4How do I configure retiree info on the Reporting Information card?

You use the card's Retiree Reporting Information component to configure reporting info for retirees. The card creates this component automatically when you onboard the retiree.

This Federal component includes these values for Form 1099-R.

To set these values:

1. Open the Reporting Information card for editing.

2. In Calculation Card Overview, click Federal.

3. In Calculation Components, click Retiree Reporting Information.

   Add it if it doesn't exist.

4. In Calculation Component Details, expand Retiree Reporting Information.

Field name	How you use it
Account Number	Form 1099-R account, policy, or other identifying number.
Annuity Percentage	Annuity percentage as displayed in the % value of Box 8.
FATCA Filing Requirement	Identifies the payer is satisfying their Chapter 4 account reporting requirement.
First Year of Designated Roth Contribution	The year of the first Roth contribution, as displayed on Box 11.
Taxable Amount Not Determined	Identifies that the payer was unable to determine the taxable amount as displayed in Box 2b.
Total Distribution	Identifies a total distribution that closes out the retiree's account as displayed in Box 2b.
Total Distribution Percentage	When a total distribution is made to multiple people, identifies this person's percentage, as displayed in Box 9a.
Traditional, SEP, or SIMPLE IRA	Identifies the person is receiving a traditional IRA, SEP, or SIMPLE distribution.
Distribution date for 6050Y death benefits	Identifies the date that these types of benefits were paid.