1098-T forms are one of the many forms supported by W2 Mate. Printing 1098-T forms is a very important step in fulfilling filing requirements during tax season. Print three recipients per page and easily align data on pre-printed forms if needed. Printing recipient and IRS copies of the 1098-T form can be done with a few clicks of your mouse. Follow the simple instructions below.
Make sure you have the correct Company open inside W2 Mate.
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 1098-T from drop down menu.
15. Select the correct 1098-T 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 1098-T data from QuickBooks. Review the imported data inside W2 Mate.
2. Click "1099 & 1098 Forms" from Shortcuts.
3. Click "Print".
4. Step 1: Select Recipients from list.
5. Step 2: Select type of copy to print.
Note: To print a Recipient / Payer copy on blank paper, choose the copy to print from the drop-down menu.
To print the data on the preprinted IRS red form chose "Print DATA Only".
6. Click "OK".
7. Select the correct printer from drop down list.
8. Click "OK".
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