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1099/1098 Information

1 Can forms be saved and completed at a different time?

SYMPTOM Can I save my forms and come back at a later time to complete them? SOLUTION During the data entry process click the Save button to save the form. At that time, the form will be saved to the Forms in Progress section of your account. Forms can be…

2 Can I file forms with foreign addresses?

SYMPTOM I have payers and/or recipients with foreign addresses. Can I file these forms through Yearli? SOLUTION The Yearli website can file forms that contain foreign addresses to the federal government and process the forms for mailing. During the data entry…

3 Can I print a corrected 1096 or W-3c form?

SYMPTOM I recently filed corrected 1099s or W-2c's. Can I print the corrected 1096 or W-3c that goes along with these forms? SOLUTION Yearli takes care of filing the necessary transmittal information to the appropriate government agencies for you. You do…

4 Can I print the 1096 or W-3 form?

SYMPTOM I would like to print the 1096 or W-3 form. How do I do this? SOLUTION Yearli takes care of filing the necessary transmittal information to the appropriate government agencies for you. The 1096 and/or W-3 forms are available to print for your records…

5 How do I correct both dollar amounts and recipient information on a 1099?

SYMPTOM When submitting a 1099 or 1098, I made an error recording the amounts as well as an error on the recipient information (name, address, SSN/EIN). Yearli is not allowing me to make both corrections at the same time; one field is greyed out and will…

6 How do I correct payer information on a 1099?

SYMPTOM I need to correct payer data on a previously submitted 1099 form. How do I do this? SOLUTION The IRS does not allow payer information to be corrected electronically. To make a payer correction there are two options: Void the original 1099 and file…

7 How do I create a W-2 or 1099 Excel import file?

SYMPTOM I would like to use the Excel import option on Yearli. How do I create my import file? SOLUTION The Excel import can be used to import any W-2, 1099, or 1095 form on the Yearli site. To create the Excel import file: Log into your Yearli account. Select…

8 How do I file a corrected 1099?

SYMPTOM A mistake was made on a previously filed 1099 form. How do I correct this? SOLUTION Yearli only supports the filing of current year corrected 1099s. It is only possible to file a corrected 1099 if the original 1099 was previously filed through Yearli.…

9 How do I file for an extension on my W-2, 1099, or 1095 forms?

SYMPTOM I would like to file for an extension on my W-2, 1099, or 1095 forms with the federal government. How do I do that? SOLUTION The Yearli site does not offer the ability to submit requests for filing extensions to the federal government. Please use…

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

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…

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