W2 created for Pension employee
Description of Issue
Pension employee had a W-2 created instead of a 1099-R
Context
- Munis
- W-2 Processing
- Employee Master
Cause
The Employee had a status of Inactive.
Resolution
1099-R will be only created for employees that have a status of P - Pension. To resolve this issue follow these steps.
- Go to Employee Master and update the pension employee status to P - Pension.
- Create W-2s and 1099-Rs.
- Go back into Employee Master and update the employee back to I - Inactive if needed.
Additional Information