Guidelines for Loading State Income Tax for 1099-R Card Components
The State Income Tax for 1099-R card component is used to capture information that impacts State Income Tax calculations for the 1099-R for employees.
State Income Tax for 1099-R Card Component Hierarchy
The State Income Tax for 1099-R card component has this shape:
The State Income Tax for 1099-R card component uses value definitions to capture override values. Value definitions are supplied using the Calculation Value Definition and Enterable Calculation Value record types.
Refer to Guidelines for Loading Calculation Rules for Tax Reporting and Payroll Statutory Unit Cards topic for the attributes to supply for each of these record types.
Card Component
When defining the card component, specify a value of ‘State Income Tax for 1099-R’ for the DirCardCompDefName attribute on the Card Component and Calculation Value Definition records.
HCM Data Loader Attribute | Functional Description |
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Context1 | The geocode number that identifies the US state. Refer to Cloud Customer Connect topic Report: US State, County and City geographical codes. |
State Income Tax for 1099-R Value Definition
Value Definition Name | Functional Description |
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Retiree State Tax Rate | An override of the standard Retiree State Income Tax rate at the PSU or TRU level. |
HCM Data Loader Attribute | Functional Description |
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Context1 | Supply the same value as the Context1 attribute on the parent CardComponent record. |