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How to Clear Data on 1099 and 1098 Forms

W2 Mate® is capable of clearing all data from a 1099 or 1098 form. Was information improperly entered on the 1099 / 1098 form? Recipient, general information, and 1099 amounts can easily be cleared from a recipient’s 1099 form. Prevent the need to file corrections by following the steps below to clear data from 1099 and 1098 forms.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "1099 and 1098 Forms" in Shortcuts menu

2. Click "Select" under Form Type along top of page

3. Select the correct 1099/1098 form type you want to work with

4. Click "OK"

5. Click "Select" under the 1099 Recipient section along top of page to see the list of recipients for this form type

6. Select the correct Recipient from the list-only recipients for the selected form type will be listed

7. Click "OK"

8. Click "Clear" under the Form type section along top of page

9. Click "Yes" on the pop up to clear the form data value from all fields

10. Click "Save" to save the updated form as needed

Clear 1099/1098 Form Data in W2 Mate®

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