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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At line 5 changed one line
There is required set up for 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. \\ \\
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. \\ \\
At line 9 changed one line
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.
At line 54 changed one line
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. \\
At line 56 changed one line
__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. \\
At line 69 changed one line
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.
At line 90 changed 2 lines
__IDFDV Form Code HL$US-1099R-2018__
After IDFD is loaded, users must set up your organization’s information for this Form Definition on the IDFDV form. \\ \\
After IDFD is loaded, users must set up their organization’s information for this Form Definition on the IDFDV form. \\ \\
At line 93 changed one line
__IDFDV HL$US-1099R-2019 Form Code Identifiers__\\
__IDFDV HL$US-1099R-2019 Form Code Identifiers__\\ \\
At line 97 changed one line
NOTE: Fields marked with an asterisk (*) are MANDATORY
NOTE: Fields marked with an asterisk (*) are MANDATORY \\
At line 99 removed one line
;IDFDV 1099R Form Defintion Variables
At line 155 changed one line
|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
At line 288 removed 6 lines
!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
At line 313 removed one line
**rpyeu_1099R_750234.txt - Magnetic media file to be sent to the government
At line 322 removed one line
**rpyeu_1099R_150277.txt - Magnetic media file to be sent to the government
At line 640 changed one line
|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
At line 644 changed one line
|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
At line 646 changed one line
|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
At line 686 changed one line
|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