If a ptp states they need a 1099r. first research to confirm the request. Search the ptp SSN in InnoPay for that Tax Years' distributions. If you see no taxable payment, they should not receive a 1099r.
If you see a taxable payment for the year, search for a tax form. If you see one, send the ptp after verification.
If you do not see a 1099r after searching, notify the plan ptp we must contact our operations team to submit the request.
THIS PROCESS COULD TAKE UP TO 3 WEEKS!
Please make sure the ptp is aware of the timeline. If the ptp requests or you offer a call back, update the ticket accordingly and set a to-do reminder to make sure that's handled.
The time to correct a 1099r could take just as long.
IRS Form 1099-R Distribution Codes
This solution is still in draft mode.