How to Configure Retiree Tax Cards for Third-Party Tax Filing

If you enter values in the following fields on a retiree's Tax Withholding for Pension and Annuity Payments card, they are included in the appropriate extracts.

Withholding Details section

Calculation component	Section	Field name
Federal	Withholding Status	Filing Status
Regional	Withholding Exemption	State Unemployment
Regional	Withholding Exemption	State Disability Insurance