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How to E-file QuickBooks 1099-R Forms with Massachusetts

W2 Mate® offers a Massachusetts 1099-R electronic filing component. Our 1099-R electronic filing software seamlessly imports 1099 R data from QuickBooks. The built-in e-filing tool creates the QuickBooks 1099-R, Distributions From Pensions, Annuities, Retirement, etc., e-file with a click of the button. The steps below go over the simple steps you will take to import QuickBooks 1099-R data and create an electronic submission file for MassTaxConnect.

Import 1099 R Data from QuickBooks

Step by Step Instructions

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 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

Massachusetts 1099-R E-File Instructions

Step by Step Instructions

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. Under the Company General Information tab inside W2 Mate, make sure to enter "MA" for the State field. If you do have an account number with MA, please enter under “Employer State ID” field.

3. Very Important: Make sure Box 13 on all 1099-R forms is set to "MA". To be on the safe side, select from the top menu inside W2 Mate "Tools > Other Recipient / 1099 Tools > "Update Box 13 (State, Payer’s State #) for multiple 1099-R Recipients" and select "MA" as the state abbreviation.

4. From the top menu inside W2 Mate select "E-Filing > 1099-R Forms".

5. In the 1099 E-File dialog use "11111" (no quotes) for the TCC code since you are filing with the state.

6.In the 1099 E-File dialog make sure you DO check the box "Include Combined Federal / State Filing Program Information".

7. VERY Important: make sure the file name under "Output File" ends with ".TXT".

8. Once all the data in the 1099 E-File dialog is populated, click the OK button. W2 Mate will create the file and show a success message.

9. Upload the file using the MassTaxConnect.

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