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How to E-File 1098 Forms

W2 Mate® offers a 1098 electronic filing feature. Use our effective e-filing utility to create electronic submission files for 1098 forms, Mortgage Interest Statement. W2 Mate® generates a file that is formatted based on IRS Publication 1220 and that you can submit to the IRS FIRE system. This feature eliminates the need to purchase forms. Businesses of all sizes can benefit with this option. This tutorial shows the steps to create the electronic file and where to navigate to upload your file.

Step by Step Instructions

Note: Before you can file electronically with the IRS you need to obtain a TCC code (Transmitter Control Code). If you filed with the IRS electronically before, then you should already have a TCC code. If this is the first time you are filing electronically then you can easily obtain a TCC code by submitting Form 4419 to the IRS. You will need a TCC code to electronically file regardless of the software.

Make sure you have the correct Company open inside W2 Mate

Note: In order to use this feature you must purchase and enable W2 Mate Option #4 to electronically file

1. Click "E-Filing" from the top menu

2. Select "1098 Forms"

This will open the Electronic Filing Transmitter Setup page

3. Complete all of the Transmitter and Company information fields

4. Enter the Contact Information

Note: Combined Federal/State Program is not available for form 1098

5. Select "Browse" to select the location for the electronic file to be saved

6. Click "OK"

7. To open the folder when the file was saved, Click "Yes" on the pop up screen

Now log in to the IRS FIRE system website to upload your 1098 electronic submission file

To access the IRS FIRE system website from inside W2 Mate:

8. Click "IRS & SSA Instructions" from the top menu

9. Click "Go to IRS FIRE System Website (1099 Electronic Filing)"

You will be re-routed to the IRS FIRE system website (http://fire.irs.gov), where you must log in to upload and submit the file you have created.

Note: Log into the IRS FIRE System Website. If you do not have a user name and password click “Create New Account” link and follow the instructions. If you have any questions regarding the IRS FIRE system website call (866)-455-7438.

E-File 1098 Forms in W2 Mate®


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