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How to Create, Populate and Print 1099-B Forms

W2 Mate® is a powerful 1099-B reporting software. If you are required by the IRS to file Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, W2 Mate® is the solution for you. Affordable user-friendly software for your year-end tax reporting needs. Simply enter recipient information to create a 1099-B Form. Enter amounts and totals to populate Form 1099-B. Click print to print forms on blank paper or pre-printed laser forms.

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 1099-B" 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-B" 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: Proceeds, Cost or other basis, etc.)

14. Click "Save"

Note: Repeat the steps above for each 1099-B 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 1099-B Forms in W2 Mate®

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