Viewing a 1099-R form

The CSV file contains one row per employee distribution record with data fields that map to the IRS Form 1099-R boxes.

An employee may have multiple rows if the employee have this information:

  • Multiple unique distribution type or code combinations and percent total distribution
  • Multiple state withholding taxes
  • Multiple local withholding taxes for city, county, school district, or transportation district

To download the CSV file:

  1. Select Payroll > Administration > Reports.
  2. In the US Regulatory pane, click Year End.
  3. In the Reports pane, click View Year End Reports.
  4. Select and open a 1099-R CSV record.
  5. Review the employer and employee details.
  6. Click 1099R.csv.