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W2 created for Pension employee

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.

  1. Go to Employee Master and update the pension employee status to P - Pension.
  2. Create W-2s and 1099-Rs.
  3. Go back into Employee Master and update the employee back to I - Inactive if needed.


Additional Information





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