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.

In addition to the common card component attributes, you're required to supply the state information by including this additional attribute:

HCM Data Loader Attribute	Functional Description
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

The State Income Tax for 1099-R’ card component uses value definitions to supply override values.

Value Definition Name	Functional Description
Retiree State Tax Rate	An override of the standard Retiree State Income Tax rate at the PSU or TRU level.

When supplying Calculation Value Definition records, in addition to the common attributes, you're required to supply the state information by including this additional attributes:

HCM Data Loader Attribute	Functional Description
Context1	Supply the same value as the Context1 attribute on the parent CardComponent record.