Generating a 1099-R form

  1. Select Payroll > Administration > Reports.
  2. In the US Regulatory pane, click Year End.
  3. In the Processing pane, click Generate 1099-R Form.
  4. 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.
    File Creation Setup
    Select the file creation setup to use for this report. The default value is the first active 1099-R template.
    Revised 1099-R Form
    Clear this check box for the initial annual run. Select this check box for subsequent corrections or resubmissions.
  5. If you select the Revised 1099-R Form check box, in the Report Options section, specify either the employee range or the eligibility group.
  6. Click Submit.
    The revised CSV file only includes employees that matches the criteria.