This page (revision-34) 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
34 26-Nov-2021 10:22 24 KB Meg McFarland to previous
33 26-Nov-2021 10:22 24 KB Meg McFarland to previous | to last
32 26-Nov-2021 10:22 24 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 16 KB Meg McFarland to previous | to last
29 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
28 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
27 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
26 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
25 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
24 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
23 26-Nov-2021 10:22 16 KB Meg McFarland to previous | to last
22 26-Nov-2021 10:22 14 KB kparrott to previous | to last
21 26-Nov-2021 10:22 14 KB kparrott to previous | to last

Page References

Incoming links Outgoing links

Version management

Difference between version and

At line 6 removed 10 lines
The following changes have been noted for reporting W2 wages to the Federal Government:
*(W2 Form) The ‘Advance Earned Income Credit Payment’ is eliminated for tax year beginning after December 31, 2010. Box 9, Advance EIC payments, has been deleted from the 2011 Form W2.
*(W2 Form) Code DD is added to box 12 of the 2011 form W2 to report the cost of employer-sponsored health coverage. However, this reporting will not be mandatory for 2011.
*(W2 Form) Code EE, Designated Roth contributions under a government section 457(b) plan, has been added to the list of codes in box 12 of Form W2.
*(W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
*(W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
*(W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
WHAT’S NEW IN WAGE REPORTING FOR TAX YEAR 2011
At line 18 changed one line
However, the following file format changes in the standard EFW2 file are noted in the SSA bulletin which may affect clients using the standard EFW2 format to report wages to the state
However, the following file format changes in the standard EFW2 file are noted in the SSA bulletin which may affect clients using the standard EFW2 format to report wages to the state:
At line 20 changed 5 lines
- (W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
-
- (W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
-
- (W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
*(W2 File) A new field, 'Kind of Employer' has been added to the RE Employer Record (position 174). This is a required field.
*(W2 File) A new field, 'Cost of Employer-Sponsored Health Coverage' has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
*(W2 File) A new field, 'Designated Roth Contributions Under a Governmental Section 457(b) Plan' has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
At line 26 removed 4 lines
At line 31 changed one line
This document contains abbreviated set up requirement for the state of Illinois only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
This document contains abbreviated set up requirement for the state of Massachusetts only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 34 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Illinois
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Illinois
**‘W2 STATE MEDIA FILING’ - The State of Illinois accepts W2 wage report with federal and other state information, therefore, the Media Filing variable can be set to ‘01’, which will include state information in the Federal File. (However it must be set to ‘02’ if a W2 magnetic media file is required for the state of Illinois only)
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Massachusetts.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Massachusetts.
*‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate MA state magnetic media file for MA state only.
At line 39 changed 6 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Illinois
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Illinois
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate Quarterly UI wage magnetic media file for state of Illinois
*For every quarter, the [IDGV Variables|IDGV#VariablesTab] tab amounts must be reviewed for all the QTR amounts to reflect the current reporting quarter’s correct amounts.
*The [IDGV] QTR amounts are reported on [ICESA] code T Total record.
*The IDGV Govt Rate Type ‘US SUI ER Rate’ may need to be set up if Code T ‘US Tax Rate’ is reported. Please read [ICESA] Code T record for detail.
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Massachusetts
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Massachusetts
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for state of Massachusetts.
At line 46 removed 4 lines
!IDLN – Location Plant Code
*If the Location Plant code needs to be reported on the [ICESA] code S record, the user can set up the Location Plant code can be set up on the [IDLN]screen User Defined field.
When [RPYEU] is run the first time, this UDF will be generated on [IMUF] for [P2K_CM_LOCATIONS] ‘LOCATION PLANT CODE’; this does not be set up manually.
At line 51 changed 4 lines
*The Illinois Department of Revenue accepts magnetic media filing of State W2 wage information using the EFW2 file format (required records are RA,RE,RW,RS,RT,RV and RF), and the Quarterly UI wages via magnetic media using the ICESA format.
*When using the EFW2 file format to file for the state of Illinois, the [IDGV] must be set up as follows:
**for State Registration of Illinois, the [IDGV Variables|IDGV#VariablesTab]:
***‘W2 STATE MEDIA FILING’ 01 – State requires media file in SSA format, which includes the ‘RW’,’RO’,’RU’ record types.
*The Massachusetts Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format, and the filing of Quarterly UI wages via magnetic media using the [ICESA] format.
*Records required for the W2 reporting are: Codes RA,RE,RS,RT; and for the UI wage reporting: Codes S.
*The State of Massachusetts requires to file the MA state file by itself, therefore [IDGV] must be set up as follows:
**for State Registration of Massachusetts, the IDGV Variable:
***‘W2 STATE MEDIA FILING’ 02 – Massachusetts state requires its own file, do not include other state information in the state file
At line 57 changed 2 lines
[RPYEU] must be run and the following selected to generate Illinois state file information:
|Report List Filters, Select State:|Illinois, USA
[RPYEU] must be run and the following selected to generate Massachusetts state file information:
|Report List Filters, Select State:|Massachusetts, USA
At line 62 changed one line
|Parameters, Media Format:|Federal File Format
|Parameters, Media Format:| State File Format
At line 64 changed 2 lines
The Directory and Media File Name parameters must be populated or an output file will not be produced.\\ \\
Media Format: Use ‘Federal File Format’ (in combination of the state selection of ‘Illinois’) to produce an EFW2 file for the state of Illinois that includes ‘RW’,’RO’,’RU’ records.
The Directory and Media File Name parameters must be populated or an output file will not be produced.
At line 47 added 5 lines
At line 97 removed one line
At line 99 removed one line
SET UP
At line 101 removed one line
- This document contains abbreviated set up requirement for the state of Massachusetts only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.
At line 103 removed one line
IDGV - State Registration
At line 105 removed one line
- IDGV Definition Tab must be set up with ‘State Registration’ for State/Province: Massachusetts
At line 107 removed one line
- IDGV Variables Tab must be set up with ‘State Registration’ for State/Province: Massachusetts
At line 110 removed 10 lines
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate MA state magnetic media file for MA state only
IDGV - State SUI Registration
- IDGV Definition Tab must be set up with ‘State SUI Registration’ for State/Province: Massachusetts
- IDGV Variables Tab must be set up with ‘SUI Registration’ for State/Province: Massachusetts
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of Massachusetts.
At line 121 removed 26 lines
STATE FILE PROCEDURES
- The state of Massachusetts Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format, and the filing of Quarterly UI wages via magnetic media using the ICESA format.
- Records required for the W2 reporting are: Codes RA,RE,RS,RT; and for the UI wage reporting: Codes S.
- state of Massachusetts requires to file the MA state file by itself, therefore the user must set up IDGV as follows:
- for State Registration of Massachusetts, the IDGV Variable:
‘W2 STATE MEDIA FILING’
02 – Massachusetts state requires its own file, do not include other state information in the state file
ANNUAL W2 WAGE REPORTING – EFW2 format
- The user must run RPYEU and select the following to generate Massachusetts state file information:
Report List Filters, Select State: - Massachusetts, USA
Parameters, Annual Form Code: - (example: use standard form code‘HL$US-W2-2012’)
Parameters, Period Type: - Year
Parameters, Period End Date: - Year End Date (i.e. 31-Dec-2011)
Parameters, Media Format: - State File Format
The Directory and Media File Name parameters must be populated or an output file will not be produced.