My Oracle Support Banner

EPY: How Do You Enter W-4 P for Retirees After 2020 Forms Are Out? (Doc ID 2739608.1)

Last updated on DECEMBER 23, 2020

Applies to:

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

Goal

PeopleSoft does not have a separate form for W4 P, so the customer uses the delivered W-4 pages to record retiree tax elections. The W-4 P still allows for the 2019 formatting, such as allowance.
However, since the 2020 changes, when trying to record 2019 type elections the customer is now receiving an error: "The Federal Form W-4 Version of '2019 or Earlier' is not valid for the Effective Date given on the Federal Tax Data Record. Correct the Federal Form W-4 Version to '2020 or Later' or change the Effective Date. How do we fill these in now?

Solution

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
Goal
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.