Electronically File 1099-R Forms with IRS

W2 Mate has the ability to electronically file 1099-R forms.

This tutorial shows how to electronically file 1099-R forms in W2 Mate®

download-tutorial-2

Summary of Steps

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

  • Click → E-Filing
  • Select 1099-R Forms
  • Fill in all Transmitter, Company and Contact Information
  • Check the combined Fed/State program box if your state participates in the program and you want to include state data in your electronic submission file
  • Click → Browse
  • Select location to save file
  • Click → OK
  • Click → IRS&SSA Instructions
  • Select “Go to IRS FIRE System Website (1099 electronic filing)” to go to the IRS website to submit your file