Edit Data on a 1099-R Form

W2 Mate has the ability to edit 1099-R form data.

This tutorial shows how to edit 1099-R 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.

  • Go to 1099 & 1098 Forms
  • Click → Select under Form Type
  • Select Form 1099-R
  • Click → OK
  • Click → Select under 1099 Recipient
  • Select Recipient
  • Click → OK
  • Edit 1099-R data as needed
  • Click → Save
  • Click → Yes