Completing State Reconciliation Forms when E-Filing

Completing State Reconciliation Form for 1099 Filing

The Yearli program will automatically check for any available updates when accessing the E-File Center. If updates are found they will need to be applied before continuing with the e-file process.

1. Click on the E-file Center button.
2. Choose the Form 1099 Series option.
3. Click Next.
4. Choose State E-file Only.
5. Click Next.
6. Choose the type of 1099 to be filed.  
   • The 1099 types available for state filing are 1099-DIV, 1099-INT, 1099-MISC, and 1099-R.
7. Click Next.
8. Choose the state(s) that the 1099 forms will be filed to.
9. Click Next.
10. Choose the Payer(s) to be filed to the state.  
    • If multiple states were selected click on the state tab to select the Payer(s) for each state.
11. Click Next.
12. If  the 1099 forms are missing the Account Number:
    • A prompt will appear indicating that the 1099 forms are missing the Account Number.
    • Click OK.
    • Choose either "for the Selected Payers" or "for All Payers".
    • Click Autofill.
13. At the E-file Center - Reconciliations screen highlight the Payer.
14. Click on the Complete Reconciliation button.
15. The state reconciliation form will display.
16. Verify the information entered here and complete as needed.
17. Click OK to save and close the reconciliation form.
18. Click Yes at the prompt to confirm.
19. Repeat steps 13 - 18 for any additional Payers.
20. The Next button will become active once the state reconciliation forms have been completed for each Payer.
21. Click Next.
    • The program will validate the data entered on the forms.
    • If any errors are found they are displayed in an Error Detail.
    • These errors will need to be resolved before the forms can be e-filed.
22. Check the I agree to Terms & Conditions box.
23. Click Next.
24. Enter the applicable payment information.
25. Click Send.

Completing a State Reconciliation Form for W-2 Filing

The Yearli program will automatically check for any available updates when accessing the E-File Center. If updates are found they will need to be applied before continuing with the e-file process.

1. Click on the E-file Center button.
2. Choose the Form W-2 option.
3. Click Next.
4. Choose a service that includes state e-filing.
5. Click Next.
6. Choose the employment type of the W-2s to be filed.
7. Click Next.
8. Choose the state(s) that the W-2 forms will be filed to.
9. Click Next.
10. Choose the Payer(s) to be filed.
11. Click Next.
12. Choose the Payer(s) to be filed to the state.  
    • If multiple states were selected click on the state tab to select the Payer(s) for each state.
13. Click Next.
14. At the E-file Center - Reconciliations screen highlight the Payer.
15. Click on the Complete Reconciliation button.
16. The state reconciliation form will display.
17. Verify the information entered here and complete as needed.
18. Click OK to save and close the reconciliation form.
19. Click Yes at the prompt to confirm.
20. Repeat steps 15 - 20 for any additional Payers.
21. The Next button will become active once the state reconciliation forms have been completed for each Payer.
22. Click Next.
    • The program will validate the data entered on the forms.
    • If any errors are found they are displayed in an Error Detail.
    • These errors will need to be resolved before the forms can be e-filed.
23. Check the I agree to Terms & Conditions box.
24. Click Next.
25. Enter the applicable payment information.
26. Click Send.