1099-R forms
When you run the action, the system gathers data from multiple sources, such as employee pension setup and historical tables to build the CSV file.
- Pension 1099-R History (Pension1099RHistory): The primary source of distribution data. This source contains the accumulated pension payment amounts for each employee within the payroll year, which includes gross amounts, taxable amounts, federal tax withheld, distribution types, and distribution codes.
- Pension 1099-R State/Local History (Pension1099RStateLocalHistory): This source provides state and local withholding tax amounts for employees who have distributions taxed across multiple jurisdictions.
- Employee Pension (EmployeePension): This source provides the recipient classification details that are required for 1099-R reporting, such as the payable to value, payable to type for individual or business, recipient person name fields, address, tax identification number and type, and other payment-related details.