Real Business Solutions Home

How to Create, Populate and Print 1098-T Forms

W2 Mate® gives users the ability to populate and print 1098-T Forms. Large universities, colleges, and trade schools alike can generate 1098-T, Tuition Statements, and print student’s forms on blank paper. W2 Mate® makes the process of issuing 1098-T tax forms as easy as 1,2,3. This tutorial gives you easy to follow instructions.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

Note: In order to use this feature you must purchase and enable W2 Mate Option #5 for Additional 1099 Forms

1. Click "1099 & 1098 Recipients " from Shortcuts

2. Click "New 1099/1098 Recipient"

3. Checkmark to choose "Form 1098-T" from the drop down list

4. Enter New Recipient information

5. Click "OK"

6. Click "1099 & 1098 Forms " from Shortcuts

7. Click "Select" under Form Type

8. Select "Form 1098-T" from the list

9. Click "OK"

10. Click "Select" under Recipient

11. Select the correct recipient from the list

12. Click "OK"

13. Fill in recipient(s) amounts (for example: Payments received for qualified tuition, Amounts billed for qualified tuition, etc.)

14. Click "Save"

Note: Repeat the steps above for each 1098-T recipient

15. Click "Print"

16. Step 1: Select Recipients from list

17. Step 2: Select type of copy to print

Note: To print a Recipient /Payer copy on blank paper choose the copy to print from the drop-down menu

To print the data on the preprinted IRS red form chose "Print DATA Only"

18. Click "OK"

19. Select the correct printer from drop down list

20. Click "OK"

Create Populate and Print 1098-T Forms in W2 Mate®

© Copyright 2018 Real Business Solutions. All Rights Reserved. Privacy statement and terms of use . Uninstall Instructions