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How to Edit Data on a 1099-R Form

W2 Mate® understands the need to make changes to 1099-R tax forms inside the program. Many different features are built into our 1099-R printing and filing program that makes issuing Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., tax forms as easy as possible. This tutorial displays the steps involved in editing data on a 1099-R form.

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-R"

4. Click "OK"

5. Click "Select" under 1099 Recipient

6. Select the 1099-R Recipient from the list

7. Click "OK"

8. Edit the 1099-R form data as needed

9. Click "Save" under Form 1099-R

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

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

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