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

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Version Date Modified Size Author Changes ... Change note
4 15-Feb-2023 15:09 10 KB Karen Parrott to previous
3 26-Nov-2021 10:22 10 KB Meg McFarland to previous | to last
2 26-Nov-2021 10:22 10 KB Meg McFarland to previous | to last
1 26-Nov-2021 10:22 19 KB kparrott to last

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Tax Reporting - IA
Tax Reporting - IA

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At line 10 changed 2 lines
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for the State of IA.
* The ‘W2 State Media Filing’ must also be setup with value of ‘01’ to generate the IA State magnetic media file for Iowa State which includes the Federal wage records ('RW').
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for the State of IA. The ‘W2 State Media Filing’ must also be setup with value of ‘01’ to generate the IA State magnetic media file for Iowa State which includes the Federal wage records ('RW').
At line 13 removed 7 lines
!!State File Procedures
*The State of Iowa Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format.
*Records required are: Code RA, RE, RW, RS, RT, RV and RF. RO and RU record codes are optional.
*The State of Iowa requires the IA state account number to be filed on the Code RE record, therefore [RPYEU] must be run to generate IA State File for its own state. [IDGV] must be set up as follows:
**For State Registration of Iowa, the 'W2 STATE MEDIA FILING' IDGV Variable must be set to "2". The State of Iowa requires its own file. Do not include other State information in the State file.
At line 22 changed one line
*If the standard IDIF file definition 'HL$US-QTR-IA2018' is used, then the Pay Element 'SUI WAGES' must exist and contain the Employee wages.
*If the standard IDIF file definition 'HL$US-QTR-IA2018' is used, then the Pay Element 'SUI WAGES' must exist and contains the Employee wages.
At line 25 changed one line
[RPYEU] must be run with the following report parameters and filters defined to generate the Iowa State file information:
[RPYEU] must be run and the following fields defined to generate the Iowa State file information:
|Report List Filters, Select State:|Iowa, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2018’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (31-Dec-2017)
|Parameters, Media Format:|Federal File Format (includes 'RW' records as well as 'RS' records).
%%information The Directory and Media File Name parameters must be defined or an output file will not be produced.%%
At line 27 removed 13 lines
\\
__RPYEU Report Parameters__
|Annual Form Code|Mandatory. \\Annual Form Code HL$US-W2-20YY, defined on the IDFDV form. \\NOTE: Always use the current year form code. __DO NOT__ use a prior year form code as the Identifiers may be obsolete.
|Period Type|Mandatory. Defines the period type. Enter "Year" for Annual reporting and "Quarter" for quarterly reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period.
|Media Format|Mandatory. Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records).
|Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced
|Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced
|RPYEU Report Filters__
|Select State: Iowa, USA
At line 50 changed one line
[{InsertPage page='W2_EFW2_RECORD_RW'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RW"
|3-11|Social Security Number|Derived from [IDFDV], 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 [IDFDV], Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
|27-41|Employee Middle Name or Initial|Derived from [IDFDV], Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|42-61|Employee Last Name|Derived from [IDFDV], Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|62-65|Employee Suffix|Derived from [IDFDV], Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
|66-87|Employee Location Address|Derived from [IDFDV], Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|88-109|Employee Delivery Address|Derived from [IDFDV], Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|110-131|Employee City|Derived from [IDFDV], Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|132-133|Employee State Abbreviation|Derived from [IDFDV], Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|134-138|Employee ZIP Code|Derived from [IDFDV], Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|139-142|Employee ZIP Code Extension|Derived from [IDFDV], Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|143-147|Blank|
|148-170|Employee Foreign State/Province|Derived from [IDFDV], Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)
|171-185|Employee Foreign Postal Code|Derived from [IDFDV], Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)
|186-187|Employee Country Code|Derived from [IDFDV], Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)
|188-198|Wages, Tips and other compensation|Derived from [IDFDV], Field Identifier:: ‘W2-FIT-WAGE’ (seq 3000)
|199-209|Federal Income Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-FIT-TAX’ (seq 3010)
|210-220|Social Security Wages|Derived from [IDFDV], Field Identifier: ‘W2-SSN-WAGE’ (seq 3020)
|221-231|Social Security Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-SSN-TAX’ (seq 3030)
|232-242|Medicare Wages & Tips|Derived from [IDFDV], Field Identifier: ‘W2-MEDI-WAGE’ (seq 3040)
|243-253|Medicare Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-MEDI-TAX’ (seq 3050)
|254-264|Social Security Tips|Derived from [IDFDV], Field Identifier: ‘W2-SSN-TIP’ (seq 3060)
|265-275|Advanced Earned Income Credit|Derived from [IDFDV], Field Identifier: ‘W2-EIC’ (seq 3080)
|276-286|Dependent Care Benefits|Derived from [IDFDV], Field Identifier: ‘W2-DEP-CARE’ (seq 3090)
|287-297|Deferred Compensation contribution to Section 401(k)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-D’ (seq 4030)
|298-308|Deferred Compensation contribution to Section 403(b)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-E’ (seq 4040)
|309-319|Deferred Compensation contribution to Section 408(k)(6)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-F’ (seq 4050)
|320-330|Deferred Compensation contribution to Section 457(b)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-G’ (seq 4060)
|331-341|Deferred Compensation contribution to Section 501(c)(18)(D)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-H’ (seq 4070)
|342-352|Filler
|353-363|Non-qualified Plan section 457|Derived from [IDFDV], Field Identifier: ‘W2-NQUAL-457’ (seq 3102)
|364-374|Employer Contribution to a Health Savings Account|Derived from [IDFDV], Field Identifier: ‘W2-CODE-W’ (seq 4190)
|375-385|Non-qualified Plan Not section 457|Derived from [IDFDV], Field Identifier: ‘W2-NQUAL-N457’ (seq 3104)
|386-407|Blank|
|408-418|Employer cost of premiums for Group Term Life insurance over $50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-C’ (seq 4020)
|419-429|Income from Non-statutory Stock Options|Derived from [IDFDV], Field Identifier: ‘W2-CODE-V’ (seq 4180)
|430-462|Blank|
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV], Field Identifier: ‘W2-CODE-DD’ (seq 4250)
|474-485|Blank|
|486|Statutory Employee Indicator|Derived from [IDFDV], Field Identifier: ‘W2-STAT-EE’ (seq 6000)\\ \\If the amount is not zero, then ‘1’ is entered, otherwise ‘0’ is entered
|487|Blank|
|488|Retirement Plan Indicator|Derived from [IDFDV], 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 [IDFDV], Field Identifier: ‘W2-3PARTY-SICK’ (seq 6060)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|490-512|Blank|
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[{InsertPage page='W2_EFW2_RECORD_RO'}]
||Column||Description||Source
|1-2|Record Identifier|Constant ‘RO’
|3-11|Blank|
At line 87 added 12 lines
;Location 12 to 264:Not applicable to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees
||Column||Description||Source
|12-22|Allocated Tips|Derived from [IDFDV], Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips\\ \\The combination of the uncollected social security tax and the uncollected medicare tax|Derived from [IDFDV], Field Identifier:‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’ (seq 4010)
|34-44|Medical Savings Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-R’ (seq 4150)
|45-55|Simple Retirement Account|Derived from [IDFDV], Field Identifier: ‘W2-CODE-S’ (seq 4160)
|56-66|Qualified Adoption Expenses|Derived from [IDFDV], Field Identifier: ‘W2-CODE-T’ (seq 4170)
|67-77|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-M’ (seq 4110)
|78-88|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-N’ (seq 4120)
|89-110|Blank|
|111-121|Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-EE’ (seq 4260)
|122-264|Blank|
At line 57 changed one line
!Record Name: Code RS - State Wage Record (Same as Federal Code RS, except as noted)
;Location 265 to 362:For Puerto Rico employees only
At line 102 added 19 lines
|265|Civil Status|
|266-274|Spouse’s SSN|Blank
|275-285|Wages Subject to Puerto Rico Tax|Stored as zeroes
|286-296|Commissions Subject to Puerto Rico Tax|Stored as zeroes
|297-307|Allowances Subject to Puerto Rico Tax|Stored as zeroes
|308-318|Tips Subject to Puerto Rico Tax|Stored as zeroes
|319-329|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax|Stored as zeroes
|330-340|Puerto Rico Tax Withheld|Stored as zeroes
|341-351|Retirement Fund Subject to Puerto Rico Tax|Stored as zeroes
|352-362|Blank|
;Location 363 to 384:For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees
||Column||Description||Source
|363-373|Total wages, tips and other compensation subject to Virgin Islands income tax|Stored as zeroes
|374-384| Virgin Islands, etc… Income Tax Withheld|Stored as zeroes
|385-512|Blank|
!Record Name: Code RS - State Wage Record (Follows the same Federal Specified Code RS, except as noted)
||Column||Description||Source
At line 60 changed 14 lines
|3-4|State code, appropriate FIPS postal numeric code|Iowa is code "19". \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-9 IA|Taxing Entity Code|Not required for Iowa reporting. Fill with blanks
|10-18|Social Security Number|Enter the employee's SSN. If no SSN is available, enter zeros. \\Derived from the ‘W2-EE-SSN’ [IDFDV] Field Identifier.
|19-33|Employee First Name|Enter the employee's first name. Left justify and fill with blanks. \\Derived from [IDFDV] W2-EE-FIRST-NAME Field Identifier
|34-48|Employee Middle Name or Initial|Enter the employee's middle name or initial, if applicable. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Enter the employee's last name. Left justify and fill with blanks. \Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Enter the employee's alphabetical suffix, if applicable. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-94|Employee Location Address|Enter the employee's location address. Include suite, room number, etc. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’
|95-116|Employee Delivery Address|Enter the employee's delivery address. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Enter the employee's city. Left justify and fill with blanks.\\ Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Abbreviation|Enter the employee's State postal abbreviation. Left justify and fill with blanks. For a foreign address, fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’
|141-145|Employee ZIP Code|Enter the employee's zip code. For a foreign address, fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Enter the employee's four-digit zip code extension. If not applicable, fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-154|Blank|Fill with blanks
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000\\ \\Example: Iowa is code "19"
|5-9|Taxing Entity Code|If County, City or School district tax is reported, this field is derived from [IDGV] 'W2 TAXING ENTITY' field for the County, City or School district tax being reported, otherwise leave blank.
|10-18|Social Security Number|Derived from [IDFDV], Field Identifier:‘W2-EE-SSN’ (seq 2500)\\ \\If an invalid SSN is encountered, this field is entered with zeroes.
|19-33|Employee First Name|Derived from [IDFDV], Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
|34-48|Employee Middle Name or Initial|Derived from [IDFDV], Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|49-68|Employee Last Name|Derived from [IDFDV], Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|69-72|Employee Suffix|Derived from [IDFDV], Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
|73-94|Employee Location Address|Derived from [IDFDV], Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|95-116|Employee Delivery Address|Derived from [IDFDV], Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|117-138|Employee City|Derived from [IDFDV], Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|139-140|Employee State Abbreviation|Derived from [IDFDV], Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|141-145|Employee ZIP Code|Derived from [IDFDV], Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|146-149|Employee ZIP Code Extension|Derived from [IDFDV], Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|150-154|Blank|
At line 77 removed 4 lines
|195-242 IA|Not required for Iowa reporting|Fill with blanks
|243-247 IA|Applies to Quarterly Unemployment Reporting|Fill with blanks
|248-267 IA|State Employer Account Number|Enter the 12-digit Iowa Withholding Permit Number assigned by the Iowa Department of Revenue. Right justify and zero fill. \\ Derived from [IDFDV], Field Identifier: ‘W2-STATE-REGIST’ for the reporting State\\ \\When RPYEU is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from [IDGV] for the SUI Registration of the State
|268-273|Blank|Fill with blanks
At line 82 changed one line
;Location 274 to 337: Apply to Income Tax Reporting
;Location 195 to 267:Apply to Quarterly Unemployment Reporting
At line 142 added 11 lines
If the user defined ‘Period Type’ = ‘Quarter’, then locations 195 to 267 will be filled.
Please see [Tax Reporting - US General] for quarterly reporting details
||Column||Description||Source
|195-247|Varies|If not used, enter blanks or follow SSA standard.
|248-256|Blank|
|256-267|State Employer Account Number|Derived from [IDFDV], Field Identifier: ‘W2-STATE-REGIST’ for the reporting State\\ \\When RPYEU is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from [IDGV] for the SUI Registration of the State
|268-273|Blank|
;Location 274 to 337:Apply to Income Tax Reporting
At line 86 changed one line
|274-275|State code|FIPS (Federal Information Processing Standard) postal numeric code\\System Derived from the State being reported (Example: Iowa is ‘19’)
|274-275|State code|FIPS (Federal Information Processing Standard) postal numeric code\\ \\System Derived from the State being reported (Example: Iowa is ‘19’)
At line 89 changed 8 lines
|298-307|Various|Not required for Iowa reporting. Fill with blanks
|308 IA|Tax Type Code|Not required for Iowa reporting. Fill with blanks
|309-319 IA|Local Taxable Wages|Not required for Iowa reporting. Fill with zeroes
|320-330 IA|Local Income Tax Withheld|Not required for Iowa reporting. Fill with zeroes
|331-337 IA|State Control Number|Not required for Iowa reporting. Fill with
|338-412|Supplemental Data 1|Not required for Iowa reporting. Fill with blanks
|413-487|Supplemental Data 2|Not required for Iowa reporting. Fill with blanks
|488-512|Blank
|298-307|Various|Not Used|
|308|Tax Type Code|Not used in Iowa
|309-330|Local Taxable Wages and Taxes|Not used in Iowa
|331-337|State Control Number (optional)|Blank
|338-512|Blank|
At line 98 changed one line
;Multiple Code RS records: Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
;Multiple Code RS records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
At line 100 removed one line
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[{InsertPage page='W2_EFW2_RECORD_RT'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9|Number of RW Records\\ \\Total number of code "RW" records reported since last code "RE" record|
|10-24|Wages, Tips and Other Compensation|Derived from [IDFDV], Field Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
|25-39|Federal Income Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record
|40-54|Social Security Wages|Derived from [IDFDV], Field Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record
|55-69|Social Security Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record
|70-84|Medicare Wages and Tips|Derived from [IDFDV], Field Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record
|85-99|Medicare Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record
|100-114|Social Security Tips|Derived from [IDFDV], Field Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record
|115-129|Advanced Earned Income Credit|Derived from [IDFDV], Field Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record
|130-144|Dependent Care Benefits|Derived from [IDFDV], Field Identifier: ‘W2-DEP-CARE’, total of all code "RW" records since last "RE" record
|145-159|Deferred Compensation Contributions to Section 401(k)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-D’, total of all code "RW" records since last "RE" record
|160-174|Deferred Compensation Contributions to Section 403(b)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-E’, total of all code "RW" records since last "RE" record
|175-189|Deferred Compensation Contributions to Section 408(k)(6)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-F’, total of all code "RW" records since last "RE" record
|190-204|Deferred Compensation Contributions to Section 457(b|Derived from [IDFDV], Field Identifier: ‘W2-CODE-G’, total of all code "RW" records since last "RE" record
|205-219|Deferred Compensation Contributions to Section 501(c)(18)(D)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-H’, total of all code "RW" records since last "RE" record
|220-234|Filler
|235-249|Non-Qualified Plan Section 457|Derived from [IDFDV], Field Identifier:‘W2-NQUAL-457’, total of all code "RW" records since last "RE" record
|250-264|Employer Contribution to a Health Savings Account|Derived from [IDFDV], Field Identifier: ‘W2-CODE-W’, total of all code ‘RW’ records since last ‘RE’ record
|265-279|Non-Qualified Plan Not Section 457|Derived from [IDFDV], Field Identifier:‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record
|280-294|Blank|
|295-309|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV], Field Identifier: ‘W2-CODE-DD’, total of all code "RW" records since last "RE" record
|310-324|Employer Cost of Premiums for Group Term Life Insurance over $50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-C’, total of all code "RW" records since last "RE" record
|325-339|Income Tax Withheld by Third-Party Payer|Derived from [IDFDV], Field Identifier: ‘SUB-3RD-PARTY-TAX’, total of all code "RW" records since last "RE" record
|340-354|Income from Non-statutory Stock options|Derived from [IDFDV], Field Identifier: ‘W2-CODE-V’, total of all code "RW" records since last "RE" record
|355-512|Blank|
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[{InsertPage page='W2_EFW2_RECORD_RU'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RU"
|3-9|Number of RO Records\\ \\Total number of code "RO" records reported since last code "RE" record
|10-24|Allocated Tips|Derived from [IDFDV], Field Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
|25-39|Uncollected Employee Tax on Tips|Derived from [IDFDV], Field Identifier: ‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record
|40-54|Medical Savings Account|Derived from [IDFDV], Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record
|55-69|Simple Retirement Account|Derived from [IDFDV], Field Identifier: ‘W2-CODE-S’, total of all code "RO" records since last "RE" record
|70-84|Qualified Adoption Expenses|Derived from [IDFDV], Field Identifier: ‘W2-CODE-T’, total of all code "RO" records since last "RE" record
|85-99|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record
|100-114|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record
|115-144|Blank|
|145-159|Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-EE’, total of all code "RO" records since last "RE" record
|160-354|Blank|
|355-369|Wages Subject to Puerto Rico Tax|Stored as zeroes
|370-384|Commissions Subject to Puerto Rico Tax|Stored as zeroes
|385-399|Allowances Subject to Puerto Rico Tax|Stored as zeroes
|400-414|Tips Subject to Puerto Rico Tax|Stored as zeroes
|415-429|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax|Stored as zeroes
|430-444|Puerto Rico Tax Withheld|Stored as zeroes
|445-459|Retirement Fund Subject to Puerto Rico Tax|Stored as zeroes
|460-474|Total wages, tips and other compensation subject to Virgin Islands income tax|Stored as zeroes
|475-489|Virgin Islands, or Guam, or American Samoa, or Northern Mariana Islands Income Tax Withheld|Stored as zeroes
|490-512|Blank|
At line 108 changed 2 lines
!Record Name: Code RV – State Total Record (required for State of Iowa)
!Record Name: Code RV – State Total Record (required for state of Iowa)
At line 112 changed 6 lines
|3-9|Number of Iowa RS records|Enter the total number of State of Iowa RS records reported since the last RE record. Right justify and zero fill.
|10-24|Iowa Wages, Tips and Other Compensation|Enter the sum amount of all State of Iowa RS records reported since the last RE record. Right justify and zero fill.
|25-39|Iowa Income Tax Withheld|Enter the sum amount of all State of Iowa RS records reported since the last RE record. Right justify and zero fill.
|40-47|Employer's BEN number|Business eFile Number, if applicable. May be zero if no Iowa tax was withheld and no Iowa permit was provided in the RS records.
|48-57|Iowa Confirmation Number|Not required for Iowa reporting. Enter zeros
|58-512|Blank|Fill with blanks
|3-9|Number of Iowa RS records|
|10-24|Iowa Wages and Tips|
|25-39|Iowa income tax withheld|
|40-47|Employer's BEN number|Business eFile Number, if applicable
|48-57|Not used|Enter zeros
|58-512|Not used|Enter blanks
At line 120 changed one line
[{InsertPage page='W2_EFW2_RECORD_RF'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RF"
|3-7|Blank|
|8-16|Number of RW Records\\ \\Total number of code "RW" records on file|
|17-512|Blank|
At line 124 changed one line
[UEEF] must be run with the following report parameters defined to generate the Iowa State Quarterly file information in the .CSV format. \\
[UEEF] must be run and the following selected to the generate Iowa State file information. \\ \\
To produce a Quartely wage file format in .CSV format, the following should be observed.
*Interface Format Code – Use the standard supplied form code, such as 'HL$US-QTR-IA2018'. The Variables need to be entered on this form code for specific use in the installation.
*As Of Date: Enter the quarter end date, such as 30-Jun-2017
At line 126 changed 5 lines
||Parameter||Description||Source
|As Of Date|Enter the quarter end date, such as 30-Jun-20YY
|Interface Format Code|Use the annual supplied form code, such as 'HL$US-QTR-IA20YY'. The 'Variables' need to be entered on this form code for specific use in the installation.
|Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced
|Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced
%%important If the Directory Name/File Name is not defined, an output file will not be produced.%%
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|1|Sequence Number|Maximum 1500 records per file
|1|Sequence Nuber|Maximum 1500 records per file
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|4|Year and Quarter (YYYYQ)|Example: 20192
|5|Employee’s Social Security Number|Numeric values only
|6|Employee Last Name|Maximum 30 characters
|7|Employee First Name|Maximum 15 characters
|8|Employee Middle Initial|Enter employee's middle initial. Fill with blanks if no middle initial
|9|State QTR Unemployment Insurance Total Wages|Enter quarterly wages subject to unemployment taxes \\ (from Pay Element 'SUI WAGES' if the standard IDIF file definition 'HL$US-QTR-IA20YY' is used)
|4|Year and Quarter (YYYYQ)|Example: 20172
|5|Employee’s social security number|numeric only
|6|Employee Last Name|maximum 30 characters
|7|Employee First Name|maximum 15 characters
|8|Employee Middle Initial|blank if no middle initial
|9|State QTR Unemployment Insurance Total Wages|Enter quarterly wages subject to unemployment taxes (from Pay Element 'SUI WAGES' if the standard IDIF file definition 'HL$US-QTR-IA2018' is used)|
This page (revision-4) was last changed on 15-Feb-2023 15:09 by Karen ParrottTop