Create 1099-R Electronic File
Use this option to create a file of your 1099-R data for internet submission.
Complete your 1099-R records and print1099-R forms before you create the electronic file.
Menu path
From the Human Resources menu, select Periodic Routines. From the Year End menu, select 1099-R Processing, then Create 1099-R Electronic File.
Create 1099-R electronic file
Include details in electronic file
To include details in the electronic file, you must first opt in to print the detail in Set Up 1099-R Parameters. This impacts the print controls in the electronic file process.
From the 1099-R Processing page, select Set Up 1099-R Parameters.
On the 1099-R Print Controls page (third page), select Print Detail on Media.
Generate 1099-R electronic file
On the Create 1099-R Electronic File page, the Tax Year defaults from the 1099-R Parameters. It cannot be edited on this page.
Enter Pay Groups to identify the employees you want to include. You may specify up to 36 groups. To select all groups, enter an asterisk in the first field.
Click Accept.
In the Electronic File Criteria section, complete the fields. Refer to the Fields and descriptions section of this page.
Click Accept.
If you selected Print Detail in Media on 1099-R Print Controls page, a 1099-R detail report print dialog box appears first. Otherwise, the first print dialog box is for the electronic file. The summary report appears last.
On each Print page, if you select File as the output you can edit the file name. If you are processing batches, enter a unique file name so that you do not overwrite saved files.
Click OK to process the files.
Default File Names
The default file names for each printing stage are:
Detail report: rptdtl.rpt
Electronic file: IRSTAX.txt
Summary report: sum1099.rpt
Fields and descriptions
Field | Description |
---|---|
File Indicator | Specify the file type you want to generate:
Do not transmit live data to the test system. |
Alpha Char (Character) | Only use this field for a Replacement file. Enter the alphanumeric characters following the Transmitter Control Code (TCC) on the returned file. The limit is two characters. |
File Name | Only use this field for a Replacement file. Enter the IRS-assigned file name of the file being replaced. This may be different from the original file name that was submitted. It should be located where you find the file status. The limit is 15 characters. |
Federal Tax ID | Read-only field displays the Federal Tax ID from the 1099-R Parameters. |