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1099-R Parameters

Use this wizard to enter employer and other data related to your 1099-R records, and select the information to include in the filing process. If needed, you may change the information stored on these pages at any point prior to generating forms and submitting your data.

Menu path

From the Human Resources menu, select Periodic Routines. From the Year End menu, select 1099-R Processing. Click Set Up 1099-R Parameters.

Enter employer and contact information

  1. On the 1099-R Parameters page, complete the fields. For details, refer to the Fields and descriptions section of this page.

  2. Click Next.

  3. On the 1099-R Additional Parameters page, complete the fields.

  4. Click Next.

  5. On the 1099-R Print Controls page, complete the fields.

  6. Click Finish.

Fields and descriptions

1099-R Parameters

Field

Description

Tax Year

Tax year that applies to the 1099-R information being submitted.

Employer Name

Name of your organization. The employer name and the following address information appear in the Payer box of the 1099-R form.

The limit is 30 characters.

Address

Two lines for your organization address, the first for the street address and the second for additional address information.

The limit is 30 characters per line.

City

City of your organization address.

The limit is 25 characters.

State

State of your organization address. Select from the drop-down menu.

Zip Code

Five-digit zip code.

Zip Extension

Four-digit zip code extension. The system provides the dash separating the zip code from the extension.

Phone

Your contact telephone number, including the area code, for example, 999-999-9999. The system provides the dashes.

Federal ID Number

Employer Identification Number (EIN) assigned by the IRS. Enter a dash to separate the first two digits from the remaining digits, for example, 99-9999999.

State ID Number

Employer Identification Number assigned by your state.

The limit is 15 characters.

Contact Name

Name of the individual to contact regarding the information being submitted.

The limit is 40 characters.

Contact Email

Contact person email address. Unless otherwise directed, follow the standard format: username@domain.ext, for example, johnsoncarol@municipal.gov or bobriley@school.edu. Do not enter spaces.

The limit is 40 characters.

1099-R Additional Parameters

Field

Description

Contact Fax

Fax number of contact person, including the area code, for example, 999-999-9999. The system provides the dashes.

Form Type

Type of 1099 forms you use. The only option is:

  • 5 - Laser Forms

Media Type

Type of media you use to submit 1099 data to the IRS. The only option is:

  • D - Disk/Electronic File

Optio Server

Optio server type.

Select:

  • OC - ocserver

  • EI - eiserver

  • AU - auto detect

Contact your system administrator for assistance.

Print Type

Print server configuration type. The only option is:

  • V - Windows to Windows

Printer Name

Name of the physical printer used for your forms. Contact your system administrator for assistance.

Print Server

IP address of the print server used for virtual printing. Contact your system administrator for assistance.

1099-R Print Controls

Field

Description

Payer Name Control

Code identifying the current workfile, in combination with the tax year from the 1099-R Parameters page.

The limit is four characters.

Transmitter Code

Five-digit transmitter code assigned by the IRS or MCC.

Federal/State Filer

Select the box if you participate in the federal/state filer system. Otherwise, leave blank.

Print Detail on Media

Select the box if you want to print both summary and detail reports when you generate your IRS file. Leave blank if you only want the summary.

Print Employee Number & Department

Select the box to print employee ID numbers and department codes on their 1099-R forms. Otherwise, leave blank.

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