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How to Import 1099-C Data

W2 Mate® has an excellent resource available to 1099-C issuers which can be used to report Cancellation of Debt, Form 1099-C. One of the many great features of our 1099-C software is importing. We offer a variety of ways to import 1099-C data including from an Excel/CSV file. With a user friendly CSV file mapping feature it only takes moments to import 1099-C recipients and their matching form data. Follow the steps included on this tutorial to start importing 1099-C tax form information.

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-C Forms

This will open the Import 1099-C 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-C Data into W2 Mate®


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