W2 Mate · IRIS XML Export Wizard

File your Indiana 1099s as IRIS XML

Step-by-step videos: create the IRIS XML file in W2 Mate, then upload it to Indiana DOR's INTIME site.

1099-NEC1099-MISC only with IN withholding1099-INT only with IN withholding1099-DIV only with IN withholding1099-R1099-B only with IN withholding1099-K only with IN withholding

By the Real Business Solutions support team · Updated November 8, 2026

Upload to

INTIME

intime.dor.in.gov · All Actions › Payments & Returns › the bulk file upload (Upload bulk WH-3 file); files over 10 MB go through SFTP

Due

January 31

Every 1099 (next business day if a weekend)

Required

Any 1099 with Indiana state or county tax withheld

Need help?

317-232-2240

Indiana Department of Revenue · Bulkfiler@dor.in.gov

1099-NEC

1099-NEC IRIS XML file for Indiana

Chapters

Read the transcript

Intro 0:00

In this video, you'll create your Indiana 1099-NEC IRIS XML file with the Export Wizard in W2 Mate. Indiana takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps. Indiana wants a 1099-NEC when it reports Indiana state or county tax withheld.

What goes into the 1099-NEC IRIS XML file 0:25

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: IN, your Indiana withholding 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 IN 1:07

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

Open the IRIS XML Export Wizard 1:32

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 1:47

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 2:09

Step 2 shows the transmitter, who sends the file, and the contact person Indiana 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 Indiana) 2:32

Step 3 lists everyone who gets a 1099-NEC. Checked recipients go into the file. With Box 6 filled in, choose IN in the Box 6 state list, and click Select Only This State. That picks every form that reports Indiana. You can also choose IN in the Address state list, to select every recipient with an Indiana address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.

Step 4: Output file 3:04

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 3:15

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

Upload to Indiana's INTIME 3:30

Now log in to INTIME, Indiana's tax website. On the All Actions tab, under Payments & Returns, look for the bulk file upload (Upload bulk WH-3 file) and choose your IRIS XML file. Not sure which one? Call the Indiana Department of Revenue. If there are no error messages, the file went through, and INTIME gives you a confirmation number. Keep it for your records. If there are errors, fix them in W2 Mate and upload again. To correct a file you already sent, upload a new, complete file, at least one business day after the first one. The file is due January 31, and your filing isn't complete until Indiana accepts it. For help with INTIME, call the Indiana Department of Revenue at 317-232-2240. That's it. Your Indiana 1099-NEC IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.

1099-R

1099-R IRIS XML file for Indiana

Chapters

Read the transcript

Intro 0:00

In this video, you'll create your Indiana 1099-R IRIS XML file with the Export Wizard in W2 Mate. Indiana takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps. Indiana wants a 1099-R when it reports Indiana state or county tax withheld.

What goes into the 1099-R IRIS XML file 0:25

Here's the 1099-R, and the IRIS XML that W2 Mate writes for it. Boxes 1 and 2a become GrossDistributionAmt and TaxableAmt. The Box 7 code goes in as Form1099RDistributionCd. Boxes 14, 15 and 16 become the state group: IN, your Indiana withholding number, the state tax withheld and the state distribution. Boxes 17 to 19 become the local group for Indiana county tax. In Box 18, type the 2-digit Indiana county code (49 = Marion County), not the county name. 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 15 to IN 1:26

Before you start, make sure Box 15 on every 1099-R you're filing with Indiana is set to IN. To be safe, open Tools > Other Recipient / 1099 Tools > Update Box 15 (State, Payer's state #) for multiple 1099-R recipients. Pick IN, and enter your Indiana withholding account number, if you have one.

Open the IRIS XML Export Wizard 1:51

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

Step 1: Payer 2:05

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 2:27

Step 2 shows the transmitter, who sends the file, and the contact person Indiana 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 Indiana) 2:50

Step 3 lists everyone who gets a 1099-R. Checked recipients go into the file. With Box 15 filled in, choose IN in the Box 15 state list, and click Select Only This State. That picks every form that reports Indiana. You can also choose IN in the Address state list, to select every recipient with an Indiana address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.

Step 4: Output file 3:23

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 3:33

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

Upload to Indiana's INTIME 3:49

Now log in to INTIME, Indiana's tax website. On the All Actions tab, under Payments & Returns, look for the bulk file upload (Upload bulk WH-3 file) and choose your IRIS XML file. Not sure which one? Call the Indiana Department of Revenue. If there are no error messages, the file went through, and INTIME gives you a confirmation number. Keep it for your records. If there are errors, fix them in W2 Mate and upload again. To correct a file you already sent, upload a new, complete file, at least one business day after the first one. The file is due January 31, and your filing isn't complete until Indiana accepts it. For help with INTIME, call the Indiana Department of Revenue at 317-232-2240. That's it. Your Indiana 1099-R IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.

The steps at a glance

Before you start: set the state box to IN on every form you file with Indiana (Tools › Other Recipient / 1099 Tools › Update … for multiple recipients), and enter your Indiana withholding ID. Type your Indiana withholding ID as INTIME shows it, like 0123456789-001 (10-digit TID and 3-digit location).
Type tax IDs with dashes: SSN as xxx-xx-xxxx, EIN as xx-xxxxxxx, so the file gets the right TIN type.
Open the wizard: E-Filing › 1099 IRIS XML Format (For State Upload) › Export … Data as IRIS XML File.
Step 1 and 2: confirm the payer and the transmitter (use Review / Edit to fix anything).
Step 3: Choose IN in the state-box list and click Select Only This State. Fix anything the Problem column shows.
Step 4: pick where to save, leave Testing unchecked, and click Finish. Check the totals, then Copy Path.
Upload the file to INTIME with All Actions › Payments & Returns › the bulk file upload (Upload bulk WH-3 file); files over 10 MB go through SFTP. No error messages means it went through: keep the confirmation number; your filing isn't complete until Indiana accepts it.

What W2 Mate writes for Indiana

This is the state part of each 1099 in the IRIS XML file W2 Mate creates for Indiana. Open your file in Notepad to compare it with yours. The element names come from the IRS IRIS XML schema; see the IRS page IRIS schemas and business rules.

IRIS-XML-1099-NEC-MONON-TRAIL-DESIGN-LLC.xml1099-NEC

1<StateLocalTaxGrp>
2  <StateAbbreviationCd>IN</StateAbbreviationCd>
3  <StateTaxGrp>
4    <StateIdNum>0123456789-001</StateIdNum>
5    <StateTaxWithheldAmt>367.28</StateTaxWithheldAmt>
6    <StateIncomeAmt>12450.00</StateIncomeAmt>
7  </StateTaxGrp>
8</StateLocalTaxGrp>

XML element	Where W2 Mate gets it
`StateAbbreviationCd`	The state in the state box (Box 6 on the 1099-NEC): IN
`StateIdNum`	Your Indiana withholding ID, exactly as you typed it
`StateTaxWithheldAmt`	State tax withheld (Box 5 on the 1099-NEC)
`StateIncomeAmt`	State income (Box 7 on the 1099-NEC)

Sample values from the Indiana 1099-NEC video.

IRIS-XML-1099-R-WABASH-VALLEY-RETIREMENT-SERVICES-LLC.xml1099-R

1<StateLocalTaxGrp>
2  <StateAbbreviationCd>IN</StateAbbreviationCd>
3  <StateTaxGrp>
4    <StateIdNum>0123456789-001</StateIdNum>
5    <StateTaxWithheldAmt>545.75</StateTaxWithheldAmt>
6    <StateDistributionAmt>18500.00</StateDistributionAmt>
7  </StateTaxGrp>
8  <LocalTaxGrp>
9    <LocalTaxWithheldAmt>373.70</LocalTaxWithheldAmt>
10    <LocalityNm>49</LocalityNm>
11    <LocalDistributionAmt>18500.00</LocalDistributionAmt>
12  </LocalTaxGrp>
13</StateLocalTaxGrp>

XML element	Where W2 Mate gets it
`StateAbbreviationCd`	The state in the state box (Box 15 on the 1099-R): IN
`StateIdNum`	Your Indiana withholding ID, exactly as you typed it
`StateTaxWithheldAmt`	State tax withheld (Box 14 on the 1099-R)
`StateDistributionAmt`	State distribution (Box 16 on the 1099-R)
`LocalTaxWithheldAmt`	Local (county) tax withheld (Box 17 on the 1099-R)
`LocalityNm`	Name of locality (Box 18 on the 1099-R): Indiana's 2-digit county code, 49 = Marion
`LocalDistributionAmt`	Local distribution (Box 19 on the 1099-R)

Sample values from the Indiana 1099-R video.

Common problems

Issues our support team sees most when customers file state 1099s:

The file has fewer recipients than I expected.

Either those recipients aren't in W2 Mate yet, or the state box on their forms isn't set to IN (Box 6 on the 1099-NEC). Use Tools › Other Recipient / 1099 Tools › Update … for multiple recipients to set IN on all of them, then export again. In Step 3 of the wizard, compare the number of checked recipients with your records before you click Next.

The state rejects a recipient because of the TIN type.

Type the recipient's tax ID with its dashes: an SSN as xxx-xx-xxxx and an EIN as xx-xxxxxxx. W2 Mate reads the dashes to tell an SSN from an EIN and writes the right TIN type into the file. Fix the TIN in W2 Mate, then export again.

The state says the file is in the wrong format.

Make sure you uploaded the IRIS XML file you saved in Step 4 of the wizard, not another file (for example an older Pub 1220 file or your federal IRIS file). Click Copy Path at the end of the wizard and paste it into the upload page's file box so you pick the right one.

The state doesn't accept my Indiana withholding number.

W2 Mate puts the number in the file exactly as you type it, so enter it in the format Indiana gave you (see "What should the Indiana withholding ID look like?" under Questions). Type it in the Employer State ID field on the Company General Information tab, and use the Update tool for multiple recipients so every form has it, then export again. If you're not sure of the number, contact the Indiana Department of Revenue.

Questions

Does Indiana accept 1099s in the IRS IRIS XML format?

Yes. The Indiana Department of Revenue accepts 1099 information returns as IRIS XML files through the INTIME (Indiana Taxpayer Information Management Engine), using All Actions › Payments & Returns › the bulk file upload (Upload bulk WH-3 file); files over 10 MB go through SFTP (intime.dor.in.gov).

When are Indiana 1099 files due?

Indiana 1099 files are due January 31 of the following year. If that date falls on a weekend, the deadline moves to the next business day. To get more time, request a WH-3 extension in INTIME with your approved federal Form 8809 (don't include Form 8809 in the IRIS file).

Which 1099s does Indiana require?

Any 1099 that reports Indiana state or county tax withheld. Indiana accepts 1099-NEC, MISC, INT, DIV, R, B, K, G, OID, W-2G and 1042-S in IRIS XML.

What should the Indiana withholding ID look like?

Type your Indiana withholding ID as INTIME shows it, like 0123456789-001 (10-digit TID and 3-digit location).

Who do I call about INTIME?

The Indiana Department of Revenue at 317-232-2240, or email Bulkfiler@dor.in.gov.

How do I report Indiana county tax?

On the 1099-R, enter the county tax withheld in Box 17 and type the 2-digit Indiana county code in Box 18, Name of locality (for example 49 for Marion County), not the county name. W2 Mate writes these in the file's local tax group. Indiana's county codes are listed in Appendix B of DOR's 1220 guide (https://www.in.gov/dor/files/guide-1220-w-2g-1099.pdf).

How do I correct an Indiana 1099 file?

Upload a new, complete IRIS XML file with the corrections. Wait at least one full business day after the original file before sending it. Indiana uses the most recently filed statement.

Can I still send a 1220 file to Indiana?

For tax year 2026, Indiana DOR still accepts 1220 files until September 2027. IRIS XML is accepted starting January 1, 2027.

Who do I contact about file errors?

Send a secure message in INTIME and choose Bulk Filer (include a screenshot of the error), or email Bulkfiler@dor.in.gov. For other withholding questions, call 317-232-2240.

Official Indiana links

What you need to order

To create Indiana 1099 IRIS XML files in W2 Mate, order these items:

RequiredW2 Mate Software [PC Download]The W2 Mate program for Windows.
RequiredW2 Mate 1099 Export for States Supporting Retired FIRE or New IRIS XML FormatAdds the 1099 IRIS XML Export Wizard used in these Indiana videos.
For other 1099sW2 Mate Option #5 (Additional 1099 Forms)Needed for 1099-R, 1099-K, 1099-B, 1099-INT and 1099-DIV, including the 1099-R video on this page. Not needed for 1099-NEC and 1099-MISC.
For importingW2 Mate Option #3 (Import W2 / 1099 Data)Needed only if you import your data into W2 Mate from Excel spreadsheets, Retired FIRE format (IRS Pub 1220), QuickBooks Desktop, QuickBooks Online, Sage 50 or Microsoft Dynamics.

No import needed: you can type your 1099 data directly in W2 Mate. W2 Mate Option #3 (Import W2 / 1099 Data) is only for bringing in data you already have somewhere else.

Jonas Construction, Abila MIP, SAP, Paylocity, Infor, Zoho Books, MRI Software, AvidXchange, Oracle, Procore, Paycom and other systems: you can use W2 Mate to create your IRIS XML files too. Export your 1099 data to an Excel spreadsheet, import it into W2 Mate with W2 Mate Option #3 (Import W2 / 1099 Data), then run the IRIS XML Export Wizard.

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Other states

California
3 videos · 1099-NEC, 1099-MISC, 1099-R Delaware
1 video · 1099-NEC Georgia
4 videos · 1099-NEC, 1099-MISC, 1099-R, 1099-K Maine
1 video · 1099-NEC Minnesota
1 video · 1099-NEC Montana
1 video · 1099-NEC North Carolina
7 videos · 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-B, 1099-K Oregon
4 videos · 1099-NEC, 1099-MISC, 1099-R, 1099-K Rhode Island
1 video · 1099-NEC Vermont
1 video · 1099-NEC Wisconsin
1 video · 1099-NEC

Questions about W2 Mate?

We're happy to help with your 1099 and W-2 filing.

sales@realtaxtools.com 1-800-507-1992

State rules can change. Check Indiana DOR's current instructions before you file.