W2 Mate has the ability to electronically file 1099-R forms.
This tutorial shows how to electronically file 1099-R forms in W2 Mate®
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
- Click → E-Filing
- Select 1099-R Forms
- Fill in all Transmitter, Company and Contact Information
- Check the combined Fed/State program box if your state participates in the program and you want to include state data in your electronic submission file
- Click → Browse
- Select location to save file
- Click → OK
- Click → IRS&SSA Instructions
- Select “Go to IRS FIRE System Website (1099 electronic filing)” to go to the IRS website to submit your file