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.
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"
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