At my age sometimes my memory plays tricks on me but while it has been a while since I have been involved with W2s and 1099s I thought you had to keep them for longer than 2 years.

I don't use Intuit for w2's/1099's (use another provider) and have always been able to print any years I need, but I always keep a backup copy on my computer in case my provider has an issue, and doesn't have my records. Suggest you start keeping a copy for yourself.  

Never rely on software.  Always keep a pdf or paper copy of forms ————— just in case.

Wow.  

I used QE forms until  2023... their pricing was more than I was willing to pay....  Though I make a point of printing to PDF I think I'm really glad I changed.

Thank you for your reply.  May I ask what software you use for W2's and 1099's? Are there multiple options?

We used QEF years ago.

There are multiple options. We used Track1099 for the past few years. 

They are changing from pay per 1099/W-2 to a subscription model so I don't know if we will continue. They haven't gotten back to me on the new pricing.

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@sjrcpa wrote:

We used Track1099 for the past few years. 

They are changing from pay per 1099/W-2 to a subscription model so I don't know if we will continue. They haven't gotten back to me on the new pricing.

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Really?  That would suck.  At first glance on the website, it looks like they have both options, but maybe they are in the process of changing things.

I got an email from them about "my account" saying this. I didn't go to the website. I usually don't think about this til Nov or Dec.

I don’t prepare a lot of forms. I used efilemyforms.com. Per form cost….Best I can say is it worked and was inexpensive ….wasn't impressed with the workflow but got the hang of it by the time I was done…. Guess I’ll have to relearn it next year.

EDIT:   ……but the lesson of the day is to keep a backup paper or pdf copy of everything…. Never rely on the ability to reprint from whatever software or platform you use…. 

When I prepared payrolls, etc. I always printed PDFs for my files.

Yes, I get the same issue. Tech. support could not help to solve this problem. Over 40 of my clients' business files disappeared, even I try to create a new form, and I still cannot see it.

I have used Quick Employer software 

What software do you use?

Hi @bldgcont  Thank you for your post and for sharing your experience. We understand the concern about your missing data, as your forms from the last year should still be visible.

When this situation occurs, it may be because the user is logged in with different credentials. Is there any possibility this is happening?

If Quick Employer Forms is accessed with different login credentials, you will not be able to view prior-year forms, nor will these forms transfer to the current year's business/forms list.