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How do I file my 1099-MISC forms with box 7 data separately from my other 1099-MISC forms?
Views: 2035 Created: 2018-01-07 16:55 Last Updated: 2018-12-05 14:23 |
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SYMPTOM The IRS is requesting that the 1099-MISC forms with Box 7 completed be filed separately from 1099-MISC forms with other boxes completed if filing after January 31. How do I do this on Yearli? SOLUTION In order to file the 1099-MISC forms with Box 7 separate from any other 1099 forms, we recommend importing or entering the 1099-MISC forms with Box 7 first. Once that is complete, the 1099 forms including the 1099-MISC without Box 7 can then be entered or imported. The site does not currently offer a filter or ability to enter both and select individual forms for filing. Procedure 1: Enter or Import 1099-MISC forms with Box 7 In order to submit the 1099-MISC forms with Box 7 data separate from all other 1099 forms, enter the 1099-MISC forms with Box 7 first. You will then be able to submit just the 1099-MISC forms with Box 7 by themselves. For data entry: - Log into your Yearli account.
- Select Start Forms.
- Choose Data Entry.
- Select the 1099-MISC.
- Enter the 1099-MISC form data for the recipient with Box 7 information.
- Select Save.
- Choose Complete Another to start another 1099-MISC form with Box 7 information.
- Repeat steps 5-7 until all 1099-MISC forms with Box 7 information are entered and completed.
- Choose Next.
- Complete any necessary state reconciliation forms in Forms in Progress.
- Select File Forms to move these forms to the Cart.
- Continue through the check out process to fully submit the 1099-MISC forms with Box 7 data.
For import: - Log into your Yearli account.
- Select Start Forms.
- Select Import Data.
- Choose Yearli option.
- Select the 1099-MISC.
- Download the 1099-MISC Excel template.
- Enter the necessary data in the Excel template for the 1099-MISC forms with Box 7.
- Choose the Browse option to browse for and select the 1099-MISC import file.
- Complete any necessary state reconciliation forms in Forms in Progress.
- Select File Forms to move these forms to the Cart.
- Continue through the check out process to fully submit the 1099-MISC forms with Box 7 data.
Procedure 2: Enter or Import 1099-MISC forms with non-Box 7 or other 1099 forms After all 1099-MISC forms with Box 7 have been fully paid for and submitted, you can then enter or import the remaining 1099 forms; including those 1099-MISC forms with all other amount types. For data entry: - Log into your Yearli account.
- Select Start Forms.
- Choose Data Entry.
- Select the appropriate 1099 form type.
- Enter the 1099 form data for the recipient.
- Select Save.
- Choose Complete Another to start another 1099.
- Repeat steps 5-7 until all 1099 forms are entered and completed.
- Choose Next.
- Complete any necessary state reconciliation forms in Forms in Progress.
- Select File Forms to move these forms to the Cart.
- Continue through the check out process to fully submit the 1099 forms.
For import: - Log into your Yearli account.
- Select Start Forms.
- Select Import Data
- Choose the Yearli option.
- Select the 1099 form type.
- Download the 1099 Excel template.
- Enter the necessary data in the Excel template for the 1099 forms.
- Choose the Browse option to browse for and select the 1099 import file.
- Complete any necessary state reconciliation forms in Forms in Progress.
- Select File Forms to move these forms to the Cart.
- Continue through the check out process to fully submit the 1099 forms.
APPLIES TO - Yearli Core
- Yearli Performance
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