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How to Create and Print 1099-OID Forms in W2 Mate

www.W2Mate.com

Start by Opening W2 Mate Program

®

®

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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

4

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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5

Fill in Recipient

information

Fill in Recipient

information

Click > OK Click > OK

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6

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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7

Click > Ok Click > Ok 13

Select your Form Type Select your Form Type 12

8

Select your

Recipient

Select your

Recipient 14

9

Select your

Recipient

Select your

Recipient 15

Click > OK Click > OK 16

10

Fill in recipient(s) amounts (for

example: Early withdrawal

penalty, Market discount), and

click “Save." Repeat this step for

all other recipients you have

added.

Fill in recipient(s) amounts (for

example: Early withdrawal

penalty, Market discount), and

click “Save." Repeat this step for

all other recipients you have

added.

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11

Click > Print Click > Print 18

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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

13

Click > OK Click > OK

22

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

Congratulations. You know how to Create, Populate and Print 1099-OID

Forms!