1099-R Processing

Use the 1099-R Processing page to:

Set print controls
Copy employees' year-end records into a workfile
Edit the workfile data
Run reports
Print 1099-R forms and create electronic files for IRS reporting
Purge workfile records

1099-R Processing must be run after you copy your W2 employee data (following the last payroll of the year) and before using any Year End options to start the new calendar year.

Menu path

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

1099-R setup wizard

Use the wizard to walk through a guided process. You can also select the buttons on the page.

Setup Option	Definition
Setup 1099-R Parameters	Enter the tax year and contact information. Set controls to generate electronic files and print 1099-R forms.
Create 1099-R Work File	Build your workfile of employee data and set additional parameters to print your 1099-R forms.

Use the action buttons in wizard pages to navigate between the pages used by setup options. These buttons include:

Previous	Returns you to the first page used by the previous option.
Next	Displays the next page for the current procedure or the first page for the next option.
Finish	Returns you to the 1099-R Processing page, where you can select the next option in the Wizard process or return to a previous option.

The system tracks the steps completed in the Setup Options section of the 1099-R Processing page by selecting the checkboxes next to the buttons. The fields remind you that the options have already been used. Even if they are selected, you can re-run them if needed.

After you complete the setup options, you can select the remaining options on the 1099-Processing page individually.

All of the records used for 1099-R processing are stored in a workfile. This enables you to change records without affecting your permanent records.

1099-R processing options

After setting up your workfile, use the 1099-R Processing page options to prepare the file to generate 1099-R forms and submit data to the IRS.

1099-R Work File Maintenance	Add, change, and delete employee records in your 1099-R workfile.
Print 1099-R Edit List	Generate a report to review changes to employee 1099-R records and verify totals.
Print 1099-R Forms	Generate 1099-R forms for employees with 1099-R records in your workfile.
Create 1099-R Electronic File	Produce a file to transfer your 1099-R records to the IRS.
Audit Listing of 1099-R Changes	Generate a report of all 1099-R records that were changed since the records were loaded with the Create 1099-R Work File option.
Purge 1099-R Work File	Delete all 1099-R records in the workfile for the year selected. Use this option to clear files from previous years.
Purge 1099-R Audit File	Delete all records from the 1099-R Audit table. Before you use this option, we recommend running the Audit Listing of 1099-R Changes option and saving the audit report generated.