My Oracle Support Banner

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.

Symptoms


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 

 

Changes

 

Cause

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
Symptoms
Changes
Cause
Solution
References


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