How do I submit state and local form copies?

As part of the services at Yearli, we offer the ability to submit W-2, certain 1099 forms (1099-NEC, 1099-MISC, 1099-DIV, 1099-INT, 1099-R), and the 1095-B and 1095-C forms electronically to the state, if the specific state requires copies.

To electronically submit the W-2 and/or 1099 forms to the state:

  1. During data entry or import, enter the state-specific data (state abbreviation, state ID, and state dollar amounts) on the form(s).  If no state data is entered, the form cannot be filed to the state.
  2. In Forms in Progress verify the state names are shown under the Agency column.  Click the Edit link next to any states that are listed as "Not Ready".
  3. Complete the necessary state reconciliation form(s).  Click Save and then Next.
  4. Select the File Forms button at the Forms in Progress screen.
  5. Continue through the checkout process to pay for and submit the forms.

To electronically submit the 1095-B and/or 1095-C forms to the state:

  1. During data entry or import, check the box for the appropriate state.  If the state checkbox is not selected, the form cannot be filed to the state.
  2. In Forms in Progress verify the state names are shown under the Agency column.
  3. Select the File Forms button at the Forms in Progress screen.
  4. Continue through the checkout process to pay for and submit the forms.

For forms that Yearli does not offer state e-filing, Yearli offers the ability to print PDF copies.  To do this:

  1. Log in to Yearli.
  2. Click the Form Filing History button.
  3. Click on the Print Forms & Receipt printer icon next to the batch of forms you wish to print copies for.
  4. At the next screen it will list all recipients in that batch.  Check the boxes next to each recipient you'd like to print forms for.  Click Next.
  5. Choose the desired copy of the form to be printed.
  6. Click the Download button.
  7. Open or save the PDF or ZIP file as desired.
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