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Guidance includes W-2 and territorial form configuration, retiree and 1099-R year-end setup, document delivery and print elections, and calculation card configurations for statutory and special cases. 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1  \nHow Do I Prepare for US End-of-Year Processing? 1  \n2 Organization Configuration 5  \nHow to Configure Organizations for US Year-End 5  \n3 Employee Configuration 7  \nConfigure Employees for Year End for the US 7  \nHow to Configure Employee Social Security Number Masking 7  \nHow do I mark individual employees for cumulative aggregation taxation? 8  \n4 Balance Configuration 9  \nHow to Define Balance Feeds for US Year-End Forms 9  \n5 Form W-2 Configuration 11  \nWhat configurations can I perform on Form W-2 Box 14? 11  \nHow do I configure Box 14 to display special or user-defined values? 11  \nHow do I configure Box 14 to display state-specific deductions? 13  \nHow do I configure the number of rows for W-2 Box 14? 14  \n6 Territorial Form Configuration 17  \nHow do I set the control numbers on forms W-2PR and W-2cPR? 17  \nHow do I add an employer phone number and email to forms W-2PR and W-2cPR? 17  \n7 Retiree Form Configuration 19  \nHow do I configure my organizations for 1099-R year-end reporting? 19  \nHow do I generate Form 1099-R for year-end reporting? 19  \n8 Document Delivery Configuration 21  \nHow can I configure document delivery preferences for US year-end reporting? 21  \nHow to Access the US Year-End Form Document Types 21  \nHow to Set US Year-End Form Print Elections for Individual Employees 23  \nHow to Set US Year-End Form Print Elections for Multiple Employees 23  \nHow to Configure US Year-End Form Document Delivery Preferences Using HCM Data Loader 24  \n9 Calculation Card Configuration 25  \nHow can I identify statutory employees? 25  \nHow do I mark individual employees for cumulative aggregation taxation? 25  \nHow to Configure Special ADP Settings for US Year-End Reporting 25  \nHow to Configure Retirement Plan Eligibility for US Employees 26  \nHow to Identify Employees as New York City Part-Year Residents 27  \nHow to Configure the Reporting Information Card for Puerto Rico Year-End 27  \n10 Year-End Data Archival 31  \nWhat prearchival reports are available for US year-end? 31  \nHow to Archive Year-End Data for the US 32  \nHow to Validate the End-of-Year Archive for the US 32  \nHow do I archive changes I made to a US payroll relationship? 33  \n11 Year-End Tax and Wage Reporting 35  \nWhat tax and wage reports are available for US year-end? 35  \nHow do I print W-2s for terminated employees? 36  \nHow do I correct my US year-end forms? 36  \nExamples of Updating Year-End Tax Data for the US 38  \nExamples of Updating Year-End Tax Data for US Territories 43  \nExamples of Troubleshooting Year-End Tax Data for the US 46  \n12 Year-Begin Preparation 49  \nHow to Perform Begin-of-Year Processing for the US 49  \nHow to Clear Last Year's Deferred Compensation Deductions Limit Overrides 51  \nHow to Clear or Update Last Year's Tax Exemptions 52  \nHow to Verify the County of Residence or Employment for Indiana Employees 52  \nHow to Apply Annual Occupational and Local Services Tax Exemptions 52  \nHow to Enable New York Family Leave Insurance for Eligible Employees 53  \nHow to Update State Unemployment Insurance Rates for Year-Begin 53  \nHow to Update State Unemployment Insurance Wage Limits for Year-Begin 54  \n13 Appendix A: Year-End Reference Info 55  \nHow the Payroll Process Calculates Indiana County Taxes 55  \nNew Jersey Disability Insurance 56  \nHow do I select a private New Jersey Disability Insurance plan type? 56  \nHow do I select a private New Jersey Family Medical Leave Insurance plan type? 56  \nCan I override the W-2c Employee Report sort order? 56  \nForm 1099-R Box Info 57  \nForm W-2 Box Info 61  \nForm W-2PR Box Info 78  \n14 Appendix B: Quarter-End Processing 87  \nHow to Perform Quarter-End Processing for the US 87  \n15 App","cbCaisYCsllMuevf","https://ap.wps.com/l/cbCaisYCsllMuevf","pdf",883648,134,"English","# Get Help\n# How Do I Prepare for US End-of-Year Processing?\n## Organization Configuration\n## Employee Configuration\n## Balance Configuration\n## Form W-2 Configuration\n## Territorial Form Configuration\n## Retiree Form Configuration\n## Document Delivery Configuration\n## Calculation Card Configuration\n## Year-End Data Archival\n## Year-End Tax and Wage Reporting\n## Year-Begin Preparation\n## Appendix A: Year-End Reference Info\n## Appendix B: Quarter-End Processing\n## Appendix C: Reports and Processes","[{\"question\":\"What is the recommended approach for US end-of-year processing in Oracle Fusion Cloud Human Resources?\",\"answer\":\"US end-of-year processing consists of multiple steps that must be completed in the correct order. Perform the steps first in a test environment and run a trial year-end process before the fourth quarter starts to validate results.\"},{\"question\":\"Which configurations are needed for W-2 forms during US year-end preparation?\",\"answer\":\"Configure Form W-2 details including what can be set for W-2 Box 14, how Box 14 values and state-specific deductions are displayed, and how many rows Box 14 uses.\"},{\"question\":\"How should year-end data archival and validation be handled for US payroll results?\",\"answer\":\"Use available prearchival reports, archive year-end data for the US, and validate the end-of-year archive. Also archive changes made to a US payroll relationship and use the provided reporting processes for ongoing checks.\"}]","Oracle Fusion Cloud Human Resources - Prepare for US End-of-Year - FA Latest | PDF",1789810831,47]