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.
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
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