Generating a 1099-R file

  1. Select Payroll > Administration > Reports.
  2. In the US Regulatory pane, click Year End.
  3. In the Processing pane, click Generate 1099-R File.
  4. Select the tax authority and click Generate 1099-R File.
  5. Specify this information.
    Run Option
    Select the run option.
    • Legal Entity: Select this option to process a specific legal entity.
    • Report All: Select this option to process all legal entities.

    The default value is Legal Entity.

    Legal Entity
    Specify the legal entity.
    Payroll Year
    Specify the reporting year.
    XML Format
    Select the template to use for this report. The default value is the first active 1099-R template.
    Prior Year
    Select this check box to file for a prior year.
    Test File
    Select this check box for IRS validation before production. Clear this check box for production.
    Transmission Type Code
    Select Original for first filing.
  6. In the Submitter section, specify this information.
    Transmitter EIN
    Specify the nine-digit tax ID number with no dashes.
    Transmitter Control Code
    Specify the five-character code assigned by IRS.
    Transmitter Name
    Specify the business name.
    Use Transmitter Business Name
    Select this check box to use the business name tag in XML.
    Foreign Entity
    Select this check box if transmitter is a foreign entity.
  7. In the Notify section, specify this information.
    Notify First Name
    Specify the first name of the IRS contact.
    Notify Last Name
    Specify the last name of the IRS contact.
    Notify Company Name
    Specify the company of the IRS contact.
    Notify Company Name 2
    Specify additional company information.
    Notify Mailing Address
    Specify the address of the IRS contact.
    Notify State
    Specify the two-letter state code.
    Notify City
    Specify the city.
    Notify Country/Jurisdiction
    Specify the country code.
    Notify Zip Code
    Specify the nine-digit ZIP code with no dashes.
    Contact Phone Number
    Specify the phone number of the IRS contact with no hyphens.
    Contact Phone Extension
    Specify the extension number of the IRS contact.
    Contact Email
    Specify the email address of the IRS contact.
  8. Click Submit.
    The XML file is generated in IRS' IRIS (Information Returns Intake System) required format.