Electronically Filing Prior Year Forms

Federal Prior Year Reporting is available depending on the form you need to file and the version of Yearli you have.  Prior Year state reporting is not available in Yearli.

Available Form Types and Filing Years by Package

Form Type Yearli Premier Yearli Performance Yearli Core
W-2 Current & 3 Prior Years Current Year Current Year
W-2C Current & 3 Prior Years Current & 3 Prior Years Current & 3 Prior Years
1095 Current & 5 Prior Years Current Year Not Available
1099
(NEC, MISC, INT, DIV,  R, S)
Current & 3 Prior Years Current Year Current Year
1099 
(C, 1098, 1098-T)
Current & 3 Prior Years Current Year Not Available
1099 
(K, OID, Q, LTC, PATR, G, B, A, 1098-C, 1098-E, 5498, 3921, W-2G, 5498-SA, 5498-ESA)
Current & 3 Prior Years Current Year Not Available
1099
(SA, CAP, 3922)
Current & 2 Prior Years Current Year Not Available
1042-S Current & 3 Prior Years Not Available Not Available
1042 Current & 1 Prior Year Not Available Not Available
Corrected 1099
(NEC, MISC, INT, DIV, R, S)
Current & 3 Prior Years* Current Year* Current Year*
Corrected 1099 
(C, 1098, 1098-T)
Current & 3 Prior Years* Current Year* Not Available
Corrected 1099 
(K, OID, Q, LTC, PATR, G, B, A, 1098-C, 1098-E, 5498, 3921, W-2G, 5498-SA, 5498-ESA)
Current & 3 Prior Years* Current Year* Not Available
Corrected 1099
(SA, CAP, 3922)
Current & 2 Prior Years* Current Year* Not Available*
Corrected 1042-S Current & 3 Prior Years* Not Available Not Available
Corrected 1095 Current & 5 Prior Years* Current Year* Not Available
944/940 Current Year Current Year Current Year
941 Current & 2 Prior Years Current & 3 Prior Quarters Current & 3 Prior Quarters

*Corrections of 1099, 1095, and 1042-S forms are only supported if the original form was filed with Yearli. 
 

Yearli Core or Yearli Performance users who wish to file prior year forms can upgrade to Yearli Premier by clicking on the "Ready to Upgrade?" button in the lower left corner of the Home screen, or by contacting our Sales department at 800-968-1099 or greatland@greatland.com.

All Prior Year forms follow a Premium Pricing structure. Find more information at https://yearli.com/detailed-pricing.

How to File a Prior Year Form (Available in Yearli Premier only): 

To file prior year forms, you will need to change the "Year" drop down when you are choosing your form type in the Form Data Entry screen or on the Yearli Excel Import screen to download a Prior Year template. Forms that are available for each filing year will be highlighted in blue. 

 

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