Edit and Save Data on 1099/1098 Forms

W2 Mate has the ability to edit and save the 1099/1098 data that has been entered.

This tutorial shows how to edit and save 1099/1098 form data in W2 Mate®.

download-tutorial-2

Summary of Steps

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

  • Go to 1099 & 1098 forms
  • Click → Select under Form Type
  • Select correct 1099/1098 form
  • Click → OK
  • Click → Select under 1099 Recipient
  • Select Recipient
  • Click → OK
  • Edit 1099/1098 data as needed
  • Click → Save
  • Click → Yes
  • The data will be saved