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How to Create and Print 1099-R Forms

Easily print IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., from W2 Mate® software. Pension benefit administrators, financial institutions, retirement plan administrators, accounting firms, and more will benefit from the affordability and the time-saving features of our 1099-R software. Money saving features such as prints an unlimited number of forms and prints recipient forms on blank paper. Basically three easy steps to produce 1099-R forms, see the tutorial 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-R" 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-R" 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: Taxable amount, Gross distribution, etc.)

14. Click "Save"

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

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