What information does Yearli check for when e-filing forms?

List of validations

Yearli E-file Center requires the completion of the following fields:

Payer Information

  • Address Line 1
  • City
  • State
  • Zip Code
  • Phone (including Area Code)
  • ACA Contact First and Last Name - Required for 1095 and 1094-C forms only

Note: When a Payer includes a foreign address, the Foreign State/Province and Postal Code is required.

Recipient Information

  • Address Line 1
  • City
  • State
  • Zip Code

Note: When a Recipient includes a foreign address, the Foreign State/Province and Postal Code is required.

Form Data

Each return for a Recipient should include return data, however the Yearli E-file Center system does not require return data except for the following:

1099R:

  • Gross Distribution (Box 1)
  • Distrib. Code (Box 7)

W-2G:

  • Gross Winnings (Box 1)
  • Federal Income Tax Withheld (Box 2)
  • Type of Wager (Box 3)

Note: Please follow the W-2G instructions for completing the Type of Wager (Box 3) field for filing the form electronically to the IRS.

  • Date Won (Box 4)

Dollar Amount Fields

Yearli allows the entry of negative numbers in many dollar amount fields. Yearli E-file Center however only processes returns with a negative number on certain forms, such as the 1099-B. The entry of a negative number in a dollar amount field on most other forms may cause an error when sending the return.

Validation Errors

If you are receiving error messages that indicate fields contain invalid data, review your data for these unacceptable situations:

  • Required fields that do not contain data
  • Characters with accents
  • Leading spaces

In addition, you can review the E-file Center is unable to process your returns article for further troubleshooting steps.

Allowable Characters

Description Symbol Description Symbol Description Symbol
space (no leading or double spaces)   exclamation point ! plus sign +
Capital letters A - Z double quotes " minus sign (hyphen) -
Lower case letters a - z single quote ' number sign #
 Numbers 0 - 9 dollar sign $ percent sign %
ampersand & underscore _ open and closing parentheses ( )
asterisk * at symbol @ opening and closing brackets [ ]
question mark ? vertical bar | opening and closing braces { }
period . carat ^ slash /
comma , grave accent ` backslash \
colon : equivalency sign (tilde) ~  less than sign <
semicolon ;     greater than sign >

Recipient first name, middle initial, last name, and suffix fields

On W-2 and W-2c forms, these fields can only contain the following characters: A through Z, a through z, 0 through 9, spaces, hyphens, periods, and apostrophes.

On 1099 Series and 1099 Corrected forms, these fields can only contain the following characters: A through Z, a through z, 0 through 9, spaces, hyphens, and ampersands (&).

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