1. US Payroll Year-End Processing Guide
  2. Assigning Special Handling Information

Assigning Special Handling Information

Access the Work With Special Handling Codes form.

  1. On the Work With Special Handling Codes form, select a category to which you want to attach a PDBA, and click Select.

    You can select from these special handling code categories:

    • Allocated Tips (Box 8)

    • Dependent Care (Electronic Filing Only)

    • Deferred Comp (Electronic Filing Only)

    • Employee Contributions (1099-R)

    • 1099 Excess Golden Parachute (1099-R)

    • Fringe Benefit (Electronic Filing Only)

    • Gross Distributions (1099s)

    • Group Term Life (Electronic Filing Only)

    • Wages, Tips, & Other Comp (Box 1)

    • Medical and Healthcare (1099-MISC)

    • Non-Employee Compensation/499R Exempt Salaries (1099-MISC/499R)

    • Nonqualified Plan Income (Electronic Filing Only)

    • Nonqualified 457 (Electronic Filing Only)

    • Pension Amount (1099-R)

    • 1099 Rent Amount (1099-MISC)

    • 1099 Royalties (1099-MISC)

    • Prizes and Awards (1099-MISC)

    • Substitute Payments/499R Exempt Salaries (1099-MISC/499R Box 16, Box 16A)(Release 9.2 Update)

    • Third Party Income Tax (Electronic Filing and W-3)

    • School Dist. Wage Additions (Box 18)

    • Social Security Additions (Box 3)

    • Medicare Additions (Box 5)

    • Amounts Added to (Box 10)

    • Amounts Added to (Box 11)

    • Amounts Added to (W2 Box 12/499R Box 24)

    • Amounts Added to (Box 14)

    • State Wages Amounts (Box 16)

    • Local City Amounts (Box 18)

    • Local County

    • CODA Amounts (499R-2 Reporting)

    • Commission Amounts (499R-2 Reporting)

    • Concession Amounts (499R-2 Reporting)

    • Reimbursed Expense Amounts (499R-2 Reporting)

    • Retirement Fund Amounts (499R-2 Reporting)

    • Wage Amounts (499R-2 Reporting)

      Note: The Work With Special Handling Codes form displays only the special handling codes that are associated with the type of forms that you are processing in the year-end workfile build.

  2. On the Special Handling Code Revisions form, enter the required information in the PDBA Code field, and then click OK.

  3. On Work With Special Handling Codes, review all of the special handling code categories.

    All categories that contain one or more PDBAs are selected.