This page (revision-33) 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
33 26-Nov-2021 10:22 17 KB Meg McFarland to previous
32 26-Nov-2021 10:22 17 KB Meg McFarland to previous | to last
31 26-Nov-2021 10:22 17 KB Meg McFarland to previous | to last
30 26-Nov-2021 10:22 28 KB eyeung to previous | to last
29 26-Nov-2021 10:22 28 KB kparrott to previous | to last
28 26-Nov-2021 10:22 28 KB kparrott to previous | to last
27 26-Nov-2021 10:22 29 KB kparrott to previous | to last
26 26-Nov-2021 10:22 34 KB eyeung to previous | to last
25 26-Nov-2021 10:22 35 KB rforbes to previous | to last
24 26-Nov-2021 10:22 35 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
23 26-Nov-2021 10:22 35 KB jmyers to previous | to last
22 26-Nov-2021 10:22 35 KB jmyers to previous | to last
21 26-Nov-2021 10:22 35 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - KY
Tax Reporting - KY

Version management

Difference between version and

At line 114 removed one line
At line 116 removed one line
At line 118 removed one line
At line 120 removed one line
At line 122 removed one line
At line 124 removed one line
At line 126 removed one line
At line 121 added 38 lines
|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 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|
At line 129 removed 77 lines
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 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|
At line 208 changed 2 lines
1-2 - Record Identifier
- Constant ‘RO’
|1-2|Record Identifier|Constant ‘RO’
|3-11|Blank|
At line 211 changed one line
3-11|Blank|
;Location 12 to 264: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\\ \\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 213 changed one line
Location 12 to 264 do not apply to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands Employees.
;Location 265 to 362:For Puerto Rico employees only.
||Column||Description||Source
|265|Civil Status
At line 215 changed one line
12-22 - Allocated Tips|Derived from [IDFDV], Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
|266-274|Spouse’s SSN\\ \\Blank|
At line 217 changed 2 lines
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)
|275-285|Wages Subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 220 changed one line
34-44 - Medical Savings Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-R’ (seq 4150)
286-296 - Commissions Subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 222 changed one line
45-55 - Simple Retirement Account|Derived from [IDFDV], Field Identifier: ‘W2-CODE-S’ (seq 4160)
297-307 - Allowances Subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 224 changed one line
56-66 - Qualified Adoption Expenses|Derived from [IDFDV], Field Identifier: ‘W2-CODE-T’ (seq 4170)
308-318 - Tips Subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 226 changed one line
67-77 - Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-M’ (seq 4110)
319-329 - Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 228 changed one line
78-88 - Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-N’ (seq 4120)
330-340 - Puerto Rico Tax Withheld\\ \\Stored as zeroes|
At line 230 changed one line
89-110|Blank|
341-351 - Retirement Fund Subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 232 removed 31 lines
111-121 - Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier: ‘W2-CODE-EE’ (seq 4260)
122-264|Blank|
Location 265 to 362 are for Puerto Rico employees only.
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
At line 267 changed 2 lines
363-373 - Total wages, tips and other compensation subject to Virgin Islands, … income tax
- stored as zeroes
363-373 - Total wages, tips and other compensation subject to Virgin Islands income tax\\ \\Stored as zeroes|
At line 270 changed 2 lines
374-384 - Virgin Islands, etc… Income Tax Withheld
- stored as zeroes
374-384 - Virgin Islands, etc… Income Tax Withheld\\ \\Stored as zeroes|
This page (revision-33) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop