This page (revision-20) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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

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Version Date Modified Size Author Changes ... Change note
20 26-Nov-2021 10:22 18 KB Meg McFarland to previous
19 26-Nov-2021 10:22 18 KB Meg McFarland to previous | to last
18 26-Nov-2021 10:22 18 KB Meg McFarland to previous | to last
17 26-Nov-2021 10:22 18 KB Meg McFarland to previous | to last
16 26-Nov-2021 10:22 18 KB Meg McFarland to previous | to last
15 26-Nov-2021 10:22 17 KB Meg McFarland to previous | to last
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11 26-Nov-2021 10:22 4 KB eyeung to previous | to last
10 26-Nov-2021 10:22 4 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
9 26-Nov-2021 10:22 4 KB jmyers to previous | to last
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Page References

Incoming links Outgoing links
Tax Reporting - MT
Tax Reporting - MT

Version management

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There are no file format changes in wage reporting for the state of Michigan in tax year 2011.
There are no file format changes in wage reporting for the state of Montana in tax year 2011.
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This document contains abbreviated set up requirement for the state of Michigan 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 Montana only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 22 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Michigan.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Michigan.
*‘W2 STATE MEDIA FILING’- MI state 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 MI only.)
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Montana.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Montana.
*‘W2 STATE MEDIA FILING’- MT state 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 MT only.)
At line 27 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Michigan.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Michigan.
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for state of Michigan.
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Montana.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Montana.
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for state of Montana.
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STATE FILE PROCEDURES
- The state of Montana 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,RW,RS,RT,RF; and for the UI wage reporting: Code A,B,E,S,T,F.
- Montana state requires to file the MT state file by itself, therefore the user must set up IDGV as follows:
- for State Registration of Montana, the IDGV Variable:
‘W2 STATE MEDIA FILING’
02 – state requires its own File, do not include other state information in the state file
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[cleanup]
WHAT’S NEW FOR TAX YEAR 2011
There are no file format changes in wage reporting requirement for tax year 2011 for the state of Montana.
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
- (W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
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- (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).
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- (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)
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SET UP
- This document contains abbreviated set up requirement for the state of Montana only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.
IDGV - State Registration
- IDGV Definition Tab must be set up with ‘State Registration’ for State/Province: Montana
- IDGV Variables Tab must be set up with ‘State Registration’ for State/Province: Montana
‘W2 STATE MEDIA FILING’ - MT state 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 MT only)
IDGV - State SUI Registration
- IDGV Definition Tab must be set up with ‘State SUI Registration’ for State/Province: Montana
- IDGV Variables Tab must be set up with ‘State SUI Registration’ for State/Province: Montana
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of Montana
STATE FILE PROCEDURES
- The state of Montana 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,RW,RS,RT,RF; and for the UI wage reporting: Code A,B,E,S,T,F.
- Montana state requires to file the MT state file by itself, therefore the user must set up IDGV as follows:
- for State Registration of Montana, the IDGV Variable:
‘W2 STATE MEDIA FILING’
02 – state requires its own File, do not include other state information in the state file
This page (revision-20) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop