W2 Mate® gives users the tools to create, populate and print 1099-A Forms. Users can print the 1099-A, Acquisition or Abandonment of Secured Property, data onto pre-printed laser forms or print the entire borrower’s 1099-A form on blank paper. W2 Mate® is a stress-free 1099-A year end reporting solution for banks, lending companies, and other financial institutions.
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 1099-A" 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 1099-A" 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: Date of lender’s acquisition, Fair market value, etc.)
14. Click "Save"
Note: Repeat the steps above for each 1099-A 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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