How to Import and E-File 1099-OID Forms in W2 Mate · PDF file1 How to Import and E-File...
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Transcript of How to Import and E-File 1099-OID Forms in W2 Mate · PDF file1 How to Import and E-File...
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How to Import and E-File 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 > Other Forms
(CSV-Excel)
Click > Other Forms
(CSV-Excel) 5
Click > Import
Data
Click > Import
Data 4
Click > 1099-OID
Forms
Click > 1099-OID
Forms
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4
Leave the separator
options to default unless
otherwise specified
Leave the separator
options to default unless
otherwise specified
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Find your 1099-OID file that
needs to be uploaded
Find your 1099-OID file that
needs to be uploaded 8
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Map your fields correctly Map your fields correctly 9
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Click > Unused
and match the column
with the header column
Click > Unused
and match the column
with the header column
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Click > Import Click > Import 11
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Click > E-Filing Click > E-Filing
Click > 1099-OID
Forms
Click > 1099-OID
Forms 13
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Fill in all transmitter and
company information
Fill in all transmitter and
company information 14
Enter Contact
Information
Enter Contact
Information 15
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Select Create a TEST file.
To create a test file, if
needed.
Select Create a TEST file.
To create a test file, if
needed.
Check the combined Fed/State
program filing box if your state
participates in the program and
you want to include state data in
your electronic submission file.
Check the combined Fed/State
program filing box if your state
participates in the program and
you want to include state data in
your electronic submission file.
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Click > OK Click > OK
Click browse to select
the location for the file
to be saved to
Click browse to select
the location for the file
to be saved to 18
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Click > Yes Click > Yes 20
21. Now go to the IRS FIRE
website to upload your 1099
electronic submission file.
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Click > IRS & SSA
Instructions
Click > IRS & SSA
Instructions 22
Click > Go to IRS FIRE System
Website (1099 Electronic Filing)
Click > Go to IRS FIRE System
Website (1099 Electronic Filing)
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You will be rerouted to the IRS FIRE
Website, where you must log in to
submit the file you have created. If you
have any questions regarding the IRS
FIRE system website call
(866)-455-7438.
Congratulations. You know how to import and e-file 1099-OID forms!
