How to Update State and State ID for Multiple 1099-B Recipients

This tutorial explains how to update the state and state number boxes on tax form 1099-B. Use this feature to update a single recipient, multiple recipients or all recipients at the same time. Making changes to 1099-B information is a key feature included in W2 Mate® software.

Step by Step Instructions

Note: In order to use this feature you must purchase and enable W2 Mate Option #5 for Additional 1099 forms

Make sure you have the correct Company open inside W2 Mate

1. Click "Tools"

2. Select "Other Recipient/1099 Tools"

3. Select "Update State and State ID for Multiple 1099-B Recipients"

Note: The Box numbers used on the form are subject to change from year to year

4. Select New State from drop down menu

5. Enter New Payer’s State Number

6. Check boxes as applicable

7. Select Recipients to update

8. Click "OK"

9. Click "Yes"

10. Click "OK"

Update State and State ID for Multiple 1099-B Recipients inside W2 Mate®