SCT Banner Human Resources / Release Guide / 7.0

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Section 7 Support for 1099-R Changes - FunctionalChanged Report and ProcessAlternatively, if the 1099-R Load Process (PXP1099) is used, the account number isauto-generated and will be printed on the 1099-R form and the 1099-R magnetictape file. For more details, see below.Changed Report and ProcessThe following reports and processes have been modified for this enhancement.1099-R Load Process (PXP1099)This process has been modified to auto-generate a Payer Account Number touniquely identify the record by distribution code for each employee. This is analternative to entering the account number directly on the PXA1099 form.1099-R Print Report (PXR1099)Similar to the 1099-R Load Process (PXP1099), this report has also been modifiedto capture the Payer Account Number in the 1099 tape file, in positions 21- 40.Human Resources/Position Control Release 7.0 January 2005136 Release Guide Confidential
Section 7 Support for 1099-R Changes - Functional1099-R Processing1099-R ProcessingThe Banner HR System utilizes information from several rule forms to produce1099-R forms. The 1099-R forms will contain accurate data only if this informationis complete and correct. Instructions for providing the required information follow:1. Complete all fields on the Employer Rule Form (PTREMPR).2. Complete the following fields on the Magnetic Tape Rule Form (PXAMTAP):• 1099 Contact Name and 1099 Contact Phone Number fields on the mainwindow of the form. These fields identify the 1099-R contact person atyour enterprise.• 1099-R Name Control field on the Employer Information window.3. Select a value for the 1099-R Indicator field on the Tax Code Rule Form(PXATXCD). This indicator is only applicable to State Tax Codes (forexample, GA). It specifies whether the identified state participates in theCombined/Federal State 1099 program. Valid values are Yes, No, and None.(None is used when the associated tax type is something other than State.) If youneed to change the value for this indicator, follow the instructions for changingPXATXCD data in Chapter 17, Time Entry and Payroll Processing.Note: Steps 4-7 are interrelated. Please read these four steps before performingStep 4.4. Review the information on the 1099-R Distribution Code Validation Form(PTV1099). This form lists all of the distribution codes needed to reportinformation for 1099-R forms. The codes in this form are delivered by SCT.Your enterprise should not change these codes unless it is directed to do so bySCT. The usage of these codes is described below.5. Complete the following two fields on the Regulatory Information window ofthe Earn Code Rule Form (PTREARN):• Enter a 1099-R distribution code in the 1099 Code field if the systemshould consider the earn code specified in the Key block of PTREARNwhen processing 1099-R forms. To view a list of valid values, double-clickin the 1099 Code field.• Check the Taxable Amount not Determined from Earn Code checkbox ifthe taxable amount of the earn code cannot be determined for 1099-Rprocessing. When this field is checked, the 1099-R Load Process(PXP1099), will populate Box 2b on 1099-R.6. Enter a 1099-R distribution code in the 1099 Code field on theBenefit/Deduction Rule Form (PTRBDCA) if the system should consider thebenefit/deduction code specified in the Key block of PTRBDCA whenprocessing 1099-R forms. (This field appears on the main window of theform.)To view a list of valid values, double-click in the 1099 Code field.January 2005 Human Resources/Position Control Release 7.0Confidential Release Guide 137
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Release GuideHuman Resources/Positi
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Table of ContentsChanged Forms . .
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Table of ContentsSection 12 CA-MIS
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Table of ContentsSection 21 Miscell
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Table of ContentsSection 24 Problem
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IntroductionIntroductionThis Releas
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IntroductionOSHA Reporting Enhancem
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Section 1 New Banner Online HelpInt
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Section 2 New User Interface-Functi
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Section 3 Employee API - Functional
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Section 4 Employee API - TechnicalO
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Section 5 Banner Support for Salary
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Appendix A Example of Annual Salary
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Appendix A Example of Annual Salary
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Appendix B Example - Setting Up VBS
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Appendix C Using the Common Person
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