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How do I complete a state reconciliation form when e-filing 1099 forms?

Views: 1871 Created: 2016-08-03 11:43 Last Updated: 2017-05-26 09:22

SYMPTOM

How do I complete a state reconciliation form when e-filing 1099 forms?

RESOLUTION

The state reconciliation form is completed during the e-filing process of the 1099 forms.

Procedure 1 (Completing state reconciliation form for Form 1099)

  1. Click on the E-file Center button.

Note:  The Yearli program will check for any available updates.  If updates are found they will need to be applied before continuing with the e-file process.

  1. Choose the Form 1099 Series option.
  2. Click Next.
  3. Choose the State E-file Only.
  4. Click Next.
  5. Choose the type of 1099 to be filed.  The 1099 form types available for state filing are 1099-DIV, 1099-INT, 1099-MISC, and 1099-R.
  6. Click Next.
  7. Choose the state(s) that the 1099 forms will be filed to.
  8. Click Next.
  9. Choose the Payer(s) to be filed to the state.  If multiple states were selected click on the state tab to select the Payer(s) for each state.
  10. Click Next.
  11. If  the 1099 forms are missing the Account Number:
    1. A prompt will appear indicating that the 1099 forms are missing the Account Number.
    2. Click OK.
    3. Choose for the Selected Payers or for All Payers.
    4. Click Autofill.
  12. At the E-file Center - Reconciliations screen highlight the Payer.
  13. Click on the Complete Reconciliation button.
  14. The state reconciliation form will display.
  15. Verify the information entered here and complete as needed.
  16. Click OK to save and close the reconciliation form.
  17. Click Yes at the prompt to confirm.
  18. Repeat steps 14 through 19 for any additional Payers.
  19. The Next button will become active once the state reconciliation forms have been completed for each Payer.
  20. Click Next.

Note:  The program will validate the data entered on the forms.  If any errors are found they are displayed in an Error Detail.  These errors will need to be resolved before the forms can be e-filed.

  1. Check the I agree to Terms & Conditions box.
  2. Click Next.
  3. Enter the applicable payment information.
  4. Click Send.

APPLIES TO

  • Current version of Yearli