EPY: Paycheck Modeler - Error On Federal Tax When EE Has Pre-2020 W-4 With Withholding At Single Rate Checked on Federal Tax Data (Doc ID 3017370.1)

Last updated on MAY 06, 2024

Applies to:

Symptoms

Paycheck Modeler has error when the Federal Tax Data has withhold at single rate for Form Version pre-2020 W-4.

When an employee has a pre-2020 W-4 with withholding at the single rate selected and they try to model a check in the Paycheck Modeler, the following error is received if they try to select married as their tax status:

Marital Status of Single must be selected if married but withholding tax at Single rate. (2000,729)

Select Marital Status of "Single" when the "married but withholding at single rate" check is selected.

You can bypass the error and it seems to retain the new married status. The calculation is calculating as expected for gross-to-net. However, employees are stopping at the error and not moving forward to model the check.



The issue can be reproduced with the following steps:
1. Go to an employee with Form Version pre-2020 W4 in Correct History mode and select Single status if married but withholding at single rate - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data .
2. Navigate to Paycheck Modeler for the same employee - Employee Self Service>Payroll>Paycheck Modeler
3. Go to the Taxes page
4. Select Edit for Federal and at the top of the page where Tax Status = Single change the drop down to Married and the error is given.
5. Select ‘ok’ on the error with married still selected and then ‘submit’ it does seem to keep the married status.

Changes

Cause

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