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Tax Reporting - MO
Tax Reporting - MO

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At line 4 added 3 lines
!!What's New in Wage Reporting for Tax Year 2011
There are no noted file format changes in wage reporting for the state of Missouri for tax year 2011.
At line 5 changed one line
This document contains abbreviated set up requirements for the state of Missouri only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
This document contains abbreviated set up for the state of Missouri only, please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
At line 12 changed 6 lines
[RPYEU] needs to be run twice to generate:
#The file for the State of Missouri
#The city file for St. Louis.
After the State Magnetic media file is generated, to generate the St. Louis City File that includes the State Earnings and Taxes, the following must changed:
[RPYEU] needs to be run twice to generate file for the state of Missouri and then [RPYEU] needs to be run again to generate city file for St. Louis. After the State Magnetic media file is generated, to generate the St. Louis City File that includes the State Earnings and Taxes, the following must changed:
At line 33 changed 6 lines
If City tax applies, the following [IDFDV] Field Identifiers must be set up:\\
*Identifier ‘W2-CITY-NAME’
*Identifier ‘W2-CI-WAGE-HOME’
*Identifier ‘W2-CI-WAGE-WORK’
*Identifier ‘W2-CI-TAX-HOME’
*Identifier ‘W2-CI-TAX-WORK’
If City tax applies, IDFDV must be set up as follows:
|Identifier ‘W2-CITY-NAME’|Must be set up
|Identifier ‘W2-CI-WAGE-HOME’|Must be set up
|Identifier ‘W2-CI-WAGE-WORK’|Must be set up
|Identifier ‘W2-CI-TAX-HOME’|Must be set up
|Identifier ‘W2-CI-TAX-WORK’|Must be set up
At line 41 changed 3 lines
The Missouri Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format. The department follows the Federal EFW2 record format but will only read Record Codes RE and RS
\\
[RPYEU] must be run with the following report parameters and filters defined to generate the Missouri State File information: \\ \\
The Missouri Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format. The department follows the Federal EFW2 record format but will only read record codes RE and RS
To generate Missouri State File, set up [IDGV] as follows:
|Report List Filters, Select State|Missouri, USA
|Parameters, Annual Form Code|(example: use standard form code‘HL$US-W2-2012’)
|Parameters, Period Type|Year
|Parameters, Period End Date|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format|State File Format
At line 45 changed 7 lines
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$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.
|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
The Directory and Media File Name parameters must be populated or an output file will not be produced.
At line 53 changed 3 lines
__RPYEU Report Filters__
|Select State: Missouri, USA
----
!!State Magnetic Media Reporting – EFW2 format
[RPYEU] must be run and the following selected to generate Missouri state file information:
|Media Format|State File Format
|Select State|Missouri, USA
At line 58 changed 2 lines
%%information NOTE: The following ‘Not Required’ fields may or may not always contain blanks.%%\\
%%information NOTE: Columns with 'MO' indicate it is a Missouri specific requirement which is not the standard record format.%%
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
%%information Note: Columns with 'MO' indicates it is a Missouri specific requirement which is not the standard record format.%%
At line 62 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’
|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’
|30-35|Resub WFID|Derived from [IDFDV] Field Identifier: ‘SUB-RESUB-WFID’
|36-37|Software Code|Derived from [IDFDV] Field Identifier: ‘SUB-SOFTWARE’
|38-94|Company Name|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’
|95-116|Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-LOCN’
|117-138| Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-DELIV’
|139-160|Company City|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-CITY’
|161-162|Company State Abbreviation|Derived from [IDFDV] Field Identifier:‘SUB-COMP-STATE’
|163-167|Company ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP’
|168-171|Company ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP-EXT’
|172-176|Blank|
|177-199|Company Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-STATE’
|200-214|Company Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-POST’
|215-216|Company Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-COUNTRY’
|217-273|Submitter Name|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-NAME’
|274-295|Submitter Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-LOCN’
|296-317|Submitter Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-DELIV’
|318-339|Submitter City|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-CITY’
|340-341|Submitter State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-STATE’
|342-346|Submitter ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP’
|347-350|Submitter ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP-EXT’
|351-355|Blank|
|356-378|Submitter Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-STATE’
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-POST’
|394-395|Submitter Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-COUNTRY’
|396-422|Contact Name|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’
|423-437|Contact Phone Number|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’
|438-442|Contact Phone Extension|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’
|486-488|Blank|
|489-498|Contact FAX|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’
|499-499|Preferred Method of Problem Notification Code|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-METH’
|500-500|Preparer Code|Derived from [IDFDV] Field Identifier: ‘SUB-PREPARER’
|501-512|Blank|
At line 65 changed one line
[{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’
|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’
|26|Terminating Business Indicator|Derived from [IDFDV] Field Identifier: ‘W2-ER-TERM-BUS’
|27-30|Establishment Number|Derived from [IDFDV] Field Identifier: ‘W2-ER-ESTAB’
|31-39| Other EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-OTHER-EIN’
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|97-118|Employer Location Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-LOCN-ADDR’
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’
|163-164|Employer State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’
|174-174|Kind of Employer|Derived from [IDFDV] Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
|175-178|Blank|
|179-512 MO|Filler\\ \\Not Required by the state of Missouri|
At line 68 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|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 71 changed one line
[{InsertPage page='W2_EFW2_RECORD_RO'}]
||Column||Description||Source
|1-2|Record Identifier|Constant ‘RO’
|3-11|Blank|
At line 73 changed 2 lines
!Record Name: Code RS - State Record (Same as the Federal Code RS)
[{InsertPage page='W2_EFW2_RECORD_RS'}]
;Location 12 to 264: Does 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 187 added 35 lines
;Location 265 to 362: For Puerto Rico employees only
||Column||Description||Source
|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 Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RS"
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Missouri is code "29"
|5-9|Taxing Entity Code\\ \\Not read by Missouri Revenue|
|10-18|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|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-247 MO|Filler\\ \\Not Required by the state of Missouri|
|248-267|State Employer Account Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
|268-275 MO|Filler\\ \\Not Required by the state of Missouri|
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
|298-512 MO|Filler\\ \\Not Required by the state of Missouri|
At line 77 changed one line
[{InsertPage page='W2_EFW2_RECORD_RT'}]
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9|Number of RW Records\\ \\The 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|Blank|
|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|Blank|
|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|
At line 80 changed one line
[{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 82 changed one line
!Record Name: Code RV – Total State Record (Specific to the State of Missouri only)
!Record Name: Code RV – Total State Record (Optional, to be Defined by Participating States)
At line 85 changed 7 lines
|3-6|Tax Year|Required. Enter the tax year for this report
|7-15|Federal Employer Identification Number|Required. Enter the EIN under which tax payments were submitted. \\Enter only numeric values. Omit hyphens
|16-23|State ID Number|Required. Enter the eight-digit Missouri Identification Number (Tax Withholding Account Number)
|24-80|Employer Name|Required. Enter the name associated with the State ID entered in positions 16-23. \\Left justify and fill with blanks
|81-86|Employer Number of W-2s|Required. Enter total number W- 2s coded for Missouri. \\Right justify and zero fill.
|87-98|Employer Total Tax Withheld as shown on W-2s|Required. Enter the total state withholding tax for all Missouri employee records in the file. \\Right justify and zero fill
|99-512|Blank|Fill with blanks
|3-512|To be defined by participating states|
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[{InsertPage page='W2_EFW2_RECORD_RF'}]
||Column||Description||Source
|1-2|Record Identifier|Constant ‘RF’
|3-7|Blank|
|8-16| Not Required|
|17-512|Blank|
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!!St. Louis City File Procedures
The St. Louis City Tax Magnetic Media reporting uses the EFW2 file format
!!St.Louis City File Procedures
The St. Louis City Tax Magnetic Media reporting uses the EFW2 (MMREF-1) file format
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The Record Codes required for St. Louis City are: Code RA, RE, RW and RS (other record codes are optional and may be present)
The Record codes required for St. Louis City are: Code RA,RE,RW,RS (other record codes are optional and may be present)
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!!St. Louis City Wage Reporting – EFW2 file format
[RPYEU] must be run with the following report parameters and filters defined to generate the Missouri City File information: \\ \\
!!St. Louis City Wage Reporting – EFW2 (MMREF-1) file format
[RPYEU] must be run and the following selected to generate Missouri City file information:
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__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.
|Media Format|Mandatory. Set to Local 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
|Report Filters, Select State|Missouri, USA
|Report Filters, Select City|St. Louis, MO, 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|Local File Format
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__RPYEU Report Filters__
|Select State: Missouri, USA
|Select City: St. Louis, MO, USA
----
!!ST. Louis City Magnetic Media Reporting – EFW2 File Format
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!!St. Louis City Magnetic Media Reporting – EFW2 File Format
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|3-11|Submitter’s Employer ID number (EIN)|Enter the Employer's ID number \\Numeric values only \\Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’
|12-37 MO|Blank|Not Required by St Louis City. Fill with blanks
|38-94|Company Name|Enter the Company Name \\Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’
|95-116 MO|Blank|Not Required by St Louis City. Fill with blanks
|3-11|Submitter’s Employer ID number (EIN)\\ \\Numeric only|Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’
|12-37 MO|Filler; Not Required by St Louis City|
|38-94|Company Name|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’
|95-116 MO|Filler\\ \\Not Required by St Louis City|
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|3-6|Tax Year|Enter the tax year for this report \\Derived from user specified FROM-TO period converted to YYYY
|7 MO|Blank|Not Required by St Louis City. Fill with blanks
|8-16|Employer/Agent EIN|Enter the Employer's/Agent's EIN \\Derived from the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|17-39 MO|Blank|Not Required by St Louis City. Fill with blanks
|40-96|Employer Name|Enter the Employer Name \\Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|97-5127 MO|Blank|Not Required by St Louis City. Fill with blanks
|3-6|Tax Year CCYY\\ \\From user specified FROM-TO period converted to CCYY|
|7 MO|Filler\\ \\Not Required for St. Louis City|
|8-16|Employer/Agent EIN\\ \\System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]|
|17-39 MO|Filler\\ \\Not Required for St. Louis City|
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|97-5127 MO|Filler\\ \\Not Required for St. Louis City|
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|12-187 MO|Blank|Not Required by St Louis City. Fill with blanks
|12-187 MO|Filler\\ \\Not Required for St. Louis City|
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|199-286 MO|Blank|Not Required by St Louis City. Fill with blanks
|199-286 MO|Filler\\ \\Not Required for St. Louis City|
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|342-512 MO|Blank|Not Required by St Louis City. Fill with blanks
|342-512 MO|Filler\\ \\Not Required by St. Louis City|
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|3-9 MO|Blank|Not Required by St Louis City. Fill with blanks
|3-9 MO|Filler for MO St. Louis City|
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|19-33|Employee First Name|Enter the employee's first name \\Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Enter the employee's middle name or initial, if applicable \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|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 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’
|146-275 MO|Blank|Not Required by St Louis City. Fill with blanks
|276-286|State Taxable Wages|Enter the total State taxable wages \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-307 MO|Blank|Not Required by St Louis City. Fill with blanks
|308|Tax Type Code|Must be ‘C’ for St. Louis City Tax \\Derived from [IDFDV] Field Identifier: 'W2 TAX TYPE CODE' for St. Louis
|309-319|St. Louis Taxable Wages|Enter the total St. Louis taxable wages \\Derived from [IDFDV] Field Identifier: ‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
|320-330|St. Louis Tax Withheld|Enter the total St. Louis tax withheld \\Derived from [IDFDV] Field Identifier: ‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
|331-512 MO|Blank|Not Required by St Louis City. Fill with blanks
|19-33|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|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’
|146-275 MO|Filler for MO St. Louis City|
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-307 MO|Filler for MO St. Louis City|
|308|Tax Type Code|Derived from [IDFDV] Field Identifier: 'W2 TAX TYPE CODE' for St. Louis\\ \\Must be ‘C’ for St. Louis City Tax
|309-319|St. Louis Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
|320-330|St. Louis Tax Withheld |Derived from [IDFDV] Field Identifier: ‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
|331-512 MO|Filler for MO St. Louis City|
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[RPYEU] must be run with the following report parameters and filters defined to generate the Missouri State UI file information: \\ \\
[RPYEU] must be run and the following selected to generate Missouri state UI file information:
|Media Format|State SUI Format
|Select State|Missouri, USA
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__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'. The ‘Variables’ will need to be entered into this Form Code for specific use in the installation.
|Quarterly Form Code|Required to generate the UI wage file in [ICESA] format. Use the supplied Form Code ‘HL$US-QTR-20YY’. The ‘Variables’ will need to be entered into this Form Code for specific use in the installation.
|Period Type|Mandatory. Defines the period type. Enter "Quarter" for quarterly reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period.
|Media Format|Mandatory. Set to State SUI Format \\Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records).
|Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced
|Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced
*Annual Form Code’ – use the standard supplied form code HL$US-W2-2012. The ‘Variables’ will need to be entered into this Form Code for specific use in the installation.
*The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in [ICESA] format. Use the supplied Form Code ‘HL$US-QTR-2012’. The ‘Variables’ will need to be entered into this Form Code for specific use in the installation.
*Period Type: Quarter.
*Period End Date: Enter the quarter end date, i.e. 30-Jun-2011.
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
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__RPYEU Report Filters__
|Select State: Missouri, USA
----
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%%information NOTE: The following ‘Not Required’ fields may or may not always contain blanks.%% \\
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
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%%information NOTE: Columns with MO indicate it is a Missouri specific requirement which is not the standard record format.%%
%%information Note: Columns with MO indicates it is a Missouri specific requirement which is not the standard record format.%%
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|3-4|State Code|Enter the apropriate FIPS postal numeric code. Missouri is code is "29" \\Derived from the State being reported, from [IDFDV]sequence 7000
|5-9 MO|Not Required|Fill with blanks
|10-18|Social Security Number|Enter the employee's Social Security Number \\If an invalid SSN is encountered, this field is entered with zeroes \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’
|19-33|Employee First Name|Enter the employee's first name \\Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Enter the employee's middle name or initial, if applicable \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Enter the employee's last name \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-194 MO|Not Required|Fill with blanks
|195-196 MO|Probationary Code| Enter ‘1’ if employed less than 28 days, else enter ‘0’
|197-202|Reporting Period|Enter the month end date and year of the Quarter being reported. Example: 0620YY for Apr-June 20YY
|203-213 MO|State QTR Unemployment Insurance Total Wages|Enter the total Quarterly wages subject to unemployment taxes
|214-234 MO|Not Required|Fill with blanks
|235-242 MO|probationary Date|Enter ‘00000000’ or Termination date in MMDDYYYY format for a probationary employee (Probationary Code = ‘1’)|
|243-247 MO|Not Required|Fill with blanks
|248-262 MO|State Employer Account Number|Enter the State Employer Account Number \\Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting state
|263-512 MO|Not Required|Fill with blanks
|3-4|State Code\\ \\Apropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV]sequence 7000 (Missouri is code is"29")
|5-9 MO|Not Required|
|10-18|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|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-194 MO|Not Required|
|195-196 MO|Probationary Code\\ \\‘1’ if employed less than 28 days , else ‘0’|
|197-202|Reporting Period\\ \\Month End date of the Quarter being reported (i.e. 062008 for Apr-June 2008)|
|203-213 MO|State QTR Unemployment Insurance Total Wages\\ \\Quarterly wages subject to unemployment taxes|
|214-234 MO|Not Required|
|235-242 MO|‘00000000’ or Termination date (MMDDYYYY) for probationary employee (probationary Code = ‘1’)|
|243-247 MO|Not Required|
|248-262 MO|State Employer Account Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting state
|263-512 MO|Not Required|
This page (revision-5) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop