1099-NEC for every Delaware resident and for work done in Delaware by nonresidents.

What goes into the 1099-NEC IRIS XML file 0:26

Here's the 1099-NEC, and the IRIS XML that W2 Mate writes for it. Box 1a, nonemployee compensation, becomes NonemployeeCompensationAmt. Boxes 5, 6 and 7 become the state group: DE, your Delaware state ID number, the state tax withheld and the state income. The recipient's tax ID goes in with its type. So in W2 Mate, type each one with its dashes: SSN as xxx-xx-xxxx, EIN as xx-xxxxxxx. That's how the file gets the right TIN type and goes through.

Before you start: set Box 6 to DE 1:08

Before you start, make sure Box 6 on every 1099-NEC you're filing with Delaware is set to DE. To be safe, open Tools > Other Recipient / 1099 Tools > Update Box 6 (State, Payer's state #) for multiple 1099-NEC recipients. Pick DE, and enter your Delaware withholding account number, if you have one.

Open the IRIS XML Export Wizard 1:33

Then start the wizard from the E-Filing menu. Point to 1099 IRIS XML Format (For State Upload), then click Export 1099-NEC Data as IRIS XML File.

Step 1: Payer 1:48

Step 1 shows the payer — the business that issues the forms. Check the name, tax ID and address. To fix something, click Review / Edit Payer. Here you can update the payer's TIN type and number, the name and the address. Click OK when you're done. Then tick the box to confirm, and click Next.

Step 2: Transmitter 2:10

Step 2 shows the transmitter, who sends the file, and the contact person Delaware will reach if there's a problem. To change any of it, click Edit Transmitter. This screen has who's sending the file, the company address for letters from the state, and the contact person. Click OK. Then click Next.

Step 3: Recipients (select Delaware) 2:32

Step 3 lists everyone who gets a 1099-NEC. Checked recipients go into the file. Delaware wants every Delaware resident and every payment with a Delaware source. With Box 6 set to DE on those forms, choose DE in the Box 6 state list and click Select Only This State. To double-check, choose DE in the Address state list. Every recipient with a Delaware address should already be checked. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.

Step 4: Output file 3:09

Step 4 is where the file is saved. Click Browse to pick a different folder. Leave the testing box unchecked for your real filing, and click Finish.

File created: check the totals 3:20

W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 Delaware forms and the Delaware tax withheld. Click Copy Path, so you can find the file on the upload page.

Upload to DE Delaware Taxpayer Portal 3:35

Now log in to the Delaware Taxpayer Portal, find the 1099 upload, and choose the IRIS XML option when the portal offers it. Delaware is moving its 1099 uploads to the IRS XML format, so if you don't see that option yet, contact them before you upload. Keep the confirmation for your records. If there are errors, fix them in W2 Mate and upload again. 11 or more W-2s and 1099s in total must be filed electronically through the portal. The file is due January 31, and your filing isn't complete until Delaware accepts it. For help, email the Delaware Division of Revenue at dor_w2_1099@delaware.gov. That's it. Your Delaware 1099-NEC IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.