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Description of Issue
  • Can I use the W-2 Wizard this year?
  • Do I have to run the W2 Wizard to process the W-2s?
Context
  • Enterprise ERP Payroll
  • W-2 Wizard
  • 1099-R Wizard
  • W-2 and 1099-R Processing
  • Employee W2
  • Employee 1099R
Cause

Resolution
  • Users can use the Wizard programs to process W-2s or 1099-Rs after installing the year end updates for the current year
  • Users can generate and process W-2s and 1099-Rs using the Wizard programs, and/or the individual programs that are listed under Human Capital Management > Payroll > W-2 and 1099-R Processing.  The programs are as follows:
    • Create W-2 and 1099-R Records
    • Employee W-2 and 1099-R
    • W-2 and 1099-R Register
    • Form Definitions
    • W-2 Forms Print
    • 1099-R Forms Print
    • Create Electronic File
    • Accumulator Gross Verify
  • Users can go back and forth between the Wizard and the individual programs regardless of which program was used the generate the W-2s and 1099-Rs.  For instance:
    • If need to reprint a W-2 form, can use the W-2 Forms Print program even if the records were generated in the Wizard
    • If need to review or update an employee's W-2 or 1099-R, can use the Employe W-2 and 1099-R program even if the records were generated in the Wizard
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