How can we update State and Payer's state no for multiple 1099-R Forms.

Question

 

We imported 1,280 forms into a 1099-R file and some of the recipients have state withholding.  When printing the form, our state and state number are not printing on the 1099-R form even though it shows on the screen.  We printed the first 20 forms to review and one person who had no federal or state withholding, it printed box #11 (State/Payer's state no).  However, there were several individuals who had state withholding and this information did not print.  Can you help us out?

Tania

Answer 1

Hello Tania,

From the top menu inside W2 Mate, please select “Tools > Other Recipient / 1099 Tools > Update (State, State Payer# for multiple 1099-R recipients). In the dialog that comes up select the recipients you want to update the “State / State ID” for and the new values for these fields. Once this is done, please try to print again and you should see the State / State ID field populated properly.

 

 

Real Business Solutions Support Team, Makers of W2 Mate and Payroll Mate

 

http://www.realtaxtools.com/

support@realtaxtools.com

708-479-8731