Create, Populate and Print 1099-R Forms

W2 Mate has the ability to create, populate and print 1099-R forms.

This tutorial shows how to create, populate and print 1099-R 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 1099-R
  • Enter Recipient information
  • Click → OK
  • Choose 1099 & 1098 Forms in shortcut
  • Click → Select under Form Type
  • Select Form 1099-R
  • Click → Select under Recipient
  • Select 1099-R Recipient
  • Fill in recipient(s) amounts (for example: taxable amount, Gross distribution), 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