Set Processing Options for IRIS XML Reports

Use the processing options to specify the information that the system includes in the IRIS 1099 XML file.

In Batch Versions, locate the UBE for the applicable 1099 return type. Select the appropriate version, right-click it, and select Processing Options.

1099 Return Types and UBEs for XML File Generation

1099 Return Type	UBE
1099-MISC	R078802
1099-NEC	R078902
1099-R	R078812

Defaults

Second TIN Notice

Use this processing option to specify whether the IRS notified the employer twice within 3 calendar years that the employer provided an incorrect TIN. Include 0/1 for XML.

FATCA Filing Requirement

Use this processing option to specify whether FATCA filing is required for the entity or account. Include 0/1 for XML.