Viewing a 1099-R file

The XML file follows the IRS IRIS schema.

An employee may have multiple recipient details 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 XML 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 XML record.
  5. Review the employer and employee details.
  6. Click 1099R.xml.