1099-R-no record generated for Employee

After generating 1099-R records, a record is missing for an employee who is expected to have one.

• Enterprise ERP Payroll

• W-2 and 1099-R Processing

• 1099-R Wizard

• Create W-2 and 1099-R Records

• Employee W-2 and 1099-R

• Pay Master

The only pay history for the employee within the tax year was for a single pay code, which does not have a 1099-R distribution code defined in Pay Master. Additionally, when generating 1099-R records, the box for Do you wish to use Box 7 Distribution codes on Pays to generate? was checked.

1. Navigate to Payroll>Payroll Setup>Pay Master.

2. Search for Pay Code and click Accept.

3. Click Update.

4. Choose applicable 1099-R Distribution Code.

5. Click Accept.

6. Navigate to Payroll>W-2 and 1099-R Processing>1099-R Wizard or Create W-2 and 1099-R Records.
   

   1. For 1099-R Wizard

      1. Click Create Tab.

      2. Click Create 1099-R Records.

      3. Click Create 1099-R Records.

      4. Prompt will appear: 1099-R records exist for XXXX. Do you wish to replace these records? Click Yes.

         1. Note that recreating records will wipe out any prior manual changes.

   2. For Create W-2 and 1099-R Records

      1. Click Define.

      2. Enter Tax Year.

      3. Click Accept. 

      4. Click Define.

      5. Populate as necessary.

      6. Click Create. 

      7. Prompt will appear: 1099-R records exist for XXXX. Do you wish to replace these records? Click Yes.

         1. Note that recreating records will wipe out any manual changes.