How to Create, Populate and Print 1098-T Forms

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

This tutorial shows how to create and print 1098-T 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-T.
  • Enter Recipient information.
  • Click > OK
  • Choose 1099&1098 Forms in shortcut.
  • Click > Select, under form type.
  • Select Form 1098-T
  • Click > Select, under Recipient
  • Select 1098-T Recipient
  • Fill in recipient(s) amounts (for example: Tuition Payments received), 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