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How do I print a 1094-B form?

Views: 621 Created: 2016-08-03 08:59 Last Updated: 2017-10-18 09:07
SYMPTOM

How do I print a 1094-B form in the Yearli software?

RESOLUTION

Procedure 1 (Printing a 1094-B form)

Note: The 1094-B printing process has changed since Yearli 2015. For steps on printing the 1094-B in Yearli 2015, please see the How do I print 1094-B forms? (2015) article.

  1. Click the Print Forms button.
  2. Select the payer.
  3. To choose which recipients appear on the 1094-B:
    1. Click on the Recipient List tab.
    2. Select recipients by using the Select All link or hold the Ctrl key on the keyboard and select each recipient.
  4. Choose 1094-B from the Select Return column.
  5. Choose either Blank Form or Pre-Printed under the Select Print Type field.
  6. To print 1094-B forms for multiple payers at a time:
    1. Click the Payer Groups tab.
    2. Choose the payer group to be printed. For steps on creating a payer group, see the How do I add or edit a payer group? article.
  7. Click Print to print the forms directly to the printer or Preview to display the forms on the screen before printing.
Notes:

  • The 1094-B can be printed without first printing or previewing Copy A of the 1095-B forms.  From the Recipient List, select the recipients whose 1095-B form information you want to be include on the 1094-B to ensure accurate totals on the transmittal form.
  • You do not need to print a 1094-B summary for 1095-B returns that were corrected and e-filed through the E-file Center.

Select Returns

  • Select return:  Select a return type from the Select Returns list.
  • Select copy:  Click in the Select Copy list to select the form copy to be printed.  Use your arrow keys or the scroll bar to move up and down through the list.
  • Select print type:  Click a radio button to select blank form or pre-printed form.
    • The Pre-printed form option must be chosen in order to print or preview Copy A.
  • Select print options:  To include payer information on the pre-printed 1094-B form, click the Print Payer Information checkbox. Payer information is automatically printed when Blank Form is selected as the print type.
    • Click the Printer Setup button to change the current printer.  Note that the current printer is displayed directly to the right of the Printer Setup button.
    • Adjust text alignment:  Change the number of units displayed in the Horizontal and Vertical boxes to regulate alignment.  1 unit is equal to 1/1000 of an inch. (Option is not available for blank forms.)
      • Horizontal:  Positive numbers move data to the right, negative numbers move data to the left.
      • Vertical:  Positive numbers move data up, negative numbers move data down.
Select Recipients

  • Use the Recipient List tab to select specific recipients to be included on the 1094-B.  The default is to print for All recipients.
  • To select recipients, click to highlight the recipients you would like to print. Click, hold, and drag to select multiple recipients. Use Shift-Click or Ctrl-Click to select adjacent or non-adjacent recipients in the list.
  • To change the recipient display order, click the column heading to change the sort order. The recipients can be sorted by TIN, Name, State, or Misc Search.
Payer Groups

  • Use the Payer Groups tab to print 1094-Bs for a group of payers. Simply highlight a Payer Group in the list.
APPLIES TO

  • Current Version of Yearli.