Setting Up 1099R Employees

To produce a 1099-R for an employee, you must first create and E/D Code. See Creating E/Ds. Open the Client - E/Ds window and click the key or Alt Insert to add a new record.

Enter the E/D Code. In the Code Type field, key in EY or select it from the drop down box. The Description defaults to1099-R, which can be changed. In the Override W2 Box, enter the appropriate box number the amount should appear in on the form.

The override W2 box may contain up to 4 characters. You can use either a comma or a space between the entries for 1099 E/D Code Types only

Once the Employee has been created, Open the W2 tab of the Employee - Employee window. Be sure to select the following:

1099 or Employee

Select 1099

Annual Form Type

Select 1099

Distribution Code

Enter the appropriate Distribution Code. This code is from the IRS Guide to Distribution Codes. It will print in box 7 of the form. If the amount should appear in more than one box, separate the box numbers by a comma ( , ) without any spaces. For example, 1,2A

Tax Amount Determined

Yes	The Taxable amount not determined check box is selected in box 2b on the Form 1099R.
No	The Taxable amount not determined check box is cleared in box 2b on the Form 1099R.

Total Distribution

Yes	The Total Distribution check box is selected in box 2b on the Form 1099R.
No	The Total Distribution check box is cleared in box 2b on the Form 1099R.

Pension Plan

Choose the appropriate pension plan from the list.

You must set up a separate EE Code for each distribution code that needs to be reported. If you are creating the employee and or the 1099-R E/D Code in the current year, but need to produce the form for the prior year, you must effective date them back to 12/31 of the year you want to produce the 1099-R for.