How to Create, Populate and Print 1098 Forms

W2 Mate has the ability to create and print 1098 forms.

This tutorial shows how to create and print 1098 forms in W2 Mate®


Summary of Steps

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

  • Choose 1099&1098 Recipients in shortcut.
  • Click → New 1099/1098 Recipient.
  • Choose form 1098.
  • Enter Recipient information.
  • Click → OK
  • Choose 1099&1098 Forms in shortcut.
  • Click → Select, under form type.
  • Select Form 1098
  • Click → Select, under Recipient
  • Select 1098 Recipient
  • Fill in recipient(s) amounts (for example: Mortgage interest, points paid or Refund of overpaid interest), and click “Save.” Repeat this step for all other recipients you have added.
  • Click → Print

*If printing a Recipient copy on blank paper.*

  • Choose recipients
  • Click → Print a Recipient /Payer copy. Choose the copy you want to print from the drop down menu.
  • Click → Ok

*If printing a recipient copy on pre-printed forms*

  • Choose recipients
  • Click → Print DATA ONLY
  • Click → Ok