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Tax Reporting - MN
Tax Reporting - MN

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At line 4 changed 2 lines
!!Set Up
This document contains abbreviated set up requirements for the State of Minnesota only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
!!What's New for Tax Year 2009
According to information noted in [http://www.taxes.state.mn.us/withholding/tax_information/factsheets/wfs2_09.pdf] (for W2 wage reporting) and in [http://www.uimn.org/tax/forms/MMREF_format_7-1-2005.pdf] (for UI wage reporting) there are no format changes in wage reporting for tax year 2009.
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!!Set Up
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Define the user fields for [P2K_CM_GOVT_REGISTRATIONS]. The following user fields are used on the [IDGV Definition|IDGV#DefinitionTab] tab, therefore they must set up on [IMUF]:
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY
*W2 WAGE PLAN CODE
*W2 BRANCH CODE
*Define the user fields for [P2K_CM_GOVT_REGISTRATIONS]
*The following user fields are used on the [IDGV Definition|IDGV#DefinitionTab] tab, therefore they must set up on [IMUF]
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'
**‘W2 WAGE PLAN CODE’
** ‘W2 BRANCH CODE’
At line 16 changed 3 lines
Define user fields for [P2K_CM_DEPARTMENT_DETAILS]. The following user fields are used on [IDDP], therefore they must set up on [IMUF]:
*SUI ER NUMBER
*W2 DESTINATION
*Define user fields for [P2K_CM_DEPARTMENT_DETAILS]
*The following user fields are used on [IDDP], therefore they must set up on [IMUF]
**'SUI ER NUMBER'
**'W2 DESTINATION'
At line 21 changed 4 lines
Define User Fields for [P2K_HR_IDENTITIES]. The following user fields are used on [IEID] for Minnesota, therefore they must set up on [IMUF]:
*W2 DESTINATION
*MMREF PROBATIONARY
*MMREF OFFICER CODE
*Define User Fields for [P2K_HR_IDENTITIES]
*The following user fields are used on [IEID] for Minnesota, therefore they must set up on [IMUF]
**‘W2 DESTINATION’
**‘MMREF PROBATIONARY’
**‘MMREF OFFICER CODE’
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Define state government registrations for the State of Minnesota.
*Define state government registrations for Minnesota state
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*‘W2 STATE MEDIA FILING’ - enter ‘02’ to generate the State of Minnesota Magnetic Media file for MN State only
*‘W2 STATE MEDIA FILING’ - enter ‘02’ to generate Minnesota State magnetic media file for MN State only
At line 32 changed 3 lines
Define ‘US SUI Registration’ for Minnesota State
*Enter the State of Minnesota SUI Employer Account Number in the ‘Number’ field. This number may be the same or different than the State Employer Account Number defined with ‘State Registration’
*On the ‘Govt Rate Type’ field, select ‘US SUI Max Base Amt’ and enter the Minnesota SUI Wage Base in the Amount field
*Define ‘US SUI Registration’ for Minnesota State
*Enter the Minnesota State Employer Account Number for SUI in the ‘Number’ field, this number may be the same or different than the State Employer Account Number defined with ‘State Registration’
*On ‘Govt Rate Type’ field, select ‘US SUI Max Base Amt’ and enter the Minnesota SUI Wage Base in the Amount field\\ \\e.g for ‘01-Jan-2002’, the Minnesota SUI Wage Base is $19000.00
**Effective date record ’01-Jan-0001’ may be entered to specify Wage Base $19000.00 and update this record every year
**Or the Effective date record ’01-Jan-2002’ may be entered to specify Wage Base $19000.00 and enter new record every year
At line 36 changed 2 lines
**This SUI Wage Base amount is used to calculate SUI Excess Wages and Taxable Wages
*Effective date record, enter ’01-Jan-20YY’ to define the SUI Wage Base amount. This field must be updated annually
*This SUI Wage Base amount is used to calculate SUI Excess Wages and Taxable Wages
At line 39 changed 3 lines
*When [RPYEU] is run, if the Period Type = ‘Q’ Quarterly Reporting, the SUI information will automatically be derived and written on the Code RS record for the magnetic media file
*When [RPYEU] is run, if the Period Type = ‘Q’ quarterly reporting, then the SUI information will automatically be derived and written on the Code RS record for the magnetic file
At line 43 changed one line
*The State of Minnesota requires reporting of the Quarterly file by MN State Unemployment Insurance Account Number and MN Employer Unit Number. These two numbers are defined at the department level. For this reason, the UDF ‘SUI ER Number’ must be set up for each department\\Example: For the Department ‘Planning & Zoning’, the MN number is ‘7977999-004’, then UDF ‘SUI ER Number’ = 7977999-004 should be entered on [IDDP].
*The State of Minnesota requires reporting of the Quarterly file by MN State Unemployment Insurance Account Number and MN Employer Unit Number and that these two numbers are defined at the department level. For this reason, the UDF ‘SUI ER Number’ must be set up for each department\\ \\e.g. For Department ‘Planning & Zoning’, the MN number is ‘7977999-004’, then UDF ‘SUI ER Number’ = 7977999-004 should be entered on [IDDP].
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* ‘W2 Destination’ can be entered for distributing the W2 forms by department
* ‘W2 Destination’ may be entered for distributing the W2 forms by department
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*The ‘W2 Destination’, ‘MMREF Officer Code’ can be entered for an employee.
*On the MMREF1 file, the Code RS record position 341, the State of Minnesota requires reporting of the Officer Code for the employee.
*If an employee qualifies as an Officer for State of Minnesota, ‘Y’ should be entered on ‘MMREF Officer Code’ field.
*‘W2 Destination’ can be entered for distributing the W2 forms for the employee
*The ‘W2 Destination’, ‘MMREF Officer Code’ may be entered for the employee.
*On the MMREF1 file, the Code RS record position 341, State of Minnesota requires reporting of the Officer Code for the employee.
*If the employee qualifies as an Officer for State of Minnesota, ‘Y’ should be entered on ‘MMREF Officer Code’ field.
*‘W2 Destination’ may be entered for distributing the W2 forms for this employee
At line 56 changed 2 lines
*Define form code ‘HL$US-W2-20YY’ for MMREF1 format. This code is used for Minnesota quarterly MMREF1 reporting
*For a complete list of ‘HL$US-W2-20YY’ identifiers, please refer to the W2 Process Processing and W2 Process Set up documents in this Knowledge base.
*Define form code ‘HL$US-W2-2005’ for MMREF1 format; this code is used for Minnesota quarterly MMREF1 reporting
*For complete list of ‘HL$US-W2-2005’ identifiers, please read document [US W2 Process eP|W2 Process] for detail
At line 60 changed 3 lines
The State of Minnesota accepts filing of quarterly information using the EFW2 format
*Record Codes required are: Code RA, RE, RW, RS, RT and RF
*In addition to the quarterly State Magnetic Media filing in the EFW2 format, employers are required to manually fill in Minnesota State Form MDES-1406 form
*For 2007 reporting, the Minnesota State accepts filing of quarterly information using the EFW2 format
*Record Codes required are: Code RA,RE,RW,RS,RT,RF
*In addition to the quarterly State Magnetic filing with the EFW2 format, employers are required to manually fill in Minnesota State Form MDES-1406 form
At line 64 changed 7 lines
*When [RPYEU] is run for quarterly reporting information, [RPYEU] produces a report at the ‘SUI Registration’ level that contains this information. The required information should be manually entered on the State form.
*For the State of Minnesota, the EFW2 file Code RS record positions 248-259 are required to be reported by the MN State Unemployment Insurance Account Number and Employer Unit Number. The MN Employer Unit Number is defined at the department level and therefore the MN State Unemployment Insurance Account Number and MN Employer Unit Number must be set up on IDDP UDF ‘Dept SUI ER Number’ field
*When [RPYEU] is run:
**Define the ‘Sort Level By’ field as ‘DEPT SUI ER Number’, and
**Define the ‘Provide Sort Level Total’ as ‘Yes’. These fields must be defined in order to obtain the department totals by MN Employer Unit Number
**The employee’s prime assignment detail record, that is effective as of the period end date, is used to retrieve the department, and the department is used to retrieve the UDF ‘DEPT SUI ER Number’ for reporting.\\Therefore, the employee is reported under the employee's prime assignment detail's department for SUI purpose.
*When an employee changes department during the quarter, the employee is only reported under the last department that they have worked, effective as of the period end date. The employee is not reported under multiple departments since the quarterly information from the 'ToDate' headers are not kept by department.
*When [RPYEU] is run for quarterly information, [RPYEU] produces a level of report at the ‘SUI Registration’ level that contains these information, the required information will be manually entered on the form for the state.
*For the State of Minnesota, the EFW2 file Code RS record position 248-259 are required to be reported by the MN State Unemployment Insurance Account Number and Employer Unit Number. The MN Employer Unit Number is defined at the department level and therefore the MN State Unemployment Insurance Account Number and MN Employer Unit Number must be set up on IDDP UDF field ‘Dept SUI ER Number’ field
*When [RPYEU] is run, ‘Sort Level By’ = ‘DEPT SUI ER Number’ and ‘Provide Sort Level Total’ = ‘Yes’ must be selected in order to obtain the department totals by MN Employer Unit Number
*When [RPYEU] is run, the employee’s prime assignment detail record that is effective as of the period end date is used to retrieve the department and this department is used to retrieve the UDF ‘DEPT SUI ER Number’ for reporting.\\ \\Therefore, the employee is reported under the employee prime assignment detail's department for SUI purpose.
*When an employee changes department during the quarter, the employee is only reported under the last department that they have worked effective as of the period end date. The employee is not reported under the multiple departments due to the reason that the quarterly information from the Todate headers are not kept by department.
At line 73 changed 19 lines
[RPYEU] must be run with the following report parameters and filters defined to generate the Minnesota State file information. RPYEU will generate the Minnesota State W2 EFW2 File Format according to the State specifications
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|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. Enter in DD-MMM-YYYY format
|As of Date|This date is used to retrieve employee information such as name, address, etc.
|Combine Employment Type|Set to ‘Yes’ since Code RE records are not reported by ‘Employment Type’
|Media Format|Mandatory. Set to State File Format \\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: Minnesota, USA
|Federal Regist Number: Enter the Federal Registration Number
__RPYEU Run Options__
|Provide Sort Level Totals: Optional. When set to YES, the totals are generated by ‘DEPT SUI ER Number’
RPYEU must be run and the following selected to generate Annual W2 State file information for State of Minnesota
|Form Code|HL$US-W2-2005
|Federal Regist Number|Enter the Federal Registration Number
|Period Type|Enter ‘Year’
|Period End Date|Enter the Year Ending Date
|As of Date|This date is used to retrieve employee information such as Name and address etc
|Provide Sort Level Totals|This is optional, if yes, the total is generated by ‘DEPT SUI ER Number’
|Combine Employment Type|Must be ‘Yes’ because Code RE record is not reported by ‘Employment Type’
|Media Format|Select ‘State File Format’ for Minnesota Quarterly State EFW2 File
|Select State|Must be ‘Minnesota, USA’
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[RPYEU] will generate the Minnesota State W2 EFW2 File Format according to the State Specification
At line 97 changed one line
[{InsertPage page='W2_EFW2_RECORD_RA'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RA"
|3-11|Submitter’s Employer ID number (EIN)\\ \\Numeric only|Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’ (seq 1000)
|12-28|Personal Identification Number (PIN) and Software Vendor Code|Derived from [IDFDV] Field Identifier: ‘SUB-PIN-NUMBER’ (seq 1010)\\ \\Please note that this field consists of an eight character PIN code in positions 12-19, a four character Software Vendor Code in positions 20-23 and five blanks in positions 24-28.
|29|Resub Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-RESUB-IND’ (seq 1020)
|30-35|Resub WFID|Derived from [IDFDV] Field Identifier: ‘SUB-RESUB-WFID’ (seq 1030)
|36-37|Software Code|Derived from [IDFDV] Field Identifier: ‘SUB-SOFTWARE’ (seq 1040)
|38-94|Company Name|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’ (seq 1050)
|95-116|Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-LOCN’ (seq 1060)
|117-138|Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-DELIV’ (seq 1070)
|139-160|Company City|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-CITY’ (seq 1080)
|161-162|Company State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-STATE’ (seq 1090)
|163-167|Company ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP’ (seq 1100)
|168-171|Company ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP-EXT’ (seq 1110)
|172-176|Blank|
|177-199|Company Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-STATE’ (seq 1120)
|200-214|Company Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-POST’ (seq 1130)
|215-216|Company Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-COUNTRY’ (seq 1140)
|217-273|Submitter Name|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-NAME’ (seq 1150)
|274-295|Submitter Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-LOCN’ (seq 1160)
|296-317|Submitter Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-DELIV’ (seq 1170)
|318-339|Submitter City|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-CITY’ (seq 1180)
|340-341|Submitter State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-STATE’ (seq 1190)
|342-346|Submitter ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP’ (seq 1200)
|347-350|Submitter ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP-EXT’ (seq 1210)
|351-355|Blank|
|356-378|Submitter Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-STATE’ (seq 1220)
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-POST’ (seq 1230)
|394-395|Submitter Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-COUNTRY’ (seq 1240)
|396-422|Contact Name|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’ (seq 1250)
|423-437|Contact Phone Number|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’ (seq 1260)
|438-442|Contact Phone Extension|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’ (seq 1270)
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’ (seq 1280)
|486-488|Blank|
|489-498|Contact FAX|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’ (seq 1290)
|499-499|Preferred Method of Problem Notification Code|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-METH’ (seq 1300)
|500-500|Preparer Code|Derived from [IDFDV] Field Identifier: ‘SUB-PREPARER’ (seq 1310)
|501-512|Blank|
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[{InsertPage page='W2_EFW2_RECORD_RE'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|3-6|Tax year CCYY|From user specified FROM-TO period converted to CCYY
|7|Agent Indicator Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-AGENT-IND’ (seq 1500)
|8-16|Employer/Agent EIN|System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|17-25|Agent for EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-FOR-EIN’ (seq 1510)
|26|Terminating Business Indicator|Derived from [IDFDV] Field Identifier: ‘W2-ER-TERM-BUS’ (seq 1520)
|27-30|Establishment Number|Derived from [IDFDV] Field Identifier: ‘W2-ER-ESTAB’ (seq 1530)
|31-39|Other EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-OTHER-EIN’ (seq 1540)
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’ (seq 2010)
|97-118|Employer Location Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-LOCN-ADDR’ (seq 2020)
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’ (seq 2030)
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’ (seq 2040)
|163-164|Employer State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’ (seq 2050)
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’ (seq 2060)
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’ (seq 2070)
|174-178|Blank|
|179-201|Employer Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-ER-F-STATE’ (seq 2080)
|202-216|Employer Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-F-POSTAL’ (seq 2090)
|217-218|Employer Country Code|Derived from [IDFDV] 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]\\ \\A set of code RE, RS, RT records will be generated for different types of employment
|220|Tax Jurisdiction Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-TAX-JURIS’ (seq 2110)
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-3RD-PARTY-SICK’ (seq 1480)
|222-512|Blank|
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[{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|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)
|430-485|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|
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[{InsertPage page='W2_EFW2_RECORD_RS'}]
%%information Note:All record locations designated by “M” are read by the Minnesota Department of Economic Security.%%
||Column||Description||Source
|1-2 M|Record Identifier|Constant "RS"
|3-4 M|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Minnesota is code "27"
|5-9|Blank|
|10-18 M| Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’\\ \\If an invalid SSN is encountered, this field is entered with zeroes
|19-33 M|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
34-48 M|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68 M|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-94|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’
|95-116|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’
|141-145|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-154|Blank|
|155-177|Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’
|178-192|Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’
|193-194|Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’
|195-247|Not required by Minnesota\\ \\Blank|
|248-267 M|MN State Tax ID Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting state
|268-273|Blank|
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Minnesota is code "27"
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-STATE-WAGE-HOME’ and ‘W2-STATE-WAGE-WORK’
|287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-STATE-TAX-HOME’ and ‘W2-STATE-TAX-WORK’
|298-512|Blank|
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[{InsertPage page='W2_EFW2_RECORD_RT'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9|Number of RS 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|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] Field Identifier: ‘W2-CODE-Q’, total of all code ‘RW’ records since last ‘RE’ record
|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
|280-309|Blank|
|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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!Record Name: Code RV – State Total Record (Specific to the State of Minnesota
!Record Name: Code RV – State Total Record (optional for 2009)
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|3-29|Not used by Department of Revenue|Fill with blanks
|30-36|Total RS Records|Total number of RS Records since the last RE record, regardless of State code. Right justify and fill.
|37-72|Not used by Department of Revenue|Fill with blanks
|73-87|State Taxable Wages|Total of all RS records since the last RE record, regardless of the State code. Right justify and fill.
|88-102|State Income Tax Withheld|Total of all RS records since the last RE record, regardless of the State code. Right justify and fill.
|103-133| Not used by Department of Revenue|Fill with blanks
|134-512|Blank|Fill with blanks
|3-29|Not used by Department of Revenue|
|30-36|Number of RS Records since the last RE record regardless of state code\\ \\Total number of code "RS" records on file|
|37-72|Not used by Department of Revenue|
|73-87|State Taxable Wages \\ \\Total of all RS records since the last RE record regardless of the state code|
|88-102|State Income Tax Withheld \\ \\Total of all RS records since the last RE record regardless of the state code|
|103-133| Not used by Department of Revenue|
|134-512|Blank|
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[{InsertPage page='W2_EFW2_RECORD_RF'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RF"
|3-7|Blank|
|8-16|Number of RS Records\\ \\Total number of code "RS" records on file|
|17-512|Blank|
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[RPYEU] must be run with the following report parameters and filters selected to generate the Minnesota State quarterly file information. \\* RPYEU will generate the Minnesota State Quarterly EFW2 File Format according to the State specifications \\ \\
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-20YY'
|Quarterly Form Code|Use the standard form code ‘HL$US-QTR-20YY. \\Must be entered in order to generate the STATE UI wage file in the [ICESA] format
|Govt Interface Format|Mandatory. Enter HL$US-QTR-MM20YY
|Period Type|Mandatory. Defines the period type. Enter "Quarter" for quarterly reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period. Enter in DD-MMM-YYYY format
|As of Date|This date is used to retrieve employee information such as name, address, etc.
|Combine Employment Type|Set to ‘Yes’ since Code RE records are not reported by ‘Employment Type’
|Media Format|Mandatory. Set to State SUI File Format \\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: Minnesota, USA
|Federal Regist Number: Enter the Federal Registration Number
__RPYEU Run Options__
|Sort by Level: Must enter ‘DEPT SUI ER Number’ for Minnesota
|Provide Sort Level Totals: Optional. When set to YES, the totals are generated by ‘DEPT SUI ER Number’
[RPYEU] must be run and the following selected to generate Annual W2 State file information for State of Minnesota
|Form Code|HL$US-W2-2009
|Federal Regist Number|Enter the Federal Registration Number
|Period Type|Enter ‘Quarter’
|Period End Date|Enter the Quarter Ending Date
|As of Date|This date is used to retrieve employee information such as Name and address etc
|Sort by Level|Must enter ‘DEPT SUI ER Number’ for Minnesota
|Provide Sort Level Totals|This is optional, if yes, the total is generated by ‘DEPT SUI ER Number’
|Combine Employment Type|Must be ‘Yes’ because Code RE record is not reported by ‘Employment Type’
|Media Format|Select ‘State SUI File Format’ for Minnesota Quarterly MDES EFW2 File
|Select State|Must be ‘Minnesota, USA’
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\\
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*[RRPYEU] will generate the Minnesota State Quarterly EFW2 File Format according to the State Specification
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|3-4 MN|State code|Enter the appropriate FIPS postal numeric code. Minnesota's code is ‘27’ \\Derived from the state being reported, from [IDFDV] sequence 7000
|5-9|Blank|Fill with blanks
|10-18 MN|Social Security Number|Enter the employee’s full nine-digit SSN. \\If not known, enter ‘I’ in position 2 and fill with blanks \\If an invalid SSN is encountered, this field is entered with zeroes \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’
|19-33 MN|Employee First Name|Enter the employee's last name. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|34-48 MN|Employee Middle Name or Initial|Enter the employee's middle initial, if applicable. Leave blank if no middle initial \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68 MN|Employee Last Name|Enter the employee's last name. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Enter the employee's suffix \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-94|Employee Location Address|Enter the employee's location address \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’
|95-116|Employee Delivery Address|Enter the employee's delivery address \\Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Enter the employee's city \\Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Abbreviation|Enter the employee's State abbreviation \\Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’
|141-145|Employee ZIP Code|Enter the employee's zip code \\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Enter the employee's zip code extension\\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-154|Blank|Fill with blanks
|155-177|Employee Foreign State/Province|Enter the employee's Foreign State/Province, if applicable \\Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’
|178-192|Employee Foreign Postal Code|Enter the employee's Foreign postal code, if applicable \\Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’
|193-194|Employee Country Code|Enter the employee's Country code, if applicable \\Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’
|195-196|Optional|Fill with blanks
|197-202 MN|Reporting Period|Derived from the user defined Period End Date converted to MMYYYY for the reporting quarter. \\Example: If Period End Date = ‘31-Mar-YYYY’, then reporting period is ‘03YYYY’
|203-213 MN|State Quarterly Unemployment Insurance Total (gross) Wages|Enter the total State quarterly UI gross wages. \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’\\ \\NOTE: The [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Symmetry during the US Tax calculation, [UPCALC]. For employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] will then use the State Taxable wages from the ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ Identifiers, that are related to the employee's Home GEO and Work GEO code, to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Taxable Wages|Enter the total State quarterly UI taxable wages. \\Derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government.\\ \\Please see example below for calculation details.
|225-226|Number of Weeks Worked|Total number of weeks worked. \\From the system derived number of Weeks Worked for the Reporting State\\ \\The system reads all Pay Headers with the pay category defined as ‘Regular Pay’, that are not reversed, with a Pay Issue Date that falls within the user defined Quarter begin and end dates.\\ If the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header's Tax Weeks are accumulated into this field.
|227-234|Date First Employed|From the system derived latest Employment Hired Date, in MMDDYYYY format
|235-242|Date of Separation|Enter the employee's separation date, in MMDDYYYY format \\If this employee’s Probationary Code = ‘01’, (from IEID User Field ‘MMREF PROBATIONARY’), then this field contains the employee’s termination date. Otherwise fill with zeros
|243-247|Blank|Fill with blanks
|248-259 MN|MN State Unemployment Insurance Account Number and MN Employer Unit Number|This field is derived from [IDDP], UDF ‘SUI ER Number’ field according to the employee’s Prime Assignment Detail Department, that is effective as of the period end date\\ *If ‘DEPT SUI ER Number’ = 7977999-004, then ‘-’ will be replaced with zeroes\\ *If ‘DEPT SUI ER Number’ is not defined for a department, then the [IDGV] SUI ER Number is used
|260-260 MN|Month-1 Employment|Enter ‘1’ if the employee was covered by UI, and worked or received pay, for the pay period including the 12th day of the first reporting month. Otherwise enter ‘0’
|261-261 MN|Month-2 Employment|Enter ‘1’ if the employee was covered by UI, and worked or received pay, for the pay period including the 12th day of the second reporting month. Otherwise enter ‘0’
|262-262 MN|Month-3 Employment|Enter ‘1’ if the employee was covered by UI, and worked or received pay, for the pay period including the 12th day of the third reporting month. Otherwise enter ‘0’
|263-273|Blank|Fill with blanks
|274-275|State code|Enter the appropriate FIPS postal numeric code. Minnesota's code is "27" \\Derived from the State being reported
|276-286|State Taxable Wages|Enter the total State taxable wages \\Derived from [IDFDV] Field Identifier: ‘W2-STATE-WAGE-HOME’ and ‘W2-STATE-WAGE-WORK’
|287-297|State Income Tax Withheld|Enter the total State income tax withheld \\Derived from [IDFDV] Field Identifier: ‘W2-STATE-TAX-HOME’ and ‘W2-STATE-TAX-WORK’
|298-337|Blank|Fill with blanks
|338-340 MN|Hours Worked|Enter the total hours worked \\Derived from [IDFDV] Field Identifier: ‘W2-SUI-HRS-WRK’
|341 MN|Officer Code|Enter the appropriate Officer Code \\Derived from [IEID] UDF ‘MMREF Officer Code’ if defined. Otherwise, fill with blank
|342-511|Blank|Fill with blanks
|512-512 MN|Constant ‘X’|Recommended for Minnesota State process only
|3-4 MN|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Minnesota is code "27"
|5-9|Blank|
|10-18 MN|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’\\ \\If an invalid SSN is encountered, this field is entered with zeroes
|19-33 MN|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48 MN|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68 MN|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-94|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’
|95-116|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’
|141-145|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-154|Blank|
|155-177|Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’
|178-192|Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’
|193-194|Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’
|195-196|Optional Code\\ \\Blank|
|197-202 MN|Reporting Period MMCCYY|From user specified Period End Date converted to MMCCYY for the quarter\\ \\e.g. Period End Date = ‘31-Mar-2002’, then reporting period is ‘032002’
|203-213 MN|State Quarterly Unemployment Insurance Total (gross) Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’\\ \\Note that the [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] will then be using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Taxable Wages|Derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the state government\\ \\Please see below for detail calculation
|225-226|Number of Weeks Worked|From system derived number of Weeks Worked for the Reporting State\\ \\The system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date falls within the user specified Quarter begin and end date\\ \\If the Pay Header’s Work State or Home State is the same as the reporting state, then the Pay Header Tax Weeks is accumulated into this field ‘Number of Weeks Worked’
|227-234|Date First Employed MMDDCCYY|From system derived latest Employment Hired Date
|235-242|Date of Separation MMDDCCYY\\ \\If this employee’s Probationary Code = ‘01’ from IEID User Field ‘MMREF PROBATIONARY’, then this field contains the employee’s termination date, otherwise enter zeros|
|243-247|Blank|
|248-259 MN|MN State Unemployment Insurance Account Number and MN Employer Unit Number|This field retrieved from [IDDP] screen UDF ‘SUI ER Number’ field according to employee’s prime assignment detail department that is effective as of the period end date\\ \\If ‘DEPT SUI ER Number’ = 7977999-004, then ‘-’ will be replaced with zeroes\\ \\If ‘DEPT SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used
|260-260 MN|Month-1 Employment\\ \\Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month, else enter ‘0’|
|261-261 MN|Month-2 Employment\\ \\Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month, else enter ‘0’|
|262-262 MN|Month-3 Employment.\\ \\Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month, else enter ‘0’|
|263-273|Blank|
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Minnesota is code "27"
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-STATE-WAGE-HOME’ and ‘W2-STATE-WAGE-WORK’
|287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-STATE-TAX-HOME’ and ‘W2-STATE-TAX-WORK’
|298-337|Blank|
|338-340 MN|Hours Worked|Derived from [IDFDV] Field Identifier: ‘W2-SUI-HRS-WRK’
|341 MN|Officer Code|Derived from [IEID] UDF ‘MMREF Officer Code’ if exists, otherwise blank
|342-511|Blank|
|512-512 MN|Constant ‘X’ recommended for Minnesota process only|
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All wages paid to an employee up to the SUI Wage Base Amount are taxable for SUI purposes. \\
When an employee’s State Taxable earnings exceed the SUI Wage Base for a calendar year, then the exceeded portion of the earnings are considered as SUI Excess Wages and are not taxable for SUI purposes.
*All wages paid to an employee up to the SUI Wage Base Amount are taxable for SUI purpose
*When an employee’s State Taxable earnings exceed the SUI Wage Base for a calendar year, then the exceeded portion of the earnings are considered as SUI Excess Wages and are not taxable for SUI purpose
At line 209 changed 3 lines
#*This is the State Gross wages paid to an employee for the quarter, less 125 Plan contributions and/or 401 exemptions
#*The Total Wages are retrieved from the [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ Identifiers
#*NOTE: the [IDFDV] ‘W2-SUI-WAGE-ER’ Identifier is not used to report this field because the value of the ‘W2-SUI-WAGE-ER’ Identifier may have already been capped by Symmetry during the US Tax calculation process, [UPCALC]. Therefore, for employees who exceed the maximum wage base, the ‘W2-SUI-WAGE-ER’ field will contain no SUI Insurance wages. \\*[RPYEU] will use the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee's Home GEO and Work GEO codes to derive the SUI Total Wages
#*This is the State Gross wages paid to employee for the quarter less 125 plan and/or 401 exemptions
#*This Total Wages are retrieved from [IDFDV] Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
#*Note that the [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, ‘W2-SUI-WAGE-ER’ will contain no SUI Insurance wages. [RPYEU] would then be using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to derive the SUI Total Wages
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#*This is the SUI Total wages paid to an employee in the reporting quarter that are in excess of the SUI Wage Base \\Example: Employee SUI Total Wages for the quarter: $8500\\Maximum SUI Wage Base: $7000 \\Therefore, SUI Excess Wages: $1500
#*This is the SUI Total wages paid to employee in this quarter that are in excess of the SUI Wage Base\\e.g.\\Employee SUI Total Wages for the quarter: $8500\\Maximum SUI Wage Base: $7000\\Therefore, SUI Excess Wages: $1500
At line 215 changed one line
#*This is the SUI Total wages that does not exceed the SUI Wage Base Amount for the calendar year \\Example: Employee SUI Total Wages for the quarter: $8500 \\Maximum SUI Wage Base: $7000 \\SUI Excess Wages: $1500 \\ SUI Excess Wages = Employee SUI Total Wages – SUI Excess Wages \\SUI Excess Wages = $8500 – $1500 = $7000
#*This is the SUI Total wages that does not exceed the SUI Wage Base Amount for the calendar year\\e.g. \\Employee SUI Total Wages for the quarter: $8500\\Maximum SUI Wage Base: $7000\\SUI Excess Wages: $1500\\ \\SUI Excess Wages = Employee SUI Total Wages – SUI Excess Wages\\SUI Excess Wages = $8500 – $1500 = $7000
At line 220 changed 3 lines
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$9000 – $7000, up to max of current quarter Wages\\= $2000|YTD Wages – Wage Base: $3000 – $7000, up to max of current quarter Wages\\= $0|$2000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $2000\\= $7000|Total Wages – Excess Wage\\= $3000 - $0\\= $3000 |$10000
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base\\= $9000 – $7000 up to max of current quarter Wages\\= $2000|YTD Wages – Wage Base\\= $3000 – $7000 up to max of current quarter Wages\\= $0|$2000
|SUI Taxable Wages|Total Wages – Excess Wage\\= $9000 - $2000\\= $7000|Total Wages – Excess Wage\\= $3000 - $0\\= $3000 |$10000
At line 225 changed 3 lines
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$18000 – $7000, up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: \\$6000 – $7000, up to max of current quarter wages\\$0|$9000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $0\\= $3000|$3000
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base\\= $18000 – $7000 up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base\\= $6000 – $7000 up to max of current quarter wages\\$0|$9000
|SUI Taxable Wages|Total Wages – Excess Wage\\= $9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $0\\= $3000|$3000
At line 230 changed 3 lines
|SUI Excess of Wage Base \\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$27000 – $7000, up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base:\\$9000 – $7000, up to max of current quarter Wages\\= $2000|$11000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $2000\\= $1000|$1000
|SUI Excess of Wage Base \\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base\\= $27000 – $7000 up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base\\= $9000 – $7000 up to max of current quarter Wages\\= $2000|$11000
|SUI Taxable Wages|Total Wages – Excess Wage\\= $9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $2000\= $1000|$1000
At line 235 changed 2 lines
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$36000 – $7000 up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: \\$12000 – $7000, up to max of current quarter Wages\\= $3000|$12000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $3000\\= $0|$0
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base\\= $36000 – $7000 up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base\\= $12000 – $7000 up to max of current quarter Wages\\= $3000|$12000
|SUI Taxable Wages|Total Wages – Excess Wage\\= $9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $3000\\= $0|$0
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Each Month requires the reporting of the total number of employees, full time and part time, who worked during or received pay subject to UI wages, for the payroll period that includes the 12th day of the first month of the reporting period.
Each Month requires the reporting of the total number of employees, full time and part time, who worked during or received pay subject to UI wages for the payroll period that includes the 12th day of the first month of the reporting period
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*From the user-specified Quarter Ending date, determine the First Month Date that includes the 12th of the month\\ Example: Quarter Ending Date Mar-31-YYYY, then the First Month Date is Jan-12-YYYY
*Determine the Payroll Period that the First Month Date ‘Jan-12-YYYY’ falls within the reporting period Start and End dates\\ Example: For Jan-12-YYYY, falls into Period YYYY02, with Period Start date Dec-30-YYYY and End date Jan-13-YYYY
*For each employee, read the Pay Headers for the First Month Period that have the Pay Stage defined as ‘70’ or ‘80’
*With each Pay Header that qualifies, retrieve the amount according to [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ values to determine if the employee has wages that are subject to UI
*From the user-specified Quarter Ending date, determine the First Month Date that includes the 12th of the month\\e.g. Quarter Ending Date Mar-31-2002, then the First Month Date is Jan-12-2002
*Determine the Payroll Period that the First Month Date ‘Jan-12-2002’ falls within the Period Start and End date\\ e.g. For Jan-12-2002, it falls into Period 200202 with Period Start date Dec-30-2001 and End date Jan-13-2002
*For each employee, read Pay Headers for the First Month Period 200202 that are with Pay Stage = ‘70’ or ‘80’
*With each Pay Header that qualifies, retrieve the amount according to [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ set up to see if the employee has wages that are subject to UI
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This page (revision-5) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop