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E-file

11 How do I e-file a corrected 1099 form?

SYMPTOM How do I e-file a corrected 1099 form? RESOLUTION Procedure 1 (E-filing a corrected 1099 form) Note: 1099 Corrections cannot be filed to the state through the Yearli Desktop E-file Center. 1099 Corrections will need to be paper filed with the state.…

12 How do I e-file a form to the state?

SYMPTOM How do I e-file a form to the state? RESOLUTION Procedure 1 (Filing a form to the state) Click on the E-file Center button. Select the form type. Click Next. Select a service that includes state e-file. Click Next. Select the Employment type if filing…

13 How do I e-file a W-2 form?

SYMPTOM How do I e-file a W-2 form? RESOLUTION Procedure 1 (E-filing a W-2 form) Click on the E-file Center button. The program will then check for any available updates. If updates are found they will need to be applied before continuing with the e-file…

14 How do I e-file my 1099-MISC forms with Box 7 (NEC) separate from other 1099-MISC forms?

SYMPTOM I want to e-file my 1099-MISC forms with NEC (Box 7) separate from the 1099-MISC forms with other boxes completed. How do I do this? RESOLUTION Procedure 1 (E-file Forms) In Yearli Desktop select the E-file Center button on the dashboard. Choose the…

15 How do I reset the E-file Center password?

SYMPTOM How do I change the E-file Center account password? RESOLUTION Procedure 1 (Changing the E-file Center account password) Click on the E-file Center menu. Choose Change / Reset Password to update the password. Click on the Forgot Password button. Access…

16 How do I select payers for federal filing?

SYMPTOM How do I select payers for Federal returns? RESOLUTION Procedure 1 (Selecting payers for federal returns) Use the E-file Center - Select Payers for Federal window to select the payer(s) for federal e-file processing. Payers with returns available…

17 How do I select what forms I want to e-file?

SYMPTOM How do I select what forms I want to e-file? RESOLUTION Procedure 1 (Selecting forms to e-file) Select the E-file Center menu at the top of the screen. Choose Send Returns. Use the Yearli E-file Center - Select Form Type window to select the type…

18 How do I setup an E-file Center account?

SYMPTOM How do I setup an E-file Center account? RESOLUTION Procedure 1 (Setting up an existing E-file Center account) Click on the E-file Center menu. Choose Account Setup. When prompted about having an E-file Center account, click Yes. Enter the User ID.…

19 How do I use the TIN Matching service?

SYMPTOM How do I use the TIN Matching service? RESOLUTION Procedure 1 (Submitting a Payer for TIN Matching) The TIN Matching feature is available, free of charge, to users of the Yearli Desktop software via the E-file Center. Only recipients with valid TINs…

20 How do I view the TIN Matching results?

SYMPTOM How do I view the TIN Matching results? RESOLUTION Procedure 1 (Viewing TIN Matching results) Once the IRS completes the TIN Matching process, the results will be available in the E-File Center to view. Click on the E-file Center menu. Choose TIN…