W2 Mate® offers several ways to update information on the 1099-R forms inside the program. One particular feature gives users the ability to update the state and state number fields. The user can update one form at a time, a batch of forms or all 1099-R forms at the same time. Our 1099-R software includes this feature to give users the freedom to make adjusts to forms based on their needs. This tutorial explains the steps to update the state and state number fields on 1099-R tax forms.
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-R 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"
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