How do I import corrected forms?

Importing corrected 1099 forms

There is currently no functionality in the Yearli program to import corrected 1099 forms. This feature is expected to be released at a later date.

Exporting information for 1095 form corrections

Note: This option is only available for users who e-filed 1095 forms. If the 1095 forms were filed on paper, 1095 corrections cannot be imported.

  1. Click on the Import Data button.
  2. Choose Import via Excel.
  3. Choose the 1095-B Correction or 1095-C Correction option, depending on what form type is being corrected.
  4. Click OK.
  5. Click the Select Forms button.
  6. Choose the filing to be corrected.
  7. Click Next.
  8. Choose the recipients that will be corrected.
  9. Click Next.
  10. Choose where to save and what to name the exported file.
  11. Click Save.
  12. Open the exported Excel file and make the applicable changes.

Editing the import file

Some guidelines to keep in mind while completing the 1095 import file:

  • Column headings (Row 1) in the import file cannot be changed
  • Red column headings are required in order to successfully import data
  • Each row is equivalent to one form
  • Payer information should be repeated on each row
  • Only the first worksheet/tab in the Excel file will be imported
  • For checkboxes, enter a value of True, 1, or X in the cell. To leave the box blank, enter a value of 0, False, or leave the cell blank

For more information on how to complete the import file, please see the How do I complete the import file? article.

Importing the completed import file

  1. Open the Yearli program.
  2. Click on the Import Data button.
  3. Choose Import via Excel.
  4. Choose the 1095-B Correction or 1095-C Correction option, depending on what form type being imported.
  5. Click OK.
  6. Click the Browse for File button.
  7. Navigate to the Excel file to be imported.
  8. Click Open.
  9. If there errors on the import file, the errors will be displayed on the Audit Report screen. Go to Procedure 4 if errors are found during the import.

Fixing errors on the Excel file

  1. On the Audit Report screen, click the Print Page button if desired.
  2. All errors on the Audit Report screen will need to be resolved before the import can be completed. Make the applicable changes in your import file in accordance with the import errors and follow Procedure 3 to attempt the import again.

For more steps on how to correct errors on the import file, please see the Troubleshooting common import errors article.

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