File your Wisconsin 1099s as IRIS XML

Intro 0:00

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

What goes into the 1099-NEC IRIS XML file 0:27

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: WI, your Wisconsin 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 WI 1:10

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

Open the IRIS XML Export Wizard 1:36

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 1:50

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 2:13

Step 2 shows the transmitter, who sends the file, and the contact person Wisconsin 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 Wisconsin) 2:35

Step 3 lists everyone who gets a 1099-NEC. Checked recipients go into the file. Wisconsin wants every Wisconsin resident and every payment with a Wisconsin source. With Box 6 set to WI on those forms, choose WI in the Box 6 state list and click Select Only This State. To double-check, choose WI in the Address state list. Every recipient with a Wisconsin 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 3:14

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 Wisconsin forms and the Wisconsin tax withheld. Click Copy Path, so you can find the file on the upload page.

Upload to WI WI File Transfer 3:40

Now go to the Wisconsin Department of Revenue's W-2/1099 file transfer page at revenue.wi.gov. Choose the file type and upload the IRIS XML file you saved in Step 4. Make sure you pick that file, and not any other file. When the upload works, Wisconsin shows OK Transfer Complete with a confirmation number. Print that screen for your records, because Wisconsin doesn't send an email. If it shows errors, fix them in W2 Mate and upload again. Wisconsin's withholding number is 15 digits, with no dashes, and starts with 036. Type it that way in W2 Mate, in Employer State ID and in Box 6. The file is due January 31, and your filing isn't complete until Wisconsin accepts it. For help, call the Wisconsin Department of Revenue at (608) 266-2776. That's it. Your Wisconsin 1099-NEC IRIS XML file is ready. If you have questions about W2 Mate, email sales@realtaxtools.com or call 1-800-507-1992.