How do I file my 1099-MISC forms with box 7 data separately from my other 1099-MISC forms?

Views: 1786 Created: 2018-01-07 16:55 Last Updated: 2018-12-05 14:23

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.

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