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

Our 1099-OID form filing and printing software, W2 Mate®, comes packed with many time saving features. One of these time-saving components is the capacity to update the state and state ID number fields on Form 1099-OID, Original Discount Issue. The tutorial gives clear instructions on how to update the state and state ID number fields either in batches, on one 1099-OID form or on all forms at the same time.

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-OID 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-OID Recipients inside W2 Mate®