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How to Create and Print 1099-PATR Forms

Our 1099-PATR software, W2 Mate®, is an excellent answer to issuing Taxable Distributions Received From Cooperatives, 1099-PATR Forms. Simply click the recipient shortcut to enter PATR recipient data and the forms shortcut to enter amounts directly on a form replica. W2 Mate® will print 1099-PATR forms on blank paper and on pre-printed laser forms. This tutorial includes easy step by step instructions to create, populate, and print 1099-PATR 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-PATR" 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-PATR" 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: Patronage dividends, Nonpatronage distributions, etc.)

14. Click "Save"

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

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