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Page 1 of 7 How to Edit Data on a 1099-INT Form Make sure you have the correct Company open inside W2 Mate 1. Click 1099 & 1098 Forms from the Shortcuts menu

How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

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Page 1: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

Page 1 of 7

How to Edit Data on a 1099-INT Form Make sure you have the correct Company open inside W2 Mate

1. Click 1099 & 1098 Forms from the Shortcuts menu

Page 2: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

Page 2 of 7

2. Click Select under Form Type

Page 3: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

Page 3 of 7

3. Select Form 1099-INT

4. Click OK

Page 4: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

Page 4 of 7

5. Click Select under 1099 Recipient

Page 5: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

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6. Select Recipient

7. Click OK

Page 6: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

Page 6 of 7

8. Edit 1099-INT Data as needed

9. Click Save

Page 7: How to Edit Data on a 1099-INT Form...Company Tools Import Data ExportData E-Filing IRS & SSA Instructions Quality Control Form 1099-INT 1099 Emailer Help Order Supplies Comp any loss

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10. Click Yes