Form 1099-R Box Info
The following describes each of the balances assigned to various Form 1099-R boxes.
These balances are required for reporting on the retiree quarterly tax file for your end-of-year data. Use the Balance Definitions task to manually configure the feeds for those balances that begin with "Form 1099R". The remaining balances are fed automatically.
For further info, see Oracle Cloud Human Capital Management for United States: Balance Initialization (1912298.1) on My Oracle Support.
Form 1099-R Box Info
Box 1
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Gross distribution |
FIT Gross |
Box 2A
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Taxable amount |
Form 1099R Taxable Distribution |
Box 2B
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Taxable amount not determined |
N/A |
Defined by Taxable amount not determined on the Retiree Reporting Information card. If marked Yes, the flow selects the box on the 1099-R. |
|
Total distribution |
N/A |
Defined by Total Distribution on the Retiree Reporting Information card. If marked Yes, the flow selects the box on the 1099-R. For further info, see How the Quarterly Tax-Filing Extract for Retirees Identifies Total Distributions in the Help Center. |
Box 3
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Capital gain |
Form 1099R Capital Gain |
Box 4
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Federal income tax withheld |
FIT Withheld |
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Employee contributions/Designated Roth contributions or insurance premiums |
Form 1099R Employee Contributions or Insurance Premiums |
Box 6
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Net unrealized appreciation in employer's securities |
Form 1099R Net Unrealized Appreciation |
Box 7
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Distribution code(s) |
N/A |
Defined by the distribution code set on the tax reporting unit (TRU). For further info, see the Define Tax Reporting Units for the US topic in the Help Center. |
Box 8
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Other |
Form 1099R Other |
Box 9A
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Your percentage of total distribution |
N/A |
Defined by Total Distribution Percentage on the Reporting Information card. |
Box 9B
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Total employee contributions |
Form 1099R Total Employee Contributions |
Box 10
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Amount allocable to IRR within 5 years |
Form 1099R In Plan Roth Rollover |
Box 11
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
1st year of desig. Roth contrib. |
N/A |
Defined by First Year of Designated Roth Contribution on the Reporting Information card. |
Box 12
|
Box Label |
Balance |
Additional Information |
|---|---|---|
|
FATCA Filing Requirement |
N/A |
Defined by FATCA Filing Requirement on the Reporting Information card. Note: This field is for your info tracking only. The quarterly tax file does
not support it.
|
Box 13
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Date of payment |
N/A |
Defined by Death Benefit Distribution Date for Section 6050Y Benefits on the Reporting Information card. |
Box 14
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
State tax withheld |
SIT Withheld |
Box 15
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
State/Payer’s state no. |
N/A |
Derived from each state’s registration info. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center. |
Box 16
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
State distribution |
SIT Reduced Subject Withholdable + SIT Subject Not Withholdable |
Box 17
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Local tax withheld |
N/A |
Not supported. |
Box 18
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Name of locality |
N/A |
Not supported. |
Box 19
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Local distribution |
N/A |
Not supported. |
Box Account Number
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
Account number |
N/A |
Defined by Account Number on the Reporting Information card. |
Box IRA/SEP/SIMPLE
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
IRA/SEP/SIMPLE |
N/A |
Defined by Traditional, SEP, or Simple IRA on the Reporting Information card. |
Box %
|
Box Label |
Balance |
Additional Info |
|---|---|---|
|
% |
N/A |
Defined by Annuity Percentage on the Reporting Information card. |