This page (revision-21) was last changed on 26-Nov-2021 10:22 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by mmcfarland

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Version Date Modified Size Author Changes ... Change note
21 26-Nov-2021 10:22 56 KB Karen Parrott to previous 1099R_PROCESSING ==> 1099R PROCESSING

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1099 R PROCESSING...nobody
1099R PROCESSING

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At line 3 changed one line
There is required set up of 1099Rs before the forms, reports and media files can be produced. Users must confirm the setup of groups, states, counties, school districts and tax jurisdictions as they apply to your organization. \\ \\
!!!1099R Form Processing
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There is required set up for 1099Rs before the forms and reports can be produced. Users must confirm the setup of groups, states, counties, school districts and tax jurisdictions as they apply to your organization. \\ \\
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After the 1099R set up is complete, the Summary Report is run for comparison to the Year-To-Date Register. When everything is balanced, the 1099Rs can be printed and the summary report can be re-run to produce the required media file.
After the 1099R set up is complete, the Summary Report is run for comparison to the Year-To-Date Register. When everything is balanced, the 1099Rs can be printed.
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!!Date of Payment
For the new field Date of Payment, Seq#2815, R99-DATE-OF-PAYMENT, a combination of User Defined Fields (UDF) in IMUF and User Fields (UF) in IMCD are used. \\ \\
!Date of Payment
For the new 'Date of Payment' field, Seq#2815, R99-DATE-OF-PAYMENT, a combination of User Defined Fields (UDF) in IMUF and User Fields (UF) in IMCD are used. \\ \\
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On the Maintain Identity Information (IEID) form, in the ‘Date of Death Benefit Paid’ User Field, the date must be entered for the selected employees.
On the Maintain Identity Information (IEID) form, in the ‘Date of Death Benefit Paid’ User Field, the date must be entered for the defined employees.
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The IDFD Form Code HL$US-1099R-2019 provides the Store Option starting from Seq# 2000 in order for the RPYEU process to store the Employer Name/Addresses, the Employee Name/ Addresses and the Amounts of the Seq# in the Government Remittance Tables. \\ \\
The IDFD Form Code HL$US-1099R-2019 provides the Store Option starting from Seq# 2000 in order for the RPYEU process to store the Employer Name/Addresses, the Employee Name/ Addresses and the Amounts of the Seq# in the Government Remittance Tables. \\
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__IMPORTANT:__ Users must run the RPYEU process with the new IDFD HL$US-1099R-2019 Form Code, or users can run a copy of this Form Code that has the Store Option set up to store the Addresses and the Amounts in the Government Remittance Tables. \\ \\
\\ \\
__IMPORTANT:__ Users must run the RPYEU process with the new IDFD HL$US-1099R-2019 Form Code, or users can run a copy of this Form Code that has the Store Option set up to store the Addresses and the Amounts in the Government Remittance Tables. \\
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Use the IDFDV form to enter the variable data needed to correctly complete the 1099R’s, for both the printed 1099R’s and the Magnetic Media files.
Use the IDFDV form to enter the variable data needed to correctly complete the 1099R’s, for the printed 1099R’s.
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__IDFDV Form Code HL$US-1099R-2018__
After IDFD is loaded, users must set up your organization’s information for this Form Definition on the IDFDV form. \\ \\
After IDFD is loaded, users must set up their organization’s information for this Form Definition on the IDFDV form. \\ \\
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__IDFDV HL$US-1099R-2019 Form Code Identifiers__\\
__IDFDV HL$US-1099R-2019 Form Code Identifiers__\\ \\
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NOTE: Fields marked with an asterisk (*) are MANDATORY
NOTE: Fields marked with an asterisk (*) are MANDATORY \\
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;IDFDV 1099R Form Defintion Variables
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|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\such as Attention, Suite, Room # etc
|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\such as Attention, Suite, Room #
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|R99-ER-ACCT-NO|Account Number|Constant, Data Base Column or IDGV variable|For IDGV variable, users can look up the IDGV Field Variable and enter the Account NUmber on IDGV
|R99-ER-ACCT-NO|Account Number|Constant, Data Base Column \\ or IDGV variable|For IDGV variable, users can look up the IDGV Field Variable and enter the Account Number on IDGV
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|R99-FATOA
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|R99-FATCA|FATCA Requirement|Element|F1099R-BOX-10-FATCA
\\
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|R99-CODE-G|Rollever contribution|Pay Component|Enter your company data
|R99-CODE-G|Rollover contribution|Pay Component|Enter your company data
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\\
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\\
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The RP1099RW form print program prints all of the information retrieved from the RPYEU xml file, according to the defined selection criteria. \\ \\
The RP1099RW form print program prints all information retrieved from the RPYEU xml file, according to the selection criteria. \\ \\
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Users should verify the RP1099RW numeric box totals balance to the RPYEU numeric box totals. \\
Users should verify the RP1099RW numeric box totals balance to the RPYEU numeric box totals. \\ \\
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!Government Media File Name
*When [RPYEU] is run, users can select to generate a magnetic media file
*Users must define a valid directory name and a magnetic media file name, such as 1099R_2017.txt)
*Users can also attach the [RPYEU] Execution ID to the file name by defining the word ‘Mex’ in the file name, such as 1099R_2017_mex.txt. This will generate a magnetic media file 1099R_2017_67109.txt for Execution ID 67109
Example: 1099R_mex_ohio.txt will generate a magnetic media file 1099R_67109_ohio.txt for Execution ID 67109
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**rpyeu_1099R_750234.txt - Magnetic media file to be sent to the government
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**rpyeu_1099R_150277.txt - Magnetic media file to be sent to the government
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The following exception messages are always printed for an employee:
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Form Code: Use current year's form code \\
Identifier: 1099R-CONTROL-PRINT \\
Level: Federal \\
O/R: CONTROL NUM PRT \\
Source: Constant \\
Field Variable Options: \\
*Null, 0 – Do not print Control Number on 1099R Form
*1 - Print Control Number as defined in 1099R-CONTROL-NUM Identifier
*2 - Print Control Number as defined from RPYEU ‘Sort Level By’ field
*3 - Print 1099R-CONTROL-NUM Identifier and Person Code
*4 - Print ‘Sort Level By’ field and Person Code
*5 - Print ‘Sort Level By’ field and 1099R-CONTROL-NUM Identifier
*6 - Print ‘Sort Level By’ field, the 1099R-CONTROL-NUM Identifier and Person Code \\
At line 551 added 8 lines
||Field||Description
|Form Code|Use current year's form code
|Identifier|1099R-CONTROL-PRINT
|Level|Federal
|O/R|CONTROL NUM PRT
|Source|Constant
|Field Variable|Options are: \\ *Null, 0 – Do not print Control Number on 1099R Form \\ *1 - Print Control Number as defined in 1099R-CONTROL-NUM Identifier \\ *2 - Print Control Number as defined from RPYEU ‘Sort Level By’ field \\ *3 - Print 1099R-CONTROL-NUM Identifier and Person Code \\ *4 - Print ‘Sort Level By’ field and Person Code \\ *5 - Print ‘Sort Level By’ field and 1099R-CONTROL-NUM Identifier \\ *6 - Print ‘Sort Level By’ field, the 1099R-CONTROL-NUM Identifier and Person Code \\
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Form Code: Use current year's form code \\
Identifier: 1099R-CONTROL-NUM \\
Level: Federal \\
O/R: CONTROL NUMBER \\
Source: Data Base Column \\
Field Vaiable Option: Enter your company data, such as 'EID.PERSON_CODE’, or ‘DLN.LOCALITY’, or ‘PPA.PAYROLL_CODE’ etc. \\
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If Seq # 2810 1099R-CONTROL-NUM defines a data base column, such as PPA.PAYROLL_CODE, and:
* within the reporting year the employee has been paid by more than one entry of this database column (employee is paid under 2 Payroll Codes), and
||Field||Description
|Form Code|Use current year's form code
|Identifier|1099R-CONTROL-NUM
|Level|Federal
|O/R|CONTROL NUMBER
|Source|Data Base Column
|Field Variable|Enter your company data, such as 'EID.PERSON_CODE’, or ‘DLN.LOCALITY’, or ‘PPA.PAYROLL_CODE’ etc. \\
__NOTE:__ If Seq # 2810 1099R-CONTROL-NUM defines a data base column, such as PPA.PAYROLL_CODE, and:
* within the reporting year, an employee has been paid by more than one entry of this database column (employee is paid under 2 Payroll Codes), and
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the YTD values will be accumulated together, and 1099R Form Box D Control Number will be printed with one [PAYROLL_CODE] only, usually the [PAYROLL_CODE] with the name that is sorted last. \\ \\
the YTD values will be accumulated together, and 1099R Form Box D Control Number will be printed with one [PAYROLL_CODE] only, usually the [PAYROLL_CODE] with the name that is sorted last. \\
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Then ‘US WEST BW’ code will be printed.
Then ‘US WEST BW’ code will be printed. \\
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Users can run RPREGT for a group, unit, department, etc., or for a list of employees using the People List Code parameter. \\ \\
* Users can run RPREGT for a group, unit, department, etc., or for a list of employees using the People List Code parameter. \\ \\
* Create an element on the IPPE form with only the pay components that will be reported on the 1099RW form. This will greatly reduce the size of the Year-to-Date Register. \\ \\
* If an employee worked in two different jurisdictions, there will be one register for each jurisdiction. Consequently, the employee will receive a separate 1099RW form for each jurisdiction. \\ \\
* For auditing purposes, (comparing RPREGT TO RPYEU) users should define the Provide Totals By field as Fed Regist Number when RPREGT is run. \\ \\
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Create an element on the IPPE form with only the pay components that will be reported on the 1099RW form. This will greatly reduce the size of the Year-to-Date Register. \\ \\
If an employee worked in two different jurisdictions, there will be one register for each jurisdiction. Consequently, the employee will receive a separate 1099RW form for each jurisdiction. \\ \\
For auditing purposes, (comparing RPREGT TO RPYEU) users should define the Provide Totals By field as Fed Regist Number when RPREGT is run. \\ \\
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\\
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|Person|Enter the Person Code of the employee you are tesating with. Optional
|Person|Enter the Person Code of the employee you are testing with. Optional
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|State Regist Number|Used only for Quarterly State filing. Is a State is not entered, then the Federal Regist Number on [IDGV] is used. Optional
|State Regist Number|Used only for Quarterly State filing. If a State is not entered, then the Federal Regist Number on [IDGV] is used. Optional
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|Local Regist Set|To define and report on a specific Local Registration type, defined on IDGV. Optional
|Local Regist Type|To define and report on a specific Local Registration type, defined on IDGV. Optional
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The US 1099R Forms (RP1099RW) report will print a list of 1099R forms. \\ \\The RP1099RW program currently supports the 2 on-a-page format.
The US 1099R Forms (RP1099RW) report will print a list of 1099R forms. The RP1099RW program currently supports the 2 on-a-page format.
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||Report Parameters||
||Report Parameters||Description
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|Trial Print Only|Defines if the Print Stage field on the IPGH form will be updated when the 1099s are printed. \\When set to YES, the field will not updated. \\When set to NO, the Print Stage will be changed to Forms Printed
|Trial Print Only|Defines if the Print Stage field on the IPGH form will be updated when the 1099s are printed. \\When set to YES, the field will not be updated. \\When set to NO, the Print Stage will be updated to Forms Printed
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||Report Filters||
||Report Filters||Description
This page (revision-21) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop