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How to Create and Print 1099-DIV Forms

W2 Mate® software supports Form 1099-DIV, Dividends and Distributions. Financial institutions, CPA’s and Accounting Firms will find it beneficial to use W2 Mate®. W2 Mate® is a low cost user-friendly answer to issuing 1099-DIV forms. After entering 1099-DIV recipient information, the software automatically populates the 1099-DIV form, fill in amounts on screens using form replicas. Follow the step by step instructions 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 1099-DIV" 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-DIV" 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: Total ordinary dividends, Qualified dividends, etc.)

14. Click "Save"

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


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