how to create and print 1099-r forms in w2 mate · 2016. 8. 31. · box i- rents: box 7 -...
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![Page 1: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/1.jpg)
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How to Create and Print 1099-R Forms in W2 Mate
www.W2Mate.com
Start by Opening W2 Mate Program
®
®
![Page 2: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/2.jpg)
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Go to > Company > Open Go to > Company > Open 1
Select a Company to open Select a Company to open 2
Click > Ok Click > Ok 3
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Click > 1098&1099
Recipients
Click > 1098&1099
Recipients 4
Click > New 1099/1098
Recipients
Click > New 1099/1098
Recipients 5
![Page 4: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/4.jpg)
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Fill in the Recipient’s
Tax Identification
Number
Fill in the Recipient’s
Tax Identification
Number
6
Choose their 1099 form Choose their 1099 form
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Fill in Recipient
information
Fill in Recipient
information
Click > OK Click > OK
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Click > 1099&1098 Forms Click > 1099&1098 Forms 10
To Select a different form.
Click > Select
To Select a different form.
Click > Select
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Click > Ok Click > Ok 13
Select your Form Type Select your Form Type 12
![Page 8: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/8.jpg)
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Select your
Recipient
Select your
Recipient 14
![Page 9: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/9.jpg)
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Select your
Recipient
Select your
Recipient 15
Click > OK Click > OK 16
![Page 10: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/10.jpg)
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Fill in recipient(s) amounts (for
example: Taxable amount, Gross
distribution), and click “Save."
Repeat this step for all other
recipients you have added.
Fill in recipient(s) amounts (for
example: Taxable amount, Gross
distribution), and click “Save."
Repeat this step for all other
recipients you have added.
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Click > Print Click > Print 18
![Page 12: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/12.jpg)
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Select Recipient(s) Select Recipient(s) 19
Click > Print a Recipient /Payer copy.
If printing a Recipient copy on blank
paper.
Click > Print a Recipient /Payer copy.
If printing a Recipient copy on blank
paper. 20
![Page 13: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/13.jpg)
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Click > OK Click > OK
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Click > Print DATA ONLY.
If printing on pre-printed Laser Forms.
Click > Print DATA ONLY.
If printing on pre-printed Laser Forms.
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Click > Ok Click > Ok 23
![Page 15: How to Create and Print 1099-R Forms in W2 Mate · 2016. 8. 31. · Box I- Rents: Box 7 - Nonemployee compensation Recipient is inactive [exclude from 1099 forms. I OSS form and 1099](https://reader036.vdocuments.site/reader036/viewer/2022081620/61176332dc347b01161f19c2/html5/thumbnails/15.jpg)
Congratulations. You know how to Create, Populate and Print 1099-R
Forms!