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How to Edit Data on a 1099-K Form

The ability to modify data saved in W2 Mate® is significant. Whether your client is updating information they provide to you or you are adjusting data you entered into W2 Mate®, it is important to have the ability to edit 1099-K data before printing, issuing, and reporting Payment Card and Third Party Network Transactions. We make it simple to edit 1099-K tax form data, follow the steps in this 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-K"

4. Click "OK"

5. Click "Select" under 1099 Recipient

6. Select the 1099-K Recipient from the list

7. Click "OK"

8. Edit the 1099-K form data as needed

9. Click "Save" under Form 1099-K

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

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


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