How to Submit State and Local Form Copies

As part of the services at Yearli, we offer the ability to submit W-2, certain 1099 forms (1099-NEC, 1099-MISC, 1099-DIV, 1099-INT, 1099-R, 1099-K), and the 1095-B and 1095-C forms electronically to the state, if the specific state requires copies.

Electronically Submit W-2 and/or 1099 Forms to States

1. During data entry or import, enter the state-specific data (state abbreviation, state ID, and/or state dollar amounts) on the form(s). 
   • If a state is not selected under State Information (Boxes 5-7), the form will not be filed to the state.
2. In Forms, select the payer and click Start E-File.
3. At the Filing Recommendations screen, the State Filing option should be selected (highlighted in blue). Click Next.
4. At the Work Needed screen, click Edit to complete the reconciliation form, if required. 
   • Make any changes needed.
   • Click Save.
   • Click Back to return to work needed.
5. Click Next to proceed.
6. At the Final Review screen, click Add To Cart.
7. Continue through the checkout process to pay for and submit the forms. 

Electronically Submit 1095-B/1095-C Forms to States

1. During data entry or import, check the box for the appropriate state.
   • If the state checkbox is not selected, the form cannot be filed to the state.
2. In Forms, select the payer and click Start E-File.
3. At the Filing Recommendations screen, the State Filing option should be selected. Click Next.
4. At the Work Needed screen, click Edit to complete the reconciliation form if required. 
   • Make any changes needed.
   • Click Save
   • Click Back.
5. Click Next to proceed.
6. At the Final Review screen, click Add To Cart.
7. Continue through the checkout process to pay for and submit the forms.

Print PDF Copies for Forms That Cannot be E-Filed to a State 

1. Log in to Yearli.
2. Click the E-File History button.
3. Click the View Detail link next to the batch of forms you wish to print copies for.
4. Click on Download/Print Forms under Reports.
5. At the next screen it will list all recipients in that batch. Check the boxes next to each recipient you'd like to print forms for.
6. Choose the desired copy of the form to be printed.
7. Click the Form Selection button.
8. Open or save the PDF or ZIP file as desired.