Run the 1099R Information Return PDF report from the Submit Requests window.

   To run the 1099R Information Return PDF Report:

1. Select 1099-R Information Return - PDF in the Name field.

2. Click in the Parameters field if the Parameters window does not automatically open.

3. Enter the Reporting Tax Year and a GRE Archived by Year End Pre-Process for the Paper 1099-R report.

   Note: 1099-Rs only print for assignments in the selected GRE.

4. Click in the Selection Criterion field, and choose one selection criterion.

   Note: This step activates the corresponding field in the Parameters window.

5. To run this report for an assignment set, make a selection in the Assignment Set field.

   This report does not support dynamic assignment sets.

6. If you entered a value in the Selection Criterion field, in the corresponding field, enter an appropriate value.

7. In the Submit Request window, select the printer and number of copies in the Print Options region.

   Note: Only the 1099-R Information Return - PDF is supported for Year End 2008. Oracle Payroll supports printing 1099-R PDF output on Evergreen Form #5179 (envelope #9999-1).

8. Submit the report, or alternately, select sort options for the report.

To Generate Corrected 1099-R Information Return-PDF Reports

1099-Rs (Information Returns) must be checked as Corrected if there is any change to the data after the retiree received their 1099-R. The application should only generate Corrected 1099-Rs when the data is changed, but not when you add a new retiree assignment to the archive. When you add retiree assignments to the archive after the date set in profile option 'HR: Original 1099-R on or before (MM/DD)', you must use 'Add Assignment Actions To The Year End Pre-Process'. When you run the Retry US Payroll Process, retiree assignments added using the 'Add Assignment Actions To The Year End Pre-Process' will not be marked as Corrected. See: Paper 1099-R Requirements.