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How to Edit and Save Data on 1099 & 1098 Forms

This W2 Mate® tutorial shows users how to use the edit feature. You can edit information on the 1099 and 1098 forms you have input into W2 Mate® software. In general, you select the type of 1099 or 1098 form, select the recipient, make changes to the information, and save the modifications. This is practical tool that can be used by all types of 1099 & 1098 issuers.

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 the 1099/1098 Form you would like to work with

4. Click "OK"

5. Click "Select" under 1099 Recipient

6. Select the 1099/1098 Recipient from the list

7. Click "OK"

8. Edit the form data as needed

9. Click "Save" under Form

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

Edit and Save Data on 1099 & 1098 Forms in W2 Mate®

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