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How to Create and Print 1099-INT Forms

W2 Mate® offers the ability for users to produce and print 1099-INT Forms. Support for an unlimited number of 1099-INT filers and an unlimited number of 1099-INT recipients. W2 Mate® supports all types of interest income and related expenses. W2 Mate® is comprehensive 1099 tax software used by many financial institutions, accounting firms and CPA practices. We offer a large number of tutorials including the steps below to enter 1099-INT recipient data, add amounts on 1099-INT forms and print on blank paper or on pre-printed laser 1099-INT 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-INT" 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-INT" 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: Interest Income, Early withdrawal penalty, etc.)

14. Click "Save"

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


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