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1 Can I electronically file prior year forms?

SYMPTOM I need to file a form for a prior tax year or quarter. Can I do this on Yearli? SOLUTION W-2, 1099, 1095, Corrected 1099, and Corrected 1095 Forms For W-2, 1099, 1095, Corrected 1099, Corrected 1095 forms, and Corrected 1094-C forms Yearli is capable…

2 Can I use Yearli to print and mail Federal forms to the government rather than e-filing?

SYMPTOM I would prefer to mail my forms to the IRS or SSA. Can I use Yearli to do this? SOLUTION Yearli provides electronic filing services for filing forms to the IRS, SSA, and state governments. Yearli does not offer the ability to print and mail forms…

3 How do I add/edit an email address for online retrieval?

SYMPTOM I need to add new email addresses for recipients or update email addresses for recipients to retrieve their forms via the online retrieval feature. How do I do this? SOLUTION Yearli allows you to send your recipients an email with a link to securely…

4 How much does it cost to resubmit my rejected forms on Yearli Core?

SYMPTOM I would like to resubmit my rejected forms on Yearli Core. What is the fee for resubmitting the forms? SOLUTION When a batch of forms is submitted through Yearli Core, all forms in the batch have to accepted by the government for the batch to be processed.…

5 How much does it cost to resubmit my rejected forms on Yearli Performance?

SYMPTOM I would like to resubmit my rejected forms on Yearli Performance. What is the fee for resubmitting the forms? SOLUTION When a batch of forms is submitted through Yearli Performance, all forms in the batch have to accepted by the government for the…

6 What is online retrieval?

SYMPTOM What is the online retrieval service? SOLUTION Online Retrieval is a service offered by Yearli that allows the recipient to log into a secure website to obtain a copy of their W-2, 1099, or 1095 form. This feature is available when a filing service…

7 What services did I select?

SYMPTOM I submitted forms through the Yearli site and want to verify what services were included. How do I check what services were included with my previously submitted forms or forms I am about to submit? SOLUTION Procedure 1: Verify services on forms not…

8 What services does Yearli offer for form 1099?

SYMPTOM What services are available for 1099 series forms? SOLUTION For 1099s Yearli offers a bundled service that includes: Federal and State E-filing and Recipient Print and Mail and the optional Online Retrieval service. Electronically file 1099 Federal…

9 What services does Yearli offer for form W-2?

SYMPTOM What services are available for W-2 forms? SOLUTION For W-2's Yearli offers a bundled service that includes: Federal and State E-filing and Recipient Print and Mail with the optional Online Retrieval service. Electronically file W-2 Federal Copy A…

10 What services does Yearli offer for forms 941, 944, and 940?

SYMPTOM What services are available for the 941, 944, or 940 forms? SOLUTION For the 941, 944, and 940 forms Yearli will do the following: Electronically file the Federal 941 and Schedule B, 944, and/or 940 forms to the IRS. Provide the ability to print a…

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