How to Select a Recipient

W2 Mate gives you the ability to select which recipient you are creating the form for.

This tutorial shows how to select a recipient while creating 1099/1098 forms.



Summary of Steps

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

  • Go to File→ Open Company
  • Select the company you want to open.
  • Click→ OK
  • Go to 1099&1098 forms → Click Select
  • Select the Recipient you want.
  • Click→ OK
  • The Recipient you want will appear.