Puerto Rico Form 499 R-4.1 Fields
Puerto Rico Form 499 R-4.1 contains info that is derived from multiple sources in Oracle Cloud and is used by Vertex to help calculate taxes.
The following table describes:
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How the values selected on the Puerto Rico form impact the person's settings on their Tax Withholding calculation card
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What info is passed to Vertex when calculating taxes
Employee Filing Status Codes
|
Form 499 R-4.1 field |
What gets set on the tax card |
Notes |
What Vertex uses for tax calculation |
|---|---|---|---|
|
Check here if you choose the optional computation of tax in the case of married individuals living together and filing a joint return |
Optional Tax Computation |
This value is derived based on filing status.
|
If Yes, uses the optional tax computation. If No, uses the default tax computation. |
|
Optional Calculation Method |
This value is derived based on filing status. |
If Optional Tax Computation is Yes, uses the optional calculation method. If No, uses the default calculation method. |
|
|
Check here if you choose the provisions of the Military Spouses Residency Relief Act |
Exemption for Military Spouse |
The field on the Tax Card is informational only. Selecting Yes doesn't cause the payroll process to exempt deductions. For further info, see Tax Withholding Card on the Help Center. |
Not used. |
|
Indicate your date of birth |
N/A |
This value is populated on the PDF file if the person's age is between 16 and 26 as of December 31. This value is used on the PDF output only. |
Not used. |
|
Check here if you choose that your employer does NOT consider the exemption |
Young Individuals do NOT consider the exemption |
Selecting Yes populates the field on the PDF output. |
If Yes, Vertex calculates taxes normally with no exemption. If No, Vertex applies the exemption when calculating taxes. Note: By default, any employee whose age is greater than 15 and less than 27
as of December 31 automatically receives this exemption for the
current calendar year.
|
|
1. Individual Taxpayer
|
Selects the Individual Full filing status. |
Mapped using the filing status value. |
|
|
Selects the Individual or Married None filing status. |
Mapped using the filing status value. |
|
|
2. Married Person
|
Selects the Married Full filing status. |
Mapped using the filing status value. |
|
|
Selects the Married Half filing status. |
Mapped using the filing status value. |
|
|
Selects the Individual or Married None filing status. |
Mapped using the filing status value. |
|
|
3. Additional veteran's personal exemption |
Additional Veterans Personal Exemption |
Yes, if the person selects Complete. |
|
|
Complete Exemption |
Number of Complete Exemption Dependents |
Maps Complete to Primary Allowances. |
|
|
Joint Custody |
Number of Joint Custody Dependents |
Maps Joint Custody to Joint Custody. |
|
|
1. ALLOWANCE BASED ON DEDUCTIONS Home mortgage interests |
Mortgage Interest |
Not used. |
|
|
Charitable contributions |
Charitable Contributions |
Not used. |
|
|
Medical expenses |
Medical Expenses |
Not used. |
|
|
Interests paid on student loans at university level |
Interest paid on student loans at university level |
Not used. |
|
|
Contributions to governmental pension or retirement systems |
Contributions to governmental pension or retirement systems |
Not used. |
|
|
Contributions to individual retirement accounts |
Contributions to Individual Retirement Accounts |
Not used. |
|
|
Educational contributions account |
Educational Contributions Account |
Not used. |
|
|
Contributions to health savings accounts |
Contributions to health savings accounts |
Not used. |
|
|
Casualty loss on your principal residence |
Casualty loss on your principal residence |
Not used. |
|
|
Loss of personal property as a result of certain casualties |
Loss of personal property as a result of certain casualties |
Not used. |
|
|
Total deductions |
Total Deductions |
This is a derived field. |
Not used. |
|
Number of allowances based on deductions |
Number of allowances based on deductions |
This is a derived field. |
Not used. |
|
Allowances that you want to claim |
Allowances that you want to claim |
Before the 21B June Statutory Maintenance Pack, this field was Allowances. As part of the update, all values in Allowances were migrated to Number of Allowances Based on Deductions. It was also changed to map to the Vertex Secondary Allowances value. It appears on the employee payslip as Allowances. |
Passed as Secondary Allowances. |
|
Check here if you're a governmental employee who participates in a Pension or Retirement System |
Government employee in a Pension or Retirement System |
Not used. |
|
|
I authorize to withhold in each payroll period the amount of $ |
Additional Tax Amount |
This value is added to the tax calculated by Vertex. |
|
|
or % |
Additional Tax Percentage |
This value is added to the tax calculated by Vertex. |