1099-NEC IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-NEC IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-NEC IRIS XML file 0:19
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: NC, your NC 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 NC 1:02
Before you start, make sure Box 6 on every 1099-NEC you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update Box 6 (State, Payers State #) for multiple 1099-NEC Recipients. Pick NC, and enter your North Carolina withholding account number, if you have one.
Open the IRIS XML Export Wizard 1:28
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 1:42
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 2:05
Step 2 shows the transmitter, who sends the file, and the contact person North Carolina 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 North Carolina) 2:27
Step 3 lists everyone who gets a 1099-NEC. Checked recipients go into the file. With Box 6 filled in, choose NC in the Box 6 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.
Step 4: Output file 3:01
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 3:11
W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:28
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due January 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 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-MISC IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-MISC IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-MISC IRIS XML file 0:20
Here's the 1099-MISC, and the IRIS XML that W2 Mate writes for it. Box 1, rents, becomes RentAmt. Every other box has its own tag too, like OtherIncomeAmt for Box 3. Boxes 16, 17 and 18 become the state group: NC, your NC 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 17 to NC 1:05
Before you start, make sure Box 17 on every 1099-MISC you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update Box 17 (State, Payers State #) for multiple 1099-MISC Recipients. Pick NC, and enter your North Carolina 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-MISC 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 North Carolina 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 North Carolina) 2:32
Step 3 lists everyone who gets a 1099-MISC. Checked recipients go into the file. With Box 17 filled in, choose NC in the Box 17 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.
Step 4: Output file 3:07
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 3:17
W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:34
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due January 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 1099-MISC IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.
1099-INT IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-INT IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-INT IRIS XML file 0:19
Here's the 1099-INT, and the IRIS XML that W2 Mate writes for it. Box 1, interest income, becomes InterestIncomeAmt. Boxes 15, 16 and 17 become the state group: NC, your NC withholding number and the state tax withheld. 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 NC 0:59
Before you start, make sure Box 15 on every 1099-INT you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update “Box 15 State” and “Box 16 State identification no.” for multiple 1099-INT recipients. Pick NC, and enter your North Carolina withholding account number, if you have one.
Open the IRIS XML Export Wizard 1:28
Then start the wizard from the E-Filing menu. Point to 1099 IRIS XML Format (For State Upload), then click Export 1099-INT Data as IRIS XML File.
Step 1: Payer 1:42
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 2:05
Step 2 shows the transmitter, who sends the file, and the contact person North Carolina 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 North Carolina) 2:28
Step 3 lists everyone who gets a 1099-INT. Checked recipients go into the file. With Box 15 filled in, choose NC in the Box 15 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.
Step 4: Output file 3:02
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 3:12
W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:28
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due January 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 1099-INT IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.
1099-DIV IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-DIV IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-DIV IRIS XML file 0:19
Here's the 1099-DIV, and the IRIS XML that W2 Mate writes for it. Box 1a becomes TotalOrdinaryDividendsAmt, and Box 1b becomes QualifiedDividendsAmt. Boxes 14, 15 and 16 become the state group: NC, your NC withholding number and the state tax withheld. 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 14 to NC 1:05
Before you start, make sure Box 14 on every 1099-DIV you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update “Box 14 State” and “Box 15 State identification no.” for multiple 1099-DIV recipients. Pick NC, and enter your North Carolina withholding account number, if you have one.
Open the IRIS XML Export Wizard 1:34
Then start the wizard from the E-Filing menu. Point to 1099 IRIS XML Format (For State Upload), then click Export 1099-DIV Data as IRIS XML File.
Step 1: Payer 1:49
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 2:11
Step 2 shows the transmitter, who sends the file, and the contact person North Carolina 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 North Carolina) 2:34
Step 3 lists everyone who gets a 1099-DIV. Checked recipients go into the file. With Box 14 filled in, choose NC in the Box 14 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.
Step 4: Output file 3:08
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 3:18
W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:35
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due January 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 1099-DIV IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.
1099-R IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-R IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-R IRIS XML file 0:19
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 and 15 become the state group: NC, your NC withholding number and the state tax withheld. 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 NC 1:06
Before you start, make sure Box 15 on every 1099-R you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update Box 15 (State, Payer's state #) for multiple 1099-R recipients. Pick NC, and enter your North Carolina withholding account number, if you have one.
Open the IRIS XML Export Wizard 1:31
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 1:45
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 2:08
Step 2 shows the transmitter, who sends the file, and the contact person North Carolina 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 North Carolina) 2:31
Step 3 lists everyone who gets a 1099-R. Checked recipients go into the file. With Box 15 filled in, choose NC in the Box 15 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina 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 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:31
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due January 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 1099-R IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.
1099-B IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-B IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-B IRIS XML file 0:19
Here's the 1099-B, and the IRIS XML that W2 Mate writes for it. Boxes 1d and 1e become ProceedsAmt and CostOrOtherBasisAmt. The Form 8949 box goes in as a code: for a 1099-B it must be A, B, D, E or X. Boxes 14, 15 and 16 become the state group: NC, your NC withholding number and the state tax withheld. 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 14 to NC 1:12
Before you start, make sure Box 14 on every 1099-B you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update “Box 14 State” and “Box 15 State identification no.” for multiple 1099-B recipients. Pick NC, and enter your North Carolina withholding account number, if you have one.
Open the IRIS XML Export Wizard 1:41
Then start the wizard from the E-Filing menu. Point to 1099 IRIS XML Format (For State Upload), then click Export 1099-B Data as IRIS XML File.
Step 1: Payer 1:55
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 2:18
Step 2 shows the transmitter, who sends the file, and the contact person North Carolina 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 North Carolina) 2:40
Step 3 lists everyone who gets a 1099-B. Checked recipients go into the file. With Box 14 filled in, choose NC in the Box 14 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.
Step 4: Output file 3:14
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 3:24
W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:41
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due January 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 1099-B IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.
1099-K IRIS XML file for North Carolina
Chapters
Read the transcript
Intro 0:00
In this video, you'll create your North Carolina 1099-K IRIS XML file with the Export Wizard in W2 Mate. North Carolina takes 1099s in the IRS IRIS XML format, and the wizard builds that file in four short steps.
What goes into the 1099-K IRIS XML file 0:19
Here's the 1099-K, and the IRIS XML that W2 Mate writes for it. Box 1a becomes GrossAmt. NC checks that the Box 5 monthly amounts add up to it, and that Box 3, the number of payment transactions, is filled in. Boxes 6, 7 and 8 become the state group: the state tax withheld, your NC withholding number and NC. 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 8 to NC 1:06
Before you start, make sure Box 8 on every 1099-K you're filing with North Carolina is set to NC. To be safe, open Tools > Other Recipient / 1099 Tools > Update “Box 8 State” and “Box 7 State identification no.” for multiple 1099-K recipients. Pick NC, and enter your North Carolina withholding account number, if you have one.
Open the IRIS XML Export Wizard 1:35
Then start the wizard from the E-Filing menu. Point to 1099 IRIS XML Format (For State Upload), then click Export 1099-K Data as IRIS XML File.
Step 1: Payer 1:49
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 2:11
Step 2 shows the transmitter, who sends the file, and the contact person North Carolina 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 North Carolina) 2:34
Step 3 lists everyone who gets a 1099-K. Checked recipients go into the file. With Box 8 filled in, choose NC in the Box 8 state list, and click Select Only This State. That picks every form that reports North Carolina. You can also choose NC in the Address state list, to select every recipient with a North Carolina address. If a recipient shows in red, the Problem column tells you what to fix before you upload. Click Next.
Step 4: Output file 3:07
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 3:17
W2 Mate creates the file and shows the totals inside it. Compare them with your records: 5 North Carolina forms and the North Carolina tax withheld. Click Copy Path, so you can find the file on the upload page.
Upload to NC eNC3 3:34
Now upload the file to North Carolina's eNC3 site with Web File Upload. Test the file first. If eNC3 lists errors, fix them in W2 Mate and export again. The file is due March 31, and your filing isn't complete until North Carolina accepts it. For help with eNC3, call the North Carolina Department of Revenue at 1-877-252-3052. That's it. Your North Carolina 1099-K 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 NC on every form you file with North Carolina (Tools › Other Recipient / 1099 Tools › Update … for multiple recipients), and enter your North Carolina withholding ID. Numbers only for North Carolina.
- 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 NC 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 eNC3 with Web File Upload. Test it first; your filing isn't complete until North Carolina accepts it.
What W2 Mate writes for North Carolina
This is the state part of each 1099 in the IRIS XML file W2 Mate creates for North Carolina. 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.
1<StateLocalTaxGrp> 2 <StateAbbreviationCd>NC</StateAbbreviationCd> 3 <StateTaxGrp> 4 <StateIdNum>000123456</StateIdNum> 5 <StateTaxWithheldAmt>560.25</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): NC |
StateIdNum | Your North Carolina 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 North Carolina 1099-NEC 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 NC (Box 6 on the 1099-NEC). Use Tools › Other Recipient / 1099 Tools › Update … for multiple recipients to set NC 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 North Carolina withholding number.
W2 Mate puts the number in the file exactly as you type it, so enter it in the format North Carolina gave you (see "What should the North Carolina 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 North Carolina Department of Revenue.
Questions
Does North Carolina accept 1099s in the IRS IRIS XML format?
Yes. The North Carolina Department of Revenue accepts 1099 information returns as IRIS XML files through the eNC3 and Information Reporting application, using Web File Upload (informationreporting.ncdor.gov).
When are North Carolina 1099 files due?
All forms except 1099-K (due March 31): January 31. Your filing isn't complete until North Carolina accepts the file.
Which 1099s does North Carolina require?
1099-INT, 1099-DIV, 1099-R, 1099-B and 1099-K must be filed electronically; 1099-NEC and 1099-MISC only when they report North Carolina tax withheld.
What should the North Carolina withholding ID look like?
Numbers only for North Carolina.
Who do I call about eNC3?
The North Carolina Department of Revenue at 1-877-252-3052.
Official North Carolina links
- North Carolina Department of Revenuencdor.gov
- eNC3 / Information Reporting (upload)informationreporting.ncdor.gov
What you need to order
To create North Carolina 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 North Carolina 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-INT, 1099-DIV, 1099-R, 1099-B and 1099-K videos 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.
Tipalti, Foundation Software, SAP, Aplos, Caselle, ADP, Oracle, Acumatica, Sage 300, Buildium, Melio 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.
Other states
3 videos · 1099-NEC, 1099-MISC, 1099-RDelaware
1 video · 1099-NECGeorgia
4 videos · 1099-NEC, 1099-MISC, 1099-R, 1099-KIndiana
2 videos · 1099-NEC, 1099-RMaine
1 video · 1099-NECMinnesota
1 video · 1099-NECMontana
1 video · 1099-NECOregon
4 videos · 1099-NEC, 1099-MISC, 1099-R, 1099-KRhode Island
1 video · 1099-NECVermont
1 video · 1099-NECWisconsin
1 video · 1099-NEC
Questions about W2 Mate?
We're happy to help with your 1099 and W-2 filing.
State rules can change. Check NCDOR's current instructions before you file.