This page (revision-48) was last changed on 26-Nov-2021 10:22 by Meg McFarland

This page was created on 26-Nov-2021 10:22 by jmyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
48 26-Nov-2021 10:22 19 KB Meg McFarland to previous
47 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
46 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
45 26-Nov-2021 10:22 12 KB Meg McFarland to previous | to last
44 26-Nov-2021 10:22 12 KB Meg McFarland to previous | to last
43 26-Nov-2021 10:22 23 KB kparrott to previous | to last
42 26-Nov-2021 10:22 23 KB kparrott to previous | to last
41 26-Nov-2021 10:22 24 KB kparrott to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - AR
Tax Reporting - AR

Version management

Difference between version and

At line 87 changed 12 lines
|17-25|Agent for EIN|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-FOR-EIN’ (seq 1510)
|26|Terminating Business Indicator|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-TERM-BUS’ (seq 1520)
|27-30|Establishment Number|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-ESTAB’ (seq 1530)
|31-39|Other EIN|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-OTHER-EIN’ (seq 1540)
|40-96|Employer Name|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-NAME’ (seq 2010)
|97-118|Employer Location Address|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-LOCN-ADDR’ (seq 2020)
|119-140|Employer Delivery Address|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-DELIV-ADDR’ (seq 2030)
|141-162|Employer City|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-CITY’ (seq 2040)
|163-164|Employer State Abbreviation|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-STATE’ (seq 2050)
|165-169|Employer ZIP Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-ZIP’ (seq 2060)
|170-173|Employer ZIP Code Extension|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-ZIP-EXT’ (seq 2070)
|174-174|Kind of Employer|Derived from the [IDFDV] screen, Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
|17-25|Agent for EIN|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-FOR-EIN' (seq 1510)
|26|Terminating Business Indicator|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-TERM-BUS' (seq 1520)
|27-30|Establishment Number|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-ESTAB' (seq 1530)
|31-39|Other EIN|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-OTHER-EIN' (seq 1540)
|40-96|Employer Name|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-NAME' (seq 2010)
|97-118|Employer Location Address|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-LOCN-ADDR' (seq 2020)
|119-140|Employer Delivery Address|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-DELIV-ADDR' (seq 2030)
|141-162|Employer City|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-CITY' (seq 2040)
|163-164|Employer State Abbreviation|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-STATE' (seq 2050)
|165-169|Employer ZIP Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-ZIP' (seq 2060)
|170-173|Employer ZIP Code Extension|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-ZIP-EXT' (seq 2070)
|174-174|Kind of Employer|Derived from the [IDFDV] screen, Field Identifier: 'W2-KIND-OF-EMPLOYER' (seq 2120)
At line 100 changed 6 lines
|179-201|Employer Foreign State/Province|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-F-STATE’ (seq 2080)
|202-216|Employer Foreign Postal Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-F-POSTAL’ (seq 2090)
|217-218|Employer Country Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-COUNTRY’ (seq 2100)
|219|Employment Code|From [IDGR] ‘W2 Employment Type’ or [IPRLU] FICA and Medicare method\\ \\If IPRLU.FICA method = "Do not calculate" and MEDICARE method is NOT "Do Not Calculate" then the employee is classified as Employment Type ‘Q’ for W2 reporting, otherwise the W2 Type of employment is derived from [IDGR] screen a set of code RE, RW/RO/RS, RT/RU records will be generated for different Type of employment
|220|Tax Jurisdiction Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-ER-TAX-JURIS’ (seq 2110)
|221|Third-Party Sick Pay Indicator|Derived from the [IDFDV] screen, Field Identifier: ‘SUB-3RD-PARTY-SICK’ (seq 1480)
|179-201|Employer Foreign State/Province|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-F-STATE' (seq 2080)
|202-216|Employer Foreign Postal Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-F-POSTAL' (seq 2090)
|217-218|Employer Country Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-COUNTRY' (seq 2100)
|219|Employment Code|From [IDGR] 'W2 Employment Type' or [IPRLU] FICA and Medicare method\\ \\If IPRLU.FICA method = "Do not calculate" and MEDICARE method is NOT "Do Not Calculate" then the employee is classified as Employment Type 'Q' for W2 reporting, otherwise the W2 Type of employment is derived from [IDGR] screen a set of code RE, RW/RO/RS, RT/RU records will be generated for different Type of employment
|220|Tax Jurisdiction Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-ER-TAX-JURIS' (seq 2110)
|221|Third-Party Sick Pay Indicator|Derived from the [IDFDV] screen, Field Identifier: 'SUB-3RD-PARTY-SICK' (seq 1480)
At line 111 changed 11 lines
|3-11|Social Security Number|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-SSN’ (seq 2500)\\ \\If an invalid SSN is encountered, this field is entered with zeroes.
|12-26|Employee First Name|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
|27-41|Employee Middle Name or Initial|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|42-61|Employee Last Name|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|62-65|Employee Suffix|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
|66-87|Employee Location Address|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|88-109 |Employee Delivery Address|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|110-131|Employee City|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|132-133|Employee State Abbreviation|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|134-138|Employee ZIP Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|139-142|Employee ZIP Code Extension|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|3-11|Social Security Number|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-SSN' (seq 2500)\\ \\If an invalid SSN is encountered, this field is entered with zeroes.
|12-26|Employee First Name|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-FIRST-NAME' (seq 2510)
|27-41|Employee Middle Name or Initial|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-MIDDLE' (seq 2520)
|42-61|Employee Last Name|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-LAST-NAME' (seq 2530)
|62-65|Employee Suffix|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-SUFFIX' (seq 2540)
|66-87|Employee Location Address|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-LOCN-ADDR' (seq 2600)
|88-109 |Employee Delivery Address|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-DELIV-ADDR' (seq 2610)
|110-131|Employee City|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-CITY' (seq 2620)
|132-133|Employee State Abbreviation|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-STATE' (seq 2630)
|134-138|Employee ZIP Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-ZIP' (seq 2640)
|139-142|Employee ZIP Code Extension|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-ZIP-EXT' (seq 2650)
At line 123 changed 21 lines
|148-170|Employee Foreign State/Province|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)
|171-185|Employee Foreign Postal Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)
|186-187|Employee Country Code|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)
|188-198|Wages, Tips and Other Compensation|Derived from the [IDFDV] screen, Field Identifier: ‘W2-FIT-WAGE’ (seq 3000)
|199-209|Federal Income Tax Withheld|Derived from the [IDFDV] screen, Field Identifier: ‘W2-FIT-TAX’ (seq 3010)
|210-220|Social Security Wages|Derived from the [IDFDV] screen, Field Identifier: ‘W2-SSN-WAGE’ (seq 3020)
|221-231|Social Security Tax Withheld|Derived from the [IDFDV] screen, Field Identifier: ‘W2-SSN-TAX’ (seq 3030)
|232-242|Medicare Wages & Tips|Derived from the [IDFDV] screen, Field Identifier: ‘W2-MEDI-WAGE’ (seq 3040)
|243-253|Medicare Tax Withheld|Derived from the [IDFDV] screen, Field Identifier: ‘W2-MEDI-TAX’ (seq 3050)
|254-264|Social Security Tips|Derived from the [IDFDV] screen, Field Identifier: ‘W2-SSN-TIP’ (seq 3060)
|265-275|Advanced Earned Income Credit|Derived from the [IDFDV] screen, Field Identifier: ‘W2-EIC’ (seq 3080)
|276-286|Dependent Care Benefits|Derived from the [IDFDV] screen, Field Identifier: ‘W2-DEP-CARE’ (seq 3090)
|287-297|Deferred Compensation Contribution to Section 401(k)|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-D’ (seq 4030)
|298-308|Deferred Compensation Contribution to Section 403(b)|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-E’ (seq 4040)
|309-319|Deferred Compensation Contribution to Section 408(k)(6)|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-F’ (seq 4050)
|320-330|Deferred Compensation Contribution to Section 457(b)|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-G’ (seq 4060)
|331-341|Deferred Compensation Contribution to Section 501(c)(18)(D)|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-H’ (seq 4070)
|342-352|Military Employee’s Basic Quarters and Combat Pay|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-Q’ (seq 4140)
|353-363|Non-qualified Plan Section 457|Derived from the [IDFDV] screen, Field Identifier: ‘W2-NQUAL-457’ (seq 3102)
|364-374|Employer Contribution to a Health Savings Account|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-W’ (seq 4190)
|375-385|Non-qualified Plan Not Section 457|Derived from the [IDFDV] screen, Field Identifier: ‘W2-NQUAL-N457’ (seq 3104)
|148-170|Employee Foreign State/Province|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-F-STATE' (seq 2660)
|171-185|Employee Foreign Postal Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-F-POSTAL' (seq 2670)
|186-187|Employee Country Code|Derived from the [IDFDV] screen, Field Identifier: 'W2-EE-COUNTRY' (seq 2680)
|188-198|Wages, Tips and Other Compensation|Derived from the [IDFDV] screen, Field Identifier: 'W2-FIT-WAGE' (seq 3000)
|199-209|Federal Income Tax Withheld|Derived from the [IDFDV] screen, Field Identifier: 'W2-FIT-TAX' (seq 3010)
|210-220|Social Security Wages|Derived from the [IDFDV] screen, Field Identifier: 'W2-SSN-WAGE' (seq 3020)
|221-231|Social Security Tax Withheld|Derived from the [IDFDV] screen, Field Identifier: 'W2-SSN-TAX' (seq 3030)
|232-242|Medicare Wages & Tips|Derived from the [IDFDV] screen, Field Identifier: 'W2-MEDI-WAGE' (seq 3040)
|243-253|Medicare Tax Withheld|Derived from the [IDFDV] screen, Field Identifier: 'W2-MEDI-TAX' (seq 3050)
|254-264|Social Security Tips|Derived from the [IDFDV] screen, Field Identifier: 'W2-SSN-TIP' (seq 3060)
|265-275|Advanced Earned Income Credit|Derived from the [IDFDV] screen, Field Identifier: 'W2-EIC' (seq 3080)
|276-286|Dependent Care Benefits|Derived from the [IDFDV] screen, Field Identifier: 'W2-DEP-CARE' (seq 3090)
|287-297|Deferred Compensation Contribution to Section 401(k)|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-D' (seq 4030)
|298-308|Deferred Compensation Contribution to Section 403(b)|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-E' (seq 4040)
|309-319|Deferred Compensation Contribution to Section 408(k)(6)|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-F' (seq 4050)
|320-330|Deferred Compensation Contribution to Section 457(b)|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-G' (seq 4060)
|331-341|Deferred Compensation Contribution to Section 501(c)(18)(D)|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-H' (seq 4070)
|342-352|Military Employee's Basic Quarters and Combat Pay|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-Q' (seq 4140)
|353-363|Non-qualified Plan Section 457|Derived from the [IDFDV] screen, Field Identifier: 'W2-NQUAL-457' (seq 3102)
|364-374|Employer Contribution to a Health Savings Account|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-W' (seq 4190)
|375-385|Non-qualified Plan Not Section 457|Derived from the [IDFDV] screen, Field Identifier: 'W2-NQUAL-N457' (seq 3104)
At line 145 changed 2 lines
|408-418|Employer Cost of Premiums for Group Term Life Insurance Over $50000|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-C’ (seq 4020)
|419-429|Income from Non-statutory Stock Options|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-V’ (seq 4180)
|408-418|Employer Cost of Premiums for Group Term Life Insurance Over $50000|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-C' (seq 4020)
|419-429|Income from Non-statutory Stock Options|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-V' (seq 4180)
At line 148 changed one line
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from the [IDFDV] screen, Field Identifier: ‘W2-CODE-DD’ (seq 4250)
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from the [IDFDV] screen, Field Identifier: 'W2-CODE-DD' (seq 4250)
At line 150 changed one line
|486|Statutory Employee Indicator|Derived from the [IDFDV] screen, Field Identifier: ‘W2-STAT-EE’ (seq 6000)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|486|Statutory Employee Indicator|Derived from the [IDFDV] screen, Field Identifier: 'W2-STAT-EE' (seq 6000)\\ \\If the amount is non zero, then '1' is entered, otherwise '0' is entered
At line 152 changed 2 lines
|488|Retirement Plan Indicator|Derived from the [IDFDV] screen, Field Identifier: ‘W2-RETIRE-PLAN’ (seq 6020)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|489|Third-Party Sick Pay Indicator|Derived from the [IDFDV] screen, Field Identifier: ‘W2-3PARTY-SICK’ (seq 6060)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|488|Retirement Plan Indicator|Derived from the [IDFDV] screen, Field Identifier: 'W2-RETIRE-PLAN' (seq 6020)\\ \\If the amount is non zero, then '1' is entered, otherwise '0' is entered
|489|Third-Party Sick Pay Indicator|Derived from the [IDFDV] screen, Field Identifier: 'W2-3PARTY-SICK' (seq 6060)\\ \\If the amount is non zero, then '1' is entered, otherwise '0' is entered
This page (revision-48) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop