Why can't I add transactions to a recipient's W-2 or 1099 form?

The payer is not set to the correct data entry type.

Changing the data entry method

Note: Before taking the following steps, create a payer backup. To do this, please see the How do I backup my Yearli data? article.

  1. Click on the Payer List button. 
  2. Choose the payer.
  3. Click the Change Data Entry Method button on the right.
  4. Click Choose Quarterly.
  5. Click Yes.
  6. Double click on the payer name.
  7. Verify that the created W-2 or 1099 forms have the "Add Transaction" and "Copy Transaction" links are available.
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