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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.

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