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How to Import 1099-INT Data

W2 Mate® offers the ability for users to import 1099-INT tax form information for Interest Income. W2 Mate® supports all types of interest income and all fields on the 1099-INT form. We support a variety of ways to import the data. Our importing tool is useful to all types of 1099-INT filers to import large numbers of recipients at one time. W2 Mate software is used by many financial institutions as well as large and small CPA/Accounting firms. One of the more popular methods of importing is from a CSV file. This tutorial shows users the easy steps to importing from a CSV file.

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 "1099-INT Forms (CSV-Excel)"

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

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