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How to Edit Data on a 1099-B Form

W2 Mate® offers users the ability to edit the data entered on 1099-B Forms. This allows users to edit the 1099-B form information, whether manually entered or imported into the software, to ensure the correct information is reported on the 1099-B forms. Confidently issue 1099-B tax forms knowing how easy it is to modify data already inside W2 Mate®. The easy steps are included in the tutorial.

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-B"

4. Click "OK"

5. Click "Select" under 1099 Recipient

6. Select the 1099-B Recipient from the list

7. Click "OK"

8. Edit the 1099-B form data as needed

9. Click "Save" under Form 1099-B

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

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

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