This page (revision-32) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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

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Version Date Modified Size Author Changes ... Change note
32 26-Nov-2021 10:22 19 KB Meg McFarland to previous
31 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
30 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
29 26-Nov-2021 10:22 22 KB kparrott to previous | to last
28 26-Nov-2021 10:22 23 KB kparrott to previous | to last
27 26-Nov-2021 10:22 23 KB kparrott to previous | to last
26 26-Nov-2021 10:22 23 KB kparrott to previous | to last
25 26-Nov-2021 10:22 28 KB eyeung to previous | to last
24 26-Nov-2021 10:22 29 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
23 26-Nov-2021 10:22 29 KB jmyers to previous | to last
22 26-Nov-2021 10:22 29 KB jmyers to previous | to last
21 26-Nov-2021 10:22 28 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - ID
Tax Reporting - ID

Version management

Difference between version and

At line 112 changed 2 lines
Record name: Code RW - Employee Wage Record (same as federal code RW)
!Record Name: Code RW - Employee Wage Record (Same as Federal Code RW)
At line 114 added 45 lines
|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|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV], Field Identifier:‘W2-CODE-Q’ (seq 4140)
|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 non 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|
At line 116 changed 135 lines
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 - Blanks
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 - Military Employee’s Basic Quarters and Combat Pay
|Derived from [IDFDV], Field Identifier:‘W2-CODE-Q’ (seq 4140)
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 - Blanks
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 non 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|
Record name: Code RO - Employee Wage Record (Optional for State Quarterly Reporting)
!Record Name: Code RO - Employee Wage Record (Optional for State Quarterly Reporting)
At line 162 added 14 lines
|1-2|Record Identifier|Constant ‘RO’
|3-11|Blank|
;Location 12 to 264: These do not apply 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\\ \\A 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 253 removed 36 lines
1-2 - Record Identifier
- Constant ‘RO’
3-11 -|Blank|
Location 12 to 264 do not apply to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands Employees.
12-22 - Allocated Tips
|Derived from [IDFDV], Field Identifier:‘W2-ALLOC-TIP’ (seq 3070)
23-33 - Uncollected Employee Tax on Tips
- combined 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|
This page (revision-32) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop