SOFTWARE       for filing of all 1095-B, 1095-C, 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8955-SSA, 8966 FATCA Report, W-2, W-2C, W-2G, and 1042-S tax forms.
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IRS Form 1097-BTC 1097-BTC Software

1097-BTC Software (Tax Year 2023)

Bond Tax Credit


Use the software today!  Order online and the shopping cart will e-mail you instructions on how to activate the software.

Software

1097-BTC Electronic Filing Software
$289.95

Software requires a transmitter control code (TCC) issued by the IRS.

Software imports up to 2,500 records. Additional 10,000 record increments can be purchased by calling sales at (480) 706-6474.

Outsourcing

Let out trained staff import your data from excel, print and mail, and electronically file on your behalf using our TCC number. We work quickly and have experienced staff who can provide complete, secure outsourcing solutions. Starting as low as $399.

Outsourcing is a flat efilng fee based on each excel file up to and including 1,000 records. Please call our office at (480) 706-6474 for an individual quote.

1097-BTC Software IRS Form 1097-BTC - Tax Credit Bonds (TCB) are a type of bond that offers the holder a federal tax credit instead of interest. The bond issuer maintains the responsibility to pay the principal on the bond. In 2008, Congress amended the tax credit bond rules to permit tax credits to be sold separately from the related bond. This is known as 'stripping' the tax credit and makes the debt instrument more attractive to investors.

Issuers of certain tax credit bonds (or their agents) and nominees/intermediaries (such as a broker, a partnership, a trust, an estate, a regulated investment company, or a real estate investment trust) must report quarterly and file with the IRS annually a separate Form 1097-BTC for each tax credit distributed.

1097-BTC software lets you import from excel, print Copy B on plain paper with black ink, and electronically file directly to the IRS.

New Paper/Electronic Filing Threshold...
IRS mandates electronic filing of 10 or more information returns. The new threshold is effective for information returns beginning tax year 2023. FIRE TCC holders who submitted their TCC application prior to September 26, 2021, must complete and submit a new application and verify their identity through ID.me, an IRS provider of sign-in services. 1097-BTC Software

Import...
Simply import the data from Excel. Sample excel worksheets can be downloaded from this site.

File Electronically...
1097-BTC software will generate a file formatted according to Publication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G. The system is updated each year to reflect format changes that are made by the IRS. 1099FIRE is the only company to offer OneTouch E-Filing. One click of a button will automatically upload data directly to the IRS FIRE system using your login credentials. A receipt of your file will be displayed on screen.

1097-BTC software is valid for the tax year 2023 season and prior tax years. Renewals can be purchased at a reduced cost.

Other Features...
Technical support is provided at no extra charge for the tax year that the software was purchased.

Free live update feature helps us communicate with you, the customer, and keep you up-to-date with the latest form revisions.

Due Dates...
Furnish Copy B of this form to the recipient quarterly and separately for each credit amount indicated and for each bond on or before the 15th day of the second calendar month after the close of the calendar quarter in which the credit is issued.

File electronically to the IRS by March 31.

Articles...
How to Complete IRS Form 1097-BTC

Related...
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IRS Form 1099-BTC software for reporting bond tax credits. Import data from excel into the 1097-BTC software, print Copy B and then electronically file Form 1097-BTC to the IRS 5
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