Configure the Form 1099-R

Before you can generate your retiree Form 1099-Rs, you must provide them with correct and complete info.

Consider the following.

• How you configure your organizations

• How you generate Form 1099-R for your retirees

For further info, see Oracle Cloud Human Capital Management for the United States: Retiree Implementation and Use Guide (2461709.1) on My Oracle Support.

How You Configure Organizations for Year End

Make sure you configure your organizations correctly.

Consider the following.

• Have you configured your federal and state registrations?

• Have you defined tax reporting units (TRUs) specific to retirees?

How You Configure Federal and State Registrations

Use the Manage Legal Reporting Unit Registrations task to make sure you populated the following fields for each TRU.

This jurisdiction	Uses this field name	This is how it's used
United States Federal Tax	EIN or TIN	Your federal employer identification number (EIN)
United States Federal Tax	Registered Name	Your employer name
United States Federal Tax	Registered Address	Your employer address
<state> Income Tax	Registration Number	Your employer state EIN

How You Define Tax Reporting Units for Retirees

You can't assign retirees and employees to the same TRU. Each 1099-R distribution code and code combination your retirees require must have a separate TRU.

For further info, see Define Tax Reporting Units for the US.

How You Generate Form 1099-R for Your Retirees

To generate and print the year-end tax forms for your Retiree 1099-R recipients, you must use a third-party provider. The Third-Party Quarterly Tax Filing Extract for Retirees flow creates all relevant data needed for 1099-R production.

For further info, see Oracle Cloud Human Capital Management for the United States: Third-Party Tax Filing Interface (1594079.1) on My Oracle Support.