How to issue an employee a W2 for wages and 1099-R for survivor benefits?
We have a handful of employees who currently work for the company and receive W2 wages. In addition, they are receiving survivor benefits which we need to issue a 1099-R. How would we set this up within JDE? In the past, we had a second "dummy" record for the employee with an invalid social to receive the survivor benefits but at year end this would require manipulation to get the SSN on the 1099-R record. Is there a way to pay the employee both W2 wages and 1099-R benefits and issue both forms at year end?