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:
- 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.
- In Forms, select the payer and click Start E-File.
- At the Filing Recommendations screen, the State Filing option should be selected. Click Next.
- At the Work Needed screen, click Edit to complete the reconciliation form if required. Click Save and then Back.
- Click Next to proceed.
- At the Final Review screen, click Add To Cart.
- 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:
- 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.
- In Forms, select the payer and click Start E-File.
- At the Filing Recommendations screen, the State Filing option should be selected. Click Next.
- At the Work Needed screen, click Edit to complete the reconciliation form if required. Click Save and then Back.
- Click Next to proceed.
- At the Final Review screen, click Add To Cart.
- 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:
- Log in to Yearli.
- Click the E-File History button.
- Click the View Detail link next to the batch of forms you wish to print copies for.
- Click on Download/Print Forms under Reports.
- 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.
- Choose the desired copy of the form to be printed.
- Click the Form Selection button.
- Open or save the PDF or ZIP file as desired.