Purge 1099-R Work File

Use this option to delete the work file for a specified year.

• The Purge 1099-R Work File option does not affect the original employee records used to build the work file. It only deletes the work file records.

• If you delete the current year work file, you can rebuild it using the Create 1099-R Work File and 1099-R Work File Maintenance options.

If you delete a prior year file, you cannot reclaim its data.

Menu path

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

Purge a 1099-R work file

1. On the Purge 1099-R Work File page, enter the tax year of the file you want to purge.

2. Click Accept.

3. On the Confirmation dialog, click Yes to delete the file.