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How to Import 1099-S Data

W2 Mate® supports the importing of 1099-S Forms. This is an invaluable feature offered to users. If you are issuing a large volume of 1099-S forms, import all 1099-S data for each company. Our 1099-S filing and printing software offers more than one way to import. This tutorial shows you how to use the CSV importing feature that is capable of mapping a CSV file (text file delimited with a comma or a tab) into 1099-S data format. This tutorial explains the steps to import 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 "Other Forms (CSV-Excel)"

3. Select 1099-S Forms

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

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