How do I configure my organizations for 1099-R year-end reporting?

Before you can generate the 1099-R, you must make sure you've configured your federal and state registrations and tax reporting units (TRUs) for retirees.

How to configure federal and state registrations

Use the Legal Reporting Unit Registrations task to ensure the following fields are populated for each TRU.

This jurisdiction	Uses this field name	This is how it's used
United States Federal Tax	EIN or TIN	Your federal employer identification number (EIN)
United States Federal Tax	Registered Name	Your employer name
United States Federal Tax	Registered Address	Your employer address
<state> Income Tax	Registration Number	Your employer state EIN

How to define TRUs for retirees

You can't assign retirees and employees to the same TRU. Each 1099-R distribution code and code combination your retirees require must have a separate TRU.