How to Edit Data on a 1099-A Form

The list of steps below shows W2 Mate® users how to edit data on Form 1099-A. The importance of allowing users to modify information inside the software cannot be stressed enough. Our Form 1099-A program gives users the tools to issue 1099-A year-end tax forms without errors. If data inside W2 Mate® needs to be adjusted follow the steps below.

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 1099-A"

4. Click "OK"

5. Click "Select" under 1099 Recipient

6. Select the 1099-A Recipient from the list

7. Click "OK"

8. Edit the 1099-A form data as needed

9. Click "Save" under Form 1099-A

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

Edit Data on a 1099-A Form in W2 Mate®