Saving a Form to Complete Later
During the data entry process, click the Save button to save the form. At that time, the form will be saved to the Forms section of your account. Forms can be saved with partial or full data entered on them. If a form is saved with only partial data entered, the remaining data will need to be keyed in prior to submitting that form.
Any forms saved in Forms, e-file, or the cart will remain in the account until you delete or submit them during the checkout process.
Annually, Yearli updates the site for the new tax filing year at the beginning of December. All saved W-2, 1099, and 1095 forms in your Forms, E-file, or Cart pages must be submitted or deleted by this time, or they will be deleted automatically. Yearli will send email reminders through the end of November to notify users of any remaining forms that need to be submitted or deleted.
To Find Saved but Unsubmitted Forms
- Log in to your Yearli account.
- On Your Filing Home, check the forms, e-file, or cart pages, using the buttons at the top of the screen. Any saved forms will be displayed on these pages.