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How to Enter Data on Other 1099/1098 Forms

W2 MateĀ® supports a large number of 1099 and 1098 tax forms. The supported forms are 1099-MISC 1099-INT, 1099-DIV, 1099-R, 1099-A, 1099-B, 1099-C, 1099-PATR, 1099-OID, 1099-S, 1099-K, 1098, and 1098-T. To move from form to form in the same company or to open a particular form (defaults to 1099-MISC) it is as easy as selecting the desired form. This tutorial shares the steps to open a specific form and enter form data.

Step by Step Instructions

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 #5 for Additional 1099/1098 forms

1. Click "1099 & 1098 Forms" from shortcuts

2. Click "Select" under Form Type

3. Choose the form you want to work with

4. Click "OK"

The selected form will open on your screen

Note: Enter applicable data for this specific form on this screen

Enter Data on Other 1099/1098 Forms in W2 MateĀ®

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