To run a State 1099R Magnetic report:The State 1099R Magnetic report request parameters are similar to the Federal parameters, except that they contain a state parameter.
Employers reporting their 1099-R data to the Pennsylvania Department of Revenue can submit the 1099-R report using the Comma Delimited file format (CSV format).
Note: You must successfully run the Year End Pre-Process for each GRE that does business in that State prior to running a State 1099R Magnetic report. If the Year-End Pre-Processor is not run for each Retiree GRE, you will receive a warning message. This warning must be checked and corrected. If the Year End Pre-Processor has not been run for a GRE containing retirees who have retirement distributions for the current reporting year, the magnetic report will be incomplete.
Run the State 1099R Magnetic report from the Submit Request window.
To run a State 1099R Magnetic report:When preparing to run this report, you may need to consider those employees who have changed their primary residence within the past year:
If your DateTracked session date is the last day of the year or earlier, this report uses the employee's primary address listed as of the last day of the year.
If your session date is greater than the last day of the year, this report uses the employee's primary residence as of your session date.
In the Name field, select State 1099R Magnetic Report from the list. If the Parameters window does not open, click in the Parameters field.
In the Parameters window, select the appropriate state from the list.
In the Year field, enter the tax year for the report.
In the Transmitter field, select the name of the GRE that functions as the transmitter of this 1099-R report.
If you are generating a file for testing purposes only, select Yes in the Test Tape field.
Select the appropriate file type in the File Type field.
Use the File Type field to specify if the output file should be an Original or Replacement File. If you select Replacement File, then use the Replacement File AlphaChar field to give a letter designation to the file.
Select Yes or No in the Fold Output parameter field. If you select Yes, then the output flat files (.mf) are folded as per the necessary specifications. The appropriate line feeds or carriage returns are added to the magnetic file (mf) output without any manual intervention being required. If 'No' (default option) is selected, then the process will not fold the output file and all the records in magnetic file are generated in one continuous line.
Click OK and then Submit.
When the report is complete, the application generates the files for electronic submission. You can view the processing status of the report from the View Requests window.