Generate Federal Employee W-4 Show Only One Form With "Lock In Date" (Doc ID 2548087.1)

Last updated on DECEMBER 09, 2022

Applies to:

Symptoms

ACTUAL BEHAVIOR
If the employer is notified by the IRS that an employee is subject to a lock in the form W-4 will print the locked in withholding not the employee’s last election.

EXPECTED BEHAVIOR
When a locking date is in place the program should print both forms, current plus the prior so the employer can send the last election to the employee + have the back up for the current, which was not the elected by the employee.

STEPS
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The issue can be reproduced at will with the following steps:

1) Responsibility: US Super HRMS Manager

2. Navigation : Fast Path > US Tax Information > Select an employee to update > Enter a Lock In Date and an additional Tax amount – what is usually sent in a lock in letter >   Save

3. Navigate to Process and Reports > Submit Processes and Reports > Find the program “Generate Federal Employee W-4”

4. View the report output

5. LockIn information not the employee’s last election

6. When a LockIn date is in place the program should print both forms, current plus the prior so the employer can send the last election to the employee + have the back up for the current, which was not the elected by the employee.

Changes

Cause

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