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It explains navigating to PortalWorkload and My Folder, using Folder Home tabs to create new claims, and selecting required claim details such as current claim year, filing status, 1040SE status, and income field requirements. The steps cover one-year vs two-year calculations, completing/agreeing to the form, and handling documentation by either faxing with a cover sheet or attaching files, including signature and eligibility considerations.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":35,"@type":76,"position":81},"https://docshare.wps.com/document/healthcare/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/traveler-rita-claim-submit-and-complete/500573/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/traveler-rita-claim-submit-and-complete/500573.png","ImageObject",300,407,{"name":92,"@type":93},"Finn","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-11","2026-10-03",true,{"@type":102,"interactionType":103,"userInteractionCount":39},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"Where should a traveler create and access RITA claims in the portal?","Question",{"text":112,"@type":113},"A traveler should go to the PortalWorkload screen and then use the “My Folder” tab to find the folder and start a claim by clicking the pencil. Claims and documents are managed from the “Folder Home” page tabs.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"What key selections are required when filling out a RITA claim?",{"text":117,"@type":113},"The traveler must select the Current Year (CY) received, choose whether the final claim has been submitted for relocation (Yes/No), select filing status based on IRS 1040, and select a 1040SE status. Income fields must be greater than $0 except the spouse’s W-2 field, which can be $0 but cannot be blank.",{"name":119,"@type":110,"acceptedAnswer":120},"How can supporting documentation be provided for a claim?",{"text":121,"@type":113},"Documentation can be faxed using a fax cover sheet (including page count and fax date, and faxing to the number on the cover sheet) or attached by using the “add/view attachments” link, selecting the file, entering a type description, and clicking “Attach File”.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},500573,1791421145,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":34,"category_name":35,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":39,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":4},34359740700684,"https://ap-avatar.wpscdn.com/avatar/1f400023980c374ae676?_k=1777273430885731487","RITA Claim (Traveler)  \n1. Login to Portal.  \n2. You will automatically be sent to your “Workload” screen. The “PortalWorkload” should only display documents that are currently pending your action, Authorizing Official (AO) approval, Budget Official (BO) review or an actionfrom the Financial Services Center (FSC) . You will be able to create a claim and viewdocuments from the “My Folder” tab Click on “My Folder”.  \n3. “My Folder” will have a list of all your documents regardless of the status, even those completed. Click on the pencil to the right of the folder you would like to create a RITA Claim.  \n4. Youwill be routed to the “Folder Home” page, where you will see five tabs, “Home”, “Claims”,“Documents”,“Attachments” and “Decline/Restore Claims”. The “Home”tab will allow you to view documents, create new claims and view attachments. The “Claims” tab will show a list of all claims you are eligible to submit a claim for. The “Documents”tab will allow you to view all forms including 3918, 3036, advance and 1012 forms. The “Attachment”tab will allow you to view attachments related to this folder. The “Decline/Restore”tab will allow you to decline your option to submit a claim or restore  \nyour option if you have already declined. You are automaticallydefaulted to the “Home” tab.  \n5.  Click on “View and request new claims”  \n6.  Click on the “Add RITA Claim” link under “List of Claims to Request”.  \n7. Youwill betaken to a new screen to begin entering information for your RITAclaim.  \n8.  Select the Current Year being claimed from the Field “Current Year (CY) Received  \nReimbursement:*”from the available years shown in the list. This field could contain more than one year if claims were filed in different years. Only one RITA can be claim per year.  \n9. The RITA claim will autofill with the first and last name, current email address, and last contact phone number for the traveler. You are required to fill in your current mailing address, city, state and zip. You can correct any information auto filled in the employee section containing incorrect information.  \n10. You are required to select “Yes” or “No” to whether you have submitted your final claim for this  relocation.  \n11. You are required to make a selectionfor filing status based on your IRS 1040 Tax form. The corresponding fields in theW-2 Income section will enable based on the selection made here.  \n12. You are required to select a 1040SE status. Based on your selection here, the applicable corresponding fields on the 1040SE section will enable.  \n13. Income fields require values greater than $0 except the spouse’sW-2 field which can have a $0 value but cannot be left blank.  \n14. If your state has a county or marginal tax rate, enter any that apply. You are required to answer the questions;you must selectYES or NO. The secondquestion is only required if you selected YES to the first question.  \n15. There are TWO DIFFERENT RITA forms depending on which year you are filing for: If you are filing for years prior to 1/1/2015, you will have a TWO Year calculation. If you a r e filing for years starting 1/1/2015 and after, there will be only a single calculation area. The calculations anddisplayed tax rates automatically display.  \n• Single Year Calculation example:  \n• Two Year Calculation example:  \n16. The Taxable Income and Sum of WTAs for the authorizationwill automaticallypopulate here.  \n17. You can enter any comments needed for the claim here:  \n18. The FSC/PCS sectionwill automaticallypopulate the value returned to you can show either a negative amount or a positive amount.  \n19. The form requires you to AGREEto the information. Signaturefor the spouse is required ONLY if the filing status is Married Filing Jointlyand the spouse has income > $0. You must answer YES or NO on whether you faxed or attached a copyof the signed form (REFERENCE PAGE 6 & 7 FOR INSTRUCTIONS) .  \n20. You have three options for the form: You can Save and Hold, Sign and Complete(all required","cbCaidxOUBGwAVkO","https://ap.wps.com/l/cbCaidxOUBGwAVkO","pdf",1682736,11,"English","# Login and locate workload\n## My Folder and Folder Home tabs\n# Start a new RITA claim\n## Add RITA Claim\n## Select claim year and traveler information\n# Complete claim form\n## Filing status and 1040SE selection\n## Income and tax rate inputs\n## Single-year vs two-year calculation\n# Agree, save, sign, and submit\n## Save and Hold\n## Sign and Complete\n# Send documentation\n## Fax with a cover sheet\n## Attach files to the claim","[{\"question\":\"Where should a traveler create and access RITA claims in the portal?\",\"answer\":\"A traveler should go to the PortalWorkload screen and then use the “My Folder” tab to find the folder and start a claim by clicking the pencil. Claims and documents are managed from the “Folder Home” page tabs.\"},{\"question\":\"What key selections are required when filling out a RITA claim?\",\"answer\":\"The traveler must select the Current Year (CY) received, choose whether the final claim has been submitted for relocation (Yes/No), select filing status based on IRS 1040, and select a 1040SE status. Income fields must be greater than $0 except the spouse’s W-2 field, which can be $0 but cannot be blank.\"},{\"question\":\"How can supporting documentation be provided for a claim?\",\"answer\":\"Documentation can be faxed using a fax cover sheet (including page count and fax date, and faxing to the number on the cover sheet) or attached by using the “add/view attachments” link, selecting the file, entering a type description, and clicking “Attach File”.\"}]","Traveler RITA Claim - Submit and Complete | PDF",1791013040,28]