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How to Make Multiple 1099/1098 Recipients Inactive

W2 Mate® comes with many useful functions. The need to mark recipients inactive can arise when you are rolling data over from year to year or you are generating a corrected 1099 or 1098 electronic submission file, as well as a number of other reasons. We understand this and have made it simple to mark one recipient or a batch of recipients inactive. This tutorial explains the steps to take if you need to make recipients inactive in our 1099 software.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "Tools" from top menu bar

2. Select "Other Recipient/1099 Tools"

3. Select "Make Multiple 1099/1098 Recipients Inactive (Disable)"

4. Select recipients you wish to make inactive

5. Click "OK"

6. Click "Yes"

7. Click "OK"

Make Multiple 1099/1098 Recipients Inactive inside W2 Mate®

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