How do I print or save my forms in Premier?

On Yearli you are able to view and print forms that have been previously e-filed or newly entered.  For historical W-2, 1099, and 1095 forms, Yearli offers the ability to print forms e-filed through the site for the current filing year and three years prior.

To print or save current tax year forms:

  1. Log into Yearli.
  2. Select Print Forms on the left navigation pane.
  3. Choose the tax year and form type from the drop-down menu.
  4. Select the state, if desired.
  5. When the list of available payers with recipients that contained that tax year and form type is displayed, check the box(es) next to the payer(s) to be printed.
  6. By default, all available recipients for that payer and form type will be selected for printing.  To choose only specific recipients, click the Forms List link to the right.  Check or uncheck recipients as desired, select Save, and then Back.
  7. From the Form Copy drop-down menu, choose the specific form copy and layout desired.
  8. Select Preview/Print.
  9. Once the print file is created, click the OK button.
  10. Choose to open the Zip file downloaded in the browser.

To print or save historical or previously e-filed forms:

  1. Log into Yearli.
  2. Click on E-File History.
  3. Select the tax year from the drop-down menu.
  4. Click on View Details next to the batch containing forms you'd like to print or save.
  5. At the next screen, click on Download/Print Forms under Reports on the right.
  6. Choose the recipient(s) to be printed.
  7. Choose the desired copies of the form(s) to be printed.
  8. Click the Form Selection button to download the forms.
  9. Open or Save the PDF file as desired.

NoteIf the forms you are printing only had a service of Federal e-file selected, they will have a Do Not File watermark on them.

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