Employee Tax History Types

When you review employee tax history, note that each tax history record is assigned a tax history type. The tax history type that is assigned to tax history records is determined by the tax method that you assign to the employee during the employee setup process. The system uses the tax history type to determine the year-end form on which the employee's earnings are reported. For example, if an employee has a blank tax method (regular), the tax history type is also blank. All tax history records with a blank history type are reported on the W-2 form. This table lists the year-end form on which each type of tax history is reported:

Tax Method	Description	Tax History Type	Year-End Form
Blank	Regular	Blank	W-2
Not applicable	Third-Party Sick Pay	1	W-2 (separate)
C	Contract	C	1099-MISC
P	Pension	2	1099-R
4	Medicare Qualified	3	W-2
5	FICA/Medicare Exempt	4	W-2
R	Regular - Puerto Rico with Tax Area = 72	R	499R-2