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Description of Issue

I generated my 1099-R records however when I click on the adjust step of the wizard I receive an error stating No 2019 1099-R records exist. Please create records before continuing.

Context
  • Munis
  • 1099-R Processing
Cause

 User had enabled the Use Pay Distribution Codes on the CASDI/Distribution/Box 5 on the create step with no pay master records defined with a 1099-R distribution code.

Resolution
  1. Access 1099-R Wizard: Payroll > W-2 and 1099-R Processing > 1099-R Wizard
  2. Click Create in the ribbon > click the CASDI/Gross Distribution/Box 5 tab
  3. Click the Use Pay Distribution Codes to disable the setting
Additional Information





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