This tutorial shows users how to deliver QuickBooks 1099 R tax statements electronically. It is a widely accepted practice to receive 1099-R tax forms electronically. QuickBooks 1099 R tax forms can easily be delivered electronically using W2 Mate software. W2 Mate’s user friendly features include importing from QuickBooks, creating password protected recipient PDF 1099-R forms, and automated email delivery.
1. Click "Import Data" from the top menu.
2. Select "From QuickBooks (W2 and/or 1099 Data)”. This will open the QuickBooks Import wizard.
3. Read Message-understand you will need to have QuickBooks open and actively running.
4. Click "Next".
5. Click "Connect to QuickBooks". This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks.
6. Click "Yes".
7. Checkmark to allow this application to access personal data.
8. Click "Continue".
9. Click "Done".
10. Click "Next".
11. Click "Next".
12. Select 1099 Data.
13. Select "Tax year" from drop down menu.
14. Select Form 1099-R from drop down menu.
15. Select the correct 1099-R box for monetary amounts from drop-down menu.
16. Click "Next".
17. Click "OK".
18. Review data to import.
19. Click "Next".
20. Click "Finish".
Note: The steps above are for importing from QuickBooks desktop. To import from QuickBooks online (QBO), please follow this tutorial. How to Import 1099 Data from QuickBooks Online
Make sure you have the correct Company open inside W2 Mate.
1. You have imported 1099-R data from QuickBooks. Review the imported data inside W2 Mate.
2. Click "1099 & 1098 Forms" from the Shortcuts.
3. In the upper right corner of the form, click “Select” under form type and choose 1099-R.
4. Click "Create PDF 1099’s".
5. Click "Browse" to select Output location.
6. Set a password to access the PDF.
7. Select the recipients you intend to create PDF’s for.
8. Check 1099 Emailer options Box.
9. Click "Create PDF 1099’s".
10. Click "OK".
Note: 1099 Emailer will automatically launch.
11. Click "Batch Send Emails".
Note: If this is your first time using the 1099 Emailer, a box that will appear to set up the emailer settings. Complete all fields.
12. Click "OK".
13. Select the recipients.
14. Click "OK".
15. Click "Batch Send emails".
16. Click "OK".
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