Forms Used to Review Employee 1099 and 499R-2 Information

Form Name

FormID

Navigation

Usage

Work With Year-End Workbench

W07810A

U.S. Year-End Workbench menu (G07BTAXUS), U.S. Year-End Workbench

Select a year-end ID.

Work With 1099 Misc Inquiry

W078309A

From the Work With Year-End Workbench form, select the year-end ID you want to review, select EE Form Inquiries from the Row menu, and then select 1099 Misc Inquiry.

Review selected forms and select the record you want to review.

Review 1099 Misc

W078309B

From the Work With 1099 Misc Inquiry form, select the record that you want to review and then select Review 1099 Misc from the Row menu.

Review the form detail.

Work With 1099-R Inquiry

W078310B

From the Work With Year-End Workbench form, select the year-end ID you want to review, select EE Form Inquiries from the Row menu and then select 1099-R Inquiry.

Review selected forms and select the record you want to review.

1099-R Review

W078310A

From the Work With 1099 R Inquiry form, select the record that you want to review and then select Review 1099 R from the Row menu.

Review the form detail and change employee information.

Work With 499R-2 Inquiry

W078321A

From the Work With Year-End Workbench form, select the year-end ID you want to review, select EE Form Inquiries from the Row menu and then select 499R-2 Inquiry.

Review selected forms and select the record you want to review.

499R-2 Review

W078321B

From the Work With 499R-2 Inquiry form, select the record that you want to review and then select Review 499R-2 from the Row menu.

Review the form detail and change employee information.