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
On the 1099-R Parameters page, complete the fields. For details, refer to the Fields and descriptions section of this page.
Click Next.
On the 1099-R Additional Parameters page, complete the fields.
Click Next.
On the 1099-R Print Controls page, complete the fields.
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:
|
Media Type | Type of media you use to submit 1099 data to the IRS. The only option is:
|
Optio Server | Optio server type. Select:
Contact your system administrator for assistance. |
Print Type | Print server configuration type. The only option is:
|
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. |