How to Edit Data on a 1098 Form

This tutorial shows you how to edit 1098 form data inside W2 Mate® software. This is an important tool since mistakes are bound to happen. Whether you have entered information manually or imported 1098 information, the form data can be edited. The easy to follow steps below will ensure 1098 forms are issued correctly.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "1099 & 1098 Forms" from the Shortcuts menu

2. Click "Select" under Form Type

3. Select "Form 1098"

4. Click "OK"

5. Click "Select" under Borrower

6. Select the 1098 Recipient from the list

7. Click "OK"

8. Edit the 1098 form data as needed

9. Click "Save" under Form 1098

10. Click "Yes" to save the updated form information

Edit Data on a 1098 Form in W2 Mate®