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1099-R-no record generated for Employee

1099-R-no record generated for Employee

Description of Issue

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

Context
  • 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

Cause

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.

Resolution
  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.

Additional Information










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