1099 and W-2 forms can be submitted through Yearli without a recipient SSN/TIN if a payer is unable to obtain one. However, to follow IRS guidelines, a formal request for a SSN/TIN should be made to the recipient before the filing deadline and the request should be documented and kept with the issuer’s records.
How to enter a form without an SSN or EIN:
- 1099/1042-S – Recipient SSN/EIN field should be entered as all zeros. Yearli requires data in this field to submit a form. The zeros will be removed when the form is filed to the IRS. This will most likely generate a B-Notice from the IRS.
- W-2 Forms – SSN for recipient can be entered with all zeros.
- ACA Forms (1095-B/1095-C) – SSN for recipient is required, forms with all zeros will not be accepted.
- Payer EIN – A valid EIN must be entered for all payers. Zeros will not be accepted.
- State Reporting – Some states do not accept forms without a valid recipient SSN/EIN. If a form is filed to a state that does not allow zeros in place of an ID, the form will be rejected by the state. It is advised to check individual state filing requirements before filing.