My Oracle Support Banner

EPY: Retirement Checkbox Checked Yes on the W-2 When It Shouldn't Be (Doc ID 2583472.1)

Last updated on JUNE 01, 2021

Applies to:

PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 and later
Information in this document applies to any platform.


On : 9.2 version, Year-End

An employee is paid earnings and 401k last year. After TAX504 is run in the previous year, the Pension Flag on the current Federal Tax Data for the employee is set to 'Y' because the employee has 401k balances and 401k was specified on the TAX504 run control. This is correct.

This year the employee doesn't have 401k and has Box 12DD defined for Employer health benefits. After TAX504 is run, the current Federal Tax Data for the employee is still showing the Pension Flag as 'Y'. This is not correct because the employee does not have any 401k balances in the current year.




To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.