How to Import and E-file 1099-PATR Forms

W2 Mate has the ability to import and electronic file 1099-PATR forms.

This tutorial shows how to import and electronic file 1099-PATR forms in W2 Mate®


Summary of Steps

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

  • Click → Import Data
  • Select Other Forms
  • Click → 1099-PATR Forms
  • Select your file field separator
  • Find your 1099-PATR file that needs to be uploaded
  • Click on unused, and map your fields correctly
  • Click → import
  • Click → E-Filing
  • Select 1099-PATR 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