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 31 changed one line
__Form Code HL$US-1099R-2019__
__Form Code HL$US-1099R-2019__\\
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Users can copy the IDFDV Variable definition from last year to the current year. Please refer to the Copy Last Year’s definition to Current Year section, later in this document. \\This seed data script is re-runnable. It will not erase the IDFDV set up of the same Form Code.
Users can copy the IDFDV Variable definition from last year to the current year. Please refer to the Copy Last Year’s definition to Current Year section, below. \\ \\This seed data script is re-runnable. It will not erase the IDFDV set up of the same Form Code.
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\\ \\
Any prior year’s Form Codes do not supply this Option and therefore will not turn on the Store feature for the RPYEU process. \\ \\
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After the HL$US-1099R-2019 information has been loaded, users can copy the IDFDV Variable definition from the last year to the current year using the COPY button on the IDFDV form as follows:
After the HL$US-1099R-2019 information has been loaded, users can copy the IDFDV Variable definition from the last year to the current year using the COPY button on the IDFDV form as follows: \\ \\
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1) On the IDFDV form, select last year’s Form Code: HL$US-1099R-2018
2) Press the Copy Form Definition button
3) The Copying dialog box is displayed. Enter the current year New Form Code: HL$US-1099R-2019
4) Set the Copy Definition with Variables toggle to ON. This will copy the variables set up from HL$US-1099R-2018 to HL$US-1099R-2019 for the same Field Identifier name.
1) On the IDFDV form, select last year’s Form Code: HL$US-1099R-2018 \\
2) Press the Copy Form Definition button \\
3) The Copying dialog box is displayed. Enter the current year New Form Code: HL$US-1099R-2019 \\
4) Set the Copy Definition with Variables toggle to ON. This will copy the variables set up from HL$US-1099R-2018 to HL$US-1099R-2019 for the same Field Identifier name. \\
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!1099R Form Definition Variables
!IDFDV Form Descriptions
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!!!IDFDV Form Defintions
!!!IDFDV Form Defintion Variables
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For 2018-2019 reporting, the IDFD Form Code HL$US-1099R-YYYY starter script has provided the Store Option starting from Sequence # 2000 in order for the RPYEU process to store the Amount of the Seq # in the Government Remittance Tables. \\ \\
__IDFDV HL$US-1099R-2019 Form Code Identifiers__\\
IDFD Form: HL$US-1099R-YYYY – system provided \\
IDFD Form Type: US 1099R Definition \\
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__IMPORTANT:__ Users must run the RPYEU process with the IDFD HL$US-1099R-YYYY Form Code or a copy of this Form Code that has the Store Option set up to store the amounts in the Government Remittance Tables.
Any prior year’s Form Codes do not supply this Option and therefore will not turn on the Store feature for the RPYEU process. \\ \\
IDFDV HL$US-1099R-2019 Form Code Identifiers
IDFD Form: HL$US-1099R-YYYY – system provided
IDFD Form Type: US 1099R Definition
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;1099R Form Code Identifiers
;IDFDV 1099R Form Defintion Variables