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.
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From My Client Groups, click Workforce Structures.
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Click Manage Legal Reporting Unit HCM Information.
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Select Tax Reporting Unit.
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Click Federal.
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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.
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From My Client Groups, click Payroll.
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Click Calculation Cards.
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Search for and select the person.
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Open their Reporting Information card for editing.
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Select Retiree Reporting Information.
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Select Enterable Calculation Values on Calculation Cards.
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Click Create.
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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.
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It checks the person's Reporting Information card.
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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.
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If you chose No, the extract:
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Doesn't pass the YE record to ADP.
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Doesn't select Total Distribution on the 1099-R.
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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.
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If you chose Yes for Total Distribution, the extract:
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Passes the YE record to ADP.
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Selects Total Distribution on the 1099-R.
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If you chose No, the extract:
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Doesn't pass the YE record to ADP.
- Doesn't select Total Distribution on the 1099-R.
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If you didn't select a value, the extract:
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Doesn't pass the YE record to ADP.
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Doesn't select Total Distribution on the 1099-R for those retirees.
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