Quick Version: To view forms from an earlier year, open Forms and choose the year in the tax year box at the top of the page. To create a form for an earlier year, click Add a new form, choose the Tax year and Form type, and click Continue.
The Forms page shows one tax year at a time. In Adams Tax Forms Helper, payers and employers are called Issuers. To bring last year's form into this year instead, see How to copy forms from last year (link TBD).
View forms for a previous tax year
Click Forms in the left menu.
Click the tax year box at the top of the page and choose the year you want.
Create a form for a previous tax year
On the Forms page, click Add a new form.
Under Tax year, choose the year the form is for.
Under Form type, choose the form you need.
Click Continue.
What happens next
When you choose a year, the Forms list shows only that year's forms. When you create a form, it opens with the tax year next to the form name. From there, choose the Issuer and recipient and fill in the boxes.
REVIEW (scope): Screenshots 4 and 5 show a 2099 tax year choice that only exists in the test environment. Recapture or crop these before publishing.
Common questions
How do I see forms from every year at once?
Click the tax year box on the Forms page and choose All Years.
Why does the Add a new form panel start on a different year?
Adams Tax Forms Helper saves the last tax year you chose for next time. Check the Tax year before you click Continue.
I picked the wrong year for a new form. What do I do?
Click Cancel at the bottom of the form before you save it. Nothing is created, and you can start again with the right year.
Next, learn how to fill out a form (link TBD).