Selecting a Filing Year

At any time, users can select a filing year by clicking FILING YEAR in the top-right corner of the 1099-Prep page. By default, the current filing year is always selected.

When you select a previous filing year, you can access forms you submitted in that year by clicking customer tiles in the company dashboard.

When accessing previous filing years, do can only do the following:

• View tax forms created in that year.

• View history of tax forms, they were submitted and processed.

• Access cart history and view details on submissions made that year.

• Search for carts you submitted in the selected filing year.

• Resend statements to recipients from their carts.

• Generate reports of final forms submitted.

• Export tax data from payers, recipient, and form fields for records.

  NOTE: If you need to export tax data from a prior year and then import, see Importing Tax Data from a Select Year.