You can preview 1099-Rs using the 1099R Register Report before printing. Through the 1099R Register report, you can view the amounts reported in each box of the Form 1099-R for all employees in a particular GRE for a given year. You can also view the amounts for a particular assignment set. This report includes all balances reported on the 1099R Information Return. The 1099R Register report shows totals by 1099-R box number (1 through 15). Using sort options, you can customize this report to further display withholding totals for employees, organizations, and locations.
You use the 1099R Register report to verify your 1099-R box totals prior to running your 1099-Rs.
You organize 1099R Register reports according to user-defined criteria or sort options. Oracle Payroll does not require that you use sort options to generate your 1099R Register report, but they are the best way to customize the report to your specific needs. You sort reports by any three of the following options:
Employee Name
Location
Organization
Social Security Number
Note: You can choose to sort by Social Security Number or by Employee Name, but not both. If you select Social Security Number as a sort option, Employee Name does not appear in the List of Values for the remaining sort options. If you select Employee Name as a sort option, Social Security Number does not appear in the List of Values for the remaining sort options.
Example
The following is an example of how to use sort options to customize the 1099R Register report.
To create a 1099R Register report sorted by Organization, Location, and Employee Name:
Enter Organization into the Sort Option One field.
Enter Location into the Sort Option Two field.
Enter Employee Name into the Sort Option Three field.
Using the selected Sort Options, Oracle Payroll generates the report listing the 1099-R box totals for each employee alphabetically by location within each organization for the selected GRE.
Note: The sort options are nested. If you change Sort Option Two from Location to Employee Name, Sort Option Three automatically clears.
When printed, the 1099R Register report inserts a page break between each selected sort option, with the exception of Employee Name or Social Security Number.
For Example, if you choose Organization, Location, and Employee Name as sort options, the report contains a page break every time the Organization or the Location changes. The report does not have page breaks between the individual employees.
The report then lists the following information:
Total Employees Successfully Processed
Total Employees for who will receive a printed 1099-R
Total Employees with zero or negative wages (box 1)
Total Employees Errored in Year End Pre-Process
Total employees Marked for Retry of Year End Pre-Process
The following parameters exist for the 1099R Register:
| Reporting Year (required) | Four digit calendar year. |
| Government Reporting Entity (required) | GRE Only GREs that you have archived using the Year End Pre-Process for the specified Reporting Year appear in this list. GREs for retirees do not appear in the list. |
| Totals Only (required) | Yes displays only the box totals for all selected employees in the report; the report does not include individual employees. No displays box totals in the report for selected individual employees, as well as the totals. |
| Assignment Set (optional) | An assignment set limits the report to only those employees included in it.
Note: This report does not support dynamic assignment sets. |
| Sort Options (optional) | Use the three fields for sort options to support your report results. You cannot select Sort Options if you have set the Totals Only parameter to Yes. If you do not select any sort options, the report uses Employee Name as the default. |
The 1099R Register prints according to the parameters that you select, in landscape format to fit on 8.5" x 11" paper.