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EPY: W-4 Lock In Letter Functionality for 2020 (Doc ID 2646101.1)

Last updated on MAY 26, 2021

Applies to:

PeopleSoft Enterprise HCM Payroll for North America - Version 8.9 to 9.2 [Release 8.9 to 9]
Information in this document applies to any platform.


An error occurs when entering a W-4 lock-in Letter

When trying to enter a 2020 IRS Lock Letter, receiving the following error:

The Federal Withholding Allowance exceeds the IRS limit, but all of the amounts are $0.00.

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

1. Navigate to Payroll for North America >Employee Pay Data USA >Tax Information >Update Employee Tax Data
2. Choose the Tax Entity (Federal or State Tax Data) that requires the Lock-In Letter and expand the Lock-In Letter Details
3. Check on the Lock-In letter and update the Limit On Allowances to the correct amount
        - Note that this is using Allowances and Federal Tax Data no longer uses Allowances
4. Save 





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