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Is the W-3/W-3c/1096/1094 included with my forms when electronically filing?

Views: 2225 Created: 2016-07-27 11:43 Last Updated: 2016-08-24 16:01

SYMPTOM

Explanation as to whether transmittal forms (W-3, W-3c, 1096, 1094) are filed when filing electronically.

RESOLUTION

Procedure 1 (W-3, W-3c, and 1096 electronic filing)

When filing W-2, W-2c, or 1099 forms to the respective federal agency (IRS or SSA), the transmittal form is not required. These forms can be printed for client records, but they are not included with the e-filed forms, as they are not required by the agency. To print these forms, refer to the How do I print a W-3 form?, How do I print a W-3c form?, or How do I print a 1096 form? article.

Procedure 2 (1094 electronic filing)

When filing 1095-C or 1095-B forms to the IRS through Yearli, the transmittal form (the 1094-C and 1094-C, respectively) is included with the filing. The 1094-B form is automatically generated by the software and included with the 1095-B filings. The 1094-C is created by the user during the e-filing process, and is included with the 1095-C while e-filling. Both the 1094-B and the 1094-C can be printed for record-keeping purposes. To print these forms, refer to the How do I print a 1094-B form? or How do I print a 1094-C form? article.

APPLIES TO

  • Current version of Yearli