How the Quarterly Tax-Filing Extract for Retirees Identifies Total Distributions

You use the Third-Party Tax-Filing Interface to pass Form 1099-R data for your retirees to your third-party tax filing provider.

Here's how the Third-Party Quarterly Tax Filing Extract for Retirees flow determines if a payment is a total distribution.

How You Enable Total Distributions

You enable total distribution checking at the tax reporting unit (TRU) level.

1. From My Client Groups, click Workforce Structures.

2. Click Manage Legal Reporting Unit HCM Information.

3. Select Tax Reporting Unit.

4. Click Federal.

5. Under Form 1099-R Distribution Code, select Yes for Total Distribution.

You enable total distribution checking for individual retirees on their Reporting Information calculation card.

1. From My Client Groups, click Payroll.

2. Click Calculation Cards.

3. Search for and select the person.

4. Open their Reporting Information card for editing.

5. Select Retiree Reporting Information.

6. Select Enterable Calculation Values on Calculation Cards.

7. Click Create.

8. Select Total Distribution, and choose Yes as the value.

How Total Distributions Are Identified

When you generate the extract, this is what the flow does.

1. It checks the person's Reporting Information card.

   • If you chose Yes for Total Distribution, the extract passes the YE record to ADP and selects the Total Distribution box on the 1099-R.

   • If you chose No, the extract:

     1. Doesn't pass the YE record to ADP.

     2. Doesn't select Total Distribution on the 1099-R.

2. If neither value exists on the reporting card, the flow checks your TRU configuration.

   For retirees, the TRU represents a particular distribution code or codes.

   • If you chose Yes for Total Distribution, the extract:

     1. Passes the YE record to ADP.

     2. Selects Total Distribution on the 1099-R.

   • If you chose No, the extract:

     1. Doesn't pass the YE record to ADP.

     2. Doesn't select Total Distribution on the 1099-R.

   • If you didn't select a value, the extract:

     1. Doesn't pass the YE record to ADP.

     2. Doesn't select Total Distribution on the 1099-R for those retirees.