W-2 Services
For W-2's Yearli offers a bundled service that includes: Federal and State E-filing and Recipient Print and Mail with the optional Online Retrieval service.
- Electronically file W-2 Federal Copy A information to the Social Security Administration.
- Electronically file W-2 State Copy information to the State Agency.
- Mail an original W-2 form to the recipient.
- Option to have recipient copies posted to a secure online portal for recipients to download.
- Send the electronic equivalent of the W-3 to the Social Security Administration.
- Send a confirmation of the transaction via email to you, the filer.
- The ability to print copies for your own files, as well as for filing with State or Local agencies, after the data is submitted.
1099 Services
For 1099s Yearli offers a bundled service that includes: Federal and State E-filing and Recipient Print and Mail and the optional Online Retrieval service.
- Electronically file 1099 Federal Copy A information to the IRS.
- Electronically file 1099 State Copy information to the State Agency.
- Mail an original 1099 form to the recipient.
- Option to have recipient copies posted to a secure online portal for recipients to download.
- Send the electronic equivalent of the 1096 to the IRS.
- Send a confirmation of the transaction via email to you, the filer.
- The ability to print copies for your own files, as well as for filing with State or Local agencies, after the data is submitted.
Yearli offers the option to opt out of state e-filing during the submission process in the event the state filing service is not desired. If the "Opt out of state e-file" checkbox is selected, state e-filing will be turned off for the form and Yearli will not submit any W-2 or 1099 data to the state government agency.
To view your state's deadlines or requirements, please visit our deadline page. During the data entry process, Yearli will guide you through your state filing requirements to assist you in completing your forms.
In the event a user would prefer to print and distribute the recipient copies themselves, the recipient mailing service can also be opted out of during the submission process. If the recipient mailing service is opted out of, Yearli will not print and mail any recipient forms. Instead, the forms will be available in the account as PDF files for the user to download, print, and distribute to their recipients.
1095 Services
For the 1095-B and 1095-C forms Yearli offers a bundled service that includes: Federal E-filing and Recipient Print and Mail with the optional Online Retrieval service.
- Electronically file 1095 Federal Copy information to the IRS.
- Electronically file 1095 information to the states of NJ, DC, CA, or RI, if selected.
- Mail an original 1095 form to the recipient.
- Option to have recipient copies posted to a secure online portal for recipients to download.
- Send the electronic equivalent of the 1094-B and 1094-C to the IRS.
- Send a confirmation of the transaction via email to you, the filer.
- The ability to print copies for your own files after the data is submitted.
In the event a user would prefer to print and distribute the recipient copies themselves, the recipient mailing service can also be opted out of during the submission process. If the recipient mailing service is opted out of, Yearli will not print and mail any recipient forms. Instead, the forms will be available in the account as PDF files for the user to download, print, and distribute to their recipients. If the recipient mailing service is opted out of, the 1095 forms will not be posted to the secure online portal for recipients to download.
To view your state's deadlines or requirements, please visit our deadline page. During the data entry process, Yearli will guide you through your state filing requirements to assist you in completing your forms.
94X Services
For the 941, 943, 944, 945 and 940 forms Yearli will do the following:
- Electronically file the Federal 941 and Schedule B, 943, 944, 945 and/or 940 forms to the IRS.
- Provide the ability to print a copy of the 941 and Schedule B, 944, and/or 940 for your records.
The printed copies of the 941, 943, 944, 945, 940 forms cannot be used for paper filing to the IRS.