On Yearli Premier, W-2c forms can be created for the current filing year and three years prior. The W-2c form can only be used to correct the recipient's personal information and incorrectly reported dollar amounts.
Entering a W-2c
- Log in to Yearli.
- Click on the Corrections button.
- Select Start Data Entry Correction.
- Select the tax year to be corrected from the Tax Year drop down list.
- Select W-2/W-2c.
- Select the payer. Click Next.
- Select the recipient(s) to be corrected. Click Add To Forms.
- Select the payer and click Form List.
- Click Edit to open the form and make the necessary changes. Click Save.
- Click Back to go back to the Forms List.
- Repeat until all corrections have been made.
- Click Back to go to Select Forms.
- Select the payer(s) and click Start E-File.
- Select your service(s) and click Next.
- Proceed through the checkout process.
Importing a W-2c
- Log in to Yearli.
- Click on the Corrections button.
- Click on Start Import Correction.
- Select the tax year to be corrected from the Tax Year drop down list.
- Click on W-2/W-2c.
- Select the payer. Click Next.
- Select the recipient(s). Click Create Export File.
- Open the file and enter the information. Save the file.
- On the Corrections screen click Browse for File.
- Select the file to import. Click Import.
- Select the payer(s) and click Start E-File.
- Select the service(s) and click Next.
- Proceed through the checkout process.