W2 Mate allows you to enter data on other types of 1099/1098 forms.
This is an optional feature.
Forms:
- 1099-INT* Forms: Interest Income
- 1099-DIV* Forms: Dividends and Distributions
- 1099-R* Forms: Distributions From Pensions, Annuities, Retirement, etc.
- 1099-A* Forms: Acquisition or Abandonment of Secured Property
- 1099-B* Forms: Proceeds From Broker and Barter Exchange Transactions
- 1099-C* Forms: Cancellation of Debt
- 1099-PATR* Forms: Taxable Distributions Received From Cooperatives
- 1099-OID* Forms: Original Issue Discount
- 1099-S* Forms: Proceeds From Real Estate Transactions
- 1099-K* Forms: Merchant Card and Third Party Network Payments
- 1098* Forms: Mortgage Interest Statement
- 1098-T* Forms: Tuition Statement
This tutorial shows how to enter data on other 1099/1098 forms in W2 Mate®.
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
- Go to File → Open Company
- Select the company you want to open
- Click → OK
- Go to → 1099 & 1098 forms
- In the right hand corner Click → Select
- Choose the form
- Enter applicable data and Click → Save