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How to Create and Print 1099-R Forms in W2 Mate
www.W2Mate.com
Start by Opening W2 Mate Program
®
®
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Go to > Company > Open Go to > Company > Open 1
Select a Company to open Select a Company to open 2
Click > Ok Click > Ok 3
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Click > 1098&1099
Recipients
Click > 1098&1099
Recipients 4
Click > New 1099/1098
Recipients
Click > New 1099/1098
Recipients 5
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Fill in the Recipient’s
Tax Identification
Number
Fill in the Recipient’s
Tax Identification
Number
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Choose their 1099 form Choose their 1099 form
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Fill in Recipient
information
Fill in Recipient
information
Click > OK Click > OK
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Click > 1099&1098 Forms Click > 1099&1098 Forms 10
To Select a different form.
Click > Select
To Select a different form.
Click > Select
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Click > Ok Click > Ok 13
Select your Form Type Select your Form Type 12
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Select your
Recipient
Select your
Recipient 14
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Select your
Recipient
Select your
Recipient 15
Click > OK Click > OK 16
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Fill in recipient(s) amounts (for
example: Taxable amount, Gross
distribution), and click “Save."
Repeat this step for all other
recipients you have added.
Fill in recipient(s) amounts (for
example: Taxable amount, Gross
distribution), and click “Save."
Repeat this step for all other
recipients you have added.
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Click > Print Click > Print 18
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Select Recipient(s) Select Recipient(s) 19
Click > Print a Recipient /Payer copy.
If printing a Recipient copy on blank
paper.
Click > Print a Recipient /Payer copy.
If printing a Recipient copy on blank
paper. 20
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Click > OK Click > OK
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Click > Print DATA ONLY.
If printing on pre-printed Laser Forms.
Click > Print DATA ONLY.
If printing on pre-printed Laser Forms.
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Click > Ok Click > Ok 23
Congratulations. You know how to Create, Populate and Print 1099-R
Forms!
