Import 1098 Form Data

W2 Mate has the ability to import 1098 form data.

This tutorial shows how to import 1098 form data in W2 Mate®.

download-tutorial-2

Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

  • Click → Import Data
  • Select Other Forms
  • Click → 1098 Forms
  • Find your 1098 file that needs to be uploaded
  • Click on unused, and map your fields correctly
  • Click → Import