Dianna
Level 3

Definitely use the Information Return System to upload to SSA. I used it to print the W-2's and W-3 information as well as 1099's. It's more reliable than running it out of the EasyAcct program, which after future updates, the information is sometimes not retrievable as the years and updates move forward. Even saving a copy of the company doesn't help, thankfully I always save a hardcopy of the W-2's in my files and was able to provide a W-2 from 2023, which I was unable to do through the program itself. It wasn't saved the same way through the information return for that year, so I learned to always use Information Return for all things related to uploading, and printing forms, the information is always available that way, regardless of updates to the software.