Tools
Rss Categories

E-file Center

21 What information does Yearli check for when e-filing forms?

SYMPTOM The E-file Center form data requirements. These are the validations the program is going through for each form when filing through the E-file Center. RESOLUTION Procedure 1 (List of validations): Yearli E-file Center requires the completion of the…

22 What is online retrieval?

SYMPTOM What is the online retrieval service? RESOLUTION Online Retrieval is a service offered by Yearli that allows the recipient to log into a secure website to obtain a copy of their W-2, 1099, or 1095 form. This feature is available when a filing service…

23 What is the 1099 account number?

SYMPTOM What the 1099 account number is, and how to autofill the account number field on the 1099 form in the Yearli software. The IRS requires a unique account number on returns filed through the E-file Center. This account number is used to match corrected…

24 What is the E-file Center summary window?

SYMPTOM What is the E-file Center summary window? RESOLUTION Procedure 1 (Using the E-file Center summary window) The E-file Center summary window is used to review what information is being sent to the Yearli E-file Center system for processing. This screen…

25 What is TIN Matching and what does it do?

SYMPTOM What is TIN Matching and what does it do? RESOLUTION TIN Matching TIN matching is a service implemented by the IRS that allows a 1099 filer to check the TIN (Taxpayer Identification Number) and a specific name to ensure that there is a match for it…

26 What payment methods are available to pay for filing fees?

SYMPTOM The payment methods available for users to pay for filing through the E-file Center. RESOLUTION Procedure 1 (Available payment types) Credit Card Yearli will accept payments from a Discover, Visa, MasterCard, or American Express card. If you choose…

27 What service should I select when e-filing forms through the E-file Center?

SYMPTOM What service should I select when e-filing forms through the E-file Center? RESOLUTION Yearli provides e-filing services to federal agencies (IRS or SSA), as well as many state agencies. In addition, we do provide print and mail services that print…

28 What shipping method should I select for bulk shipping?

SYMPTOM What shipping method should I select for bulk shipping? RESOLUTION Procedure 1 (Selecting shipping method for bulk shipping) Select E-file Center. Choose Send Returns. Select appropriate form from the Select Form Type window. Choose Print and Bulk…

29 What states are supported for e-filing?

SYMPTOM Which states are available for filing through the E-File Center? RESOLUTION Procedure 1 (States that are supported for e-filing through Yearli) Alabama: 1099-MISC (with state withholding only), 1099-R, W-2 Alaska: 1099 and W-2 filing not required…

30 When should I e-file a W-2c to fix incorrect data filed on a W-2?

SYMPTOM I mistakenly filed incorrect data on a W-2 form. How do I know if I should electronically file a W-2c? SOLUTION If the incorrect data on the original W-2 form was one of these item, do not file a W-2c to the federal government. The SSA does not require…