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Which copies will be mailed to recipients?

Views: 2218 Created: 2014-07-11 10:32 Last Updated: 2015-12-07 22:47

SYMPTOM

Which copies of the forms will my recipients receive in the mail?

SOLUTION

For Yearli Core and Performance, the following recipient copies will be printed and mailed:

  • W-2
    • Copy B, C, 2
  • W-2c
    • Copy B, C, 2
  • 1099-MISC
    • Copy B, 2
  • 1099-DIV
    • Copy B, 2
  • 1099-INT
    • Copy B, 2
  • 1099-R
    • Copy B, C, 2
  • 1099-S
    • Copy B

For Yearli Performance only, the following recipient copies will be printed and mailed:

  • 1099-A
    • Copy B
  • 1099-B
    • Copy B, 2
  • 1099-C
    • Copy B
  • 1099-G
    • Copy B, 2
  • 1099-OID
    • Copy B, 2
  • 1099-PATR
    • Copy B
  • 1098
    • Copy B
  • 1098-C
    • Copy B, C
  • 1098-E
    • Copy B
  • 1098-T
    • Copy B
  • 5498
    • Copy B
  • W-2G
    • Copy B, C, 2
  • 1095-C
    • Recipient Copy
  • 1095-B
    • Recipient Copy

The recipient copy mailing date can be found by:

  1. Select Your Filing Home at the top of the page.
  2. Click on Form Filing History.
  3. Select the Check Status clock icon next to the batch that contains the forms you wish to check the status for.
  4. The status information and dates will be displayed.

APPLIES TO

  • Yearli Core
  • Yearli Performance