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How to Edit Data on a 1098-T Form

W2 Mate® allows users to edit 1098-T data inside the program. Our 1098-T year end reporting software makes it easy for 1098-T data to be modified. This feature gives users the flexibility to import data, manually enter data and modify that information at anytime. Schools, colleges and universities can use W2 Mate® effortlessly. The tutorial shows users the steps below to edit 1098-T form data.

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-T"

4. Click "OK"

5. Click "Select" under Recipient

6. Select the 1098-T Recipient from the list

7. Click "OK"

8. Edit the 1098-T form data as needed

9. Click "Save" under Form 1098-T

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

Edit Data on a 1098-T Form in W2 Mate®

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