EAP WTHD16: IRS Tax File is missing the F Record for 1099 Include Option and Piggyback State is not enabled (Doc ID 2222239.1)

Last updated on JANUARY 27, 2017

Applies to:

PeopleSoft Enterprise FIN Payables - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

When running the 1099 Report, if IRS File Generate Option = “Include Non Employee Compensation”, the IRS Tax file is missing the F Record if Combined Federal / State Filing (Piggyback States) is not enabled on the Report Control Information > Piggyback States/Numbers page.

In other words, if there is no K Record existing in the IRS Tax file, the F Record will be missing.

Issue does not occur if IRS File Generate Option = "All" or "Exclude Non Employee Compensation”.

STEPS
1.  Report Control Information > Piggyback States/Numbers page
2.  Un-check the Process box for California
3.  Withholding Vendor with California address is setup with Class 07
4.  Create a Withholding Adjustment for CA Vendor for Class 07
5.  Run 1099 Report Post
6.  Run 1099 Report with the following setup:
a.  Type of File/Return = Test
b.  IRS File Generate Option = Include Non Employee Compensation
7.  IRS Tax file is missing the F record at the end of the file

Changes

 

Cause

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