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How to Import 1099-B Data

This tutorial shows how to use the W2 Mate® importing feature. W2 Mate® software will import 1099-B recipient and form records. Reduce the risk of entering inaccurate data by importing 1099-B data. Our 1099-B Form tax program offers the ability to import data in a few quick and easy steps. Export your current data to an Excel/CSV file; map your file inside W2 Mate® and with one click import tax 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 #3 to import

1. Click "Import Data" from the top menu

2. Select "Other Forms (CSV-Excel)"

3. Select 1099-B Forms

This will open the Import 1099-B Forms wizard

4. Click "Browse" to select the correct CSV data file to import

5. Map your fields

6. Click "Import"

7. Click "OK" on the Data import complete message

8. Click "Close"

Import 1099-B Data into W2 Mate®

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