1. Navigate to the 1099 & 1098 screen by clicking the button on the left toolbar of the software.
2. Click “New 1099 / 1098 Recipient”. In the dialog that comes up, fill all info and make sure to select Form 1098 as the type of form received. Repeat this step for each recipient you want to add.
3. Navigate to the “1099 & 1098 Forms” screen by clicking the button on the left toolbar of the software.
4. From the top right corner click “Select” under Form Type. In the dialog that comes up select Form 1098.
5. Enter the amount(s) for each 1098 form and click save.
6. When you are ready to print the form(s), click the “Print” button. In the dialog that comes up select the recipients you want to print 1098s for and what copies you want to print.
Good Luck.
Real Business Solutions Support Team, Makers of W2 Mate and Payroll Mate
708-479-8731
