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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.


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?


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