Overview of US Reporting Information Cards
The Reporting Information card stores information that's required for the Quarterly and Year-end reporting. The card allows you to update information on an employee’s or retiree's record.
Reporting Information Card Component | Component Fields |
---|---|
Reporting Information (Federal) |
Legal Representative Corporate Officer Eligible for Retirement Plan Reporting Location for Work-at-Home Employees Probationary Code Family member with majority interest Third-Party Interfaces
|
State Reporting Information | Alaska:
California:
Colorado:
Indiana:
Maine:
Missouri:
New York:
North Carolina:
Pennsylvania:
Puerto Rico:
Vermont:
|
Regional Tax Information |
Puerto Rico:
|
Retiree Reporting Information | Account Number Annuity Percentage FATCA Filing Requirement First Year of Designated Roth Contribution Taxable Amount Not Determined Total Distribution Total Distribution Percentage Traditional, Simplified Employee Pension (SEP), or Savings Incentive Match for Employees (SIMPLE) Individual Retirement Account (IRA) |
Considerations and Prerequisites
For employee Reporting Information cards
The values entered on the Reporting Information Calculation Card are passed on the quarterly tax file and update the employee for year-end reporting. You need to create a Federal and Regional calculation component that includes the proper regional association for the state or territory that the person is employed and must set the appropriate fields for each.
For Retiree Reporting Information cards
A retiree’s tax card and TRU association has a one-to-one relationship with the Reporting Information card. For every tax card TRU association, there must be a corresponding Retiree Reporting Information component. When you create a TRU association on the tax card, the association process automatically creates a Reporting Information card with a Retiree Reporting Information component associated to the same TRU.
Reporting Information Card Record Types
Component | Functional Description | File Discriminator |
---|---|---|
Calculation Card | Defines the calculation card type and the employee assignment that it captures information for. | CalculationCard |
Card Component | Used to group and segregate data required by the calculation card. The following sections describe the card components applicable to this calculation card and the child records that are required for each card component. | CardComponent |
Component Detail | Supply a component detail record for each flexfield context required by each card component. | ComponentDetail |
Calculation Value Definition | Allows the creation of value definitions so that overriding values can be specified on the card component. Details of the specific value definitions are provided in the following sections. | CalculationValueDefinition |
Enterable Calculation Value | Used to specify an overriding value for each calculation value definition. | EnterableCalculationValue |
Card Association | Associates the calculation card with the Tax Reporting Unit the employee or retiree reports to. | CardAssociation |
Card Association Detail | CardAssociationDetails |
Reporting Information for Employees Card Hierarchy
The hierarchy of Calculation Card components applicable to employee Reporting Cards are described in this diagram:
Retiree Reporting Information Card Hierarchy
The hierarchy of Calculation Card components applicable to Retiree Reporting Cards are described in this diagram:
Refer to the help topics in this section for guidelines and examples of creating Reporting Information cards.