Print Individual 1099-R

Use this page to print 1099-R forms for one or more selected employees.

Menu path

From the Human Resources menu, select Periodic Routines. From the Year End menu, select 1099-R Processing. Click Print 1099-R Forms, then click Print Individual 1099-R.

Print individual 1099-R forms

1. Refer to Print All 1099-R Forms for details.

2. The Print Individual 1099-R page has an additional field to enter one or more Employee Numbers.

   • Enter an individual employee number or use the search option to find a select a single employee.

   • Use the pipe symbol to enter multiple employee numbers, for example, 1234|3210|23456.

3. Click Accept.

4. On the Print dialog, select a destination:

   • Printer

   • File: The default file name is pt1099r.rpt. You can edit this file name. Enter a unique file name so that you do not overwrite saved files.

5. Click OK to process to the printer or file.