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How to Create, Populate and Print 1098 Forms

W2 Mate® supports 1098, Mortgage Interest Statement Forms. All types of Lenders will have the ability to create, populate and print 1098 Forms. Simply type in the payer/borrower’s information and the amounts in the applicable boxes on Form 1098, such as the total mortgage interest received in Box 1. Print the payer/borrower’s form on blank paper. Follow the easy steps below.

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" 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" 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 amounts (for example: Mortgage interest received, Points paid on purchase, Refund of overpaid interest, etc.)

14. Click "Save"

Note: Repeat the steps above for each 1098 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 Forms in W2 Mate®

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