This page (revision-54) 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
54 26-Nov-2021 10:22 18 KB Meg McFarland to previous
53 26-Nov-2021 10:22 18 KB Meg McFarland to previous | to last
52 26-Nov-2021 10:22 35 KB eyeung to previous | to last
51 26-Nov-2021 10:22 37 KB lurtan to previous | to last
50 26-Nov-2021 10:22 38 KB eyeung to previous | to last
49 26-Nov-2021 10:22 38 KB kparrott to previous | to last
48 26-Nov-2021 10:22 38 KB kparrott to previous | to last
47 26-Nov-2021 10:22 38 KB kparrott to previous | to last
46 26-Nov-2021 10:22 38 KB kparrott to previous | to last
45 26-Nov-2021 10:22 38 KB kparrott to previous | to last
44 26-Nov-2021 10:22 43 KB eyeung to previous | to last
43 26-Nov-2021 10:22 46 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
42 26-Nov-2021 10:22 46 KB jmyers to previous | to last
41 26-Nov-2021 10:22 46 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - OH
Tax Reporting - OH

Version management

Difference between version and

At line 101 changed one line
;Record name:Code RA - Transmitter Record (same as Federal record)
Record name: Code RA - Transmitter Record (same as Federal record)
At line 103 added 736 lines
Position Description
1-2 - Record Identifier
- Constant "RA"
3-11 - Submitter’s Employer ID number (EIN)
- Numeric only
- Derived from IDFDV screen, Field Identifier: ‘SUB-ER-EIN’ (seq 1000)
12-28 - Personal Identification Number (PIN)
- Derived from IDFDV screen, Field Identifier: ‘SUB-PIN-NUMBER’ (seq 1010)
29 - Resub Indicator
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-IND’ (seq 1020)
30-35 - Resub WFID
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-WFID’ (seq 1030)
36-37 - Software Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SOFTWARE’ (seq 1040)
38-94 - Company Name
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-NAME’ (seq 1050)
95-116 - Location Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-LOCN’ (seq 1060)
117-138 - Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-DELIV’ (seq 1070)
139-160 - Company City
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-CITY’ (seq 1080)
161-162 - Company State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-STATE’ (seq 1090)
163-167 - Company ZIP code
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP’ (seq 1100)
168-171 - Company ZIP code extension
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP-EXT’ (seq 1110)
172-176 - Blanks
177-199 - Company Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-STATE’ (seq 1120)
200-214 - Company Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-POST’ (seq 1130)
215-216 - Company Country Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-COUNTRY’ (seq 1140)
217-273 - Submitter Name
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-NAME’ (seq 1150)
274-295 - Submitter Location Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-LOCN’ (seq 1160)
296-317 - Submitter Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-DELIV’ (seq 1170)
318-339 - Submitter City
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-CITY’ (seq 1180)
340-341 - Submitter State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-STATE’ (seq 1190)
342-346 - Submitter ZIP code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP’ (seq 1200)
347-350 - Submitter ZIP code extension
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP-EXT’ (seq 1210)
351-355 - Blanks.
356-378 - Submitter Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-STATE’ (seq 1220)
379-393 - Submitter Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-POST’ (seq 1230)
394-395 - Submitter Country Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-COUNTRY’ (seq 1240)
396-422 - Contact Name
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-NAME’ (seq 1250)
423-437 - Contact Phone Number
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL’ (seq 1260)
438-442 - Contact Phone Extension
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL-EXT’ (seq 1270)
443-445 - Blanks
446-485 - Contact E-mail
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-EMAIL’ (seq 1280)
486-488 - Blanks
489-498 - Contact FAX
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-FAX’ (seq 1290)
499-499 - Preferred Method of Problem Notification Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-METH’ (seq 1300)
500-500 - Preparer Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-PREPARER’ (seq 1310)
501-512 - Blanks
Record name: Code RE - Employer Record (same as Federal record)
Column Description
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 screen, 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 screen, Field Identifier: ‘W2-ER-FOR-EIN’ (seq 1510)
26 - Terminating Business Indicator
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TERM-BUS’ (seq 1520)
27-30 - Establishment Number
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ESTAB’ (seq 1530)
31-39 - Other EIN
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-OTHER-EIN’ (seq 1540)
40-96 - Employer Name
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-NAME’ (seq 2010)
97-118 - Employer Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-LOCN-ADDR’ (seq 2020)
119-140 - Employer Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-DELIV-ADDR’ (seq 2030)
141-162 - Employer City
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-CITY’ (seq 2040)
163-164 - Employer State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-STATE’ (seq 2050)
165-169 - Employer ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP’ (seq 2060)
170-173 - Employer ZIP Code Extension
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP-EXT’ (seq 2070)
174-174 - Kind of Employer
- Derived from IDFDV screen, Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
175-178 - Blanks
179-201 - Employer Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-STATE’ (seq 2080)
202-216 - Employer Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-POSTAL’ (seq 2090)
217-218 - Employer Country Code
- Derived from IDFDV screen, 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 screen
- a set of code RE, RW/RO/RS, RT/RU records will be generated for different Type of employment
220 - Tax Jurisdiction Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TAX-JURIS’ (seq 2110)
221 - Third-Party Sick Pay Indicator
- Derived from IDFDV screen, Field Identifier: ‘SUB-3RD-PARTY-SICK’ (seq 1480)
222-512 - Blanks.
Record name: Code RW - Employee Wage Record (same as Ferderal record)
Column Description
1-2 - Record Identifier
- Constant "RW"
3-11 - Social Security Number
- Derived from IDFDV screen, 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 screen, Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
27-41 - Employee Middle Name or Initial
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
42-61 - Employee Last Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
62-65 - Employee Suffix
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
66-87 - Employee Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
88-109 - Employee Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
110-131 - Employee City
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’ (seq 2620)
132-133 - Employee State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’ (seq 2630)
134-138 - Employee ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
139-142 - Employee ZIP Code Extension
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
143-147 - Blanks
148-170 - Employee Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)
171-185 - Employee Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)
186-187 - Employee Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)
188-198 - Wages, Tips and other compensation
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-WAGE’ (seq 3000)
199-209 - Federal Income Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-TAX’ (seq 3010)
210-220 - Social Security Wages
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-WAGE’ (seq 3020)
221-231 - Social Security Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TAX’ (seq 3030)
232-242 - Medicare Wages & Tips
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-WAGE’ (seq 3040)
243-253 - Medicare Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-TAX’ (seq 3050)
254-264 - Social Security Tips
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TIP’ (seq 3060)
265-275 - Advanced Earned Income Credit
- Derived from IDFDV screen, Field Identifier: ‘W2-EIC’ (seq 3080)
276-286 - Dependent Care Benefits
- Derived from IDFDV screen, Field Identifier: ‘W2-DEP-CARE’ (seq 3090)
287-297 - Deferred Compensation contribution to Section 401(k)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-D’ (seq 4030)
298-308 - Deferred Compensation contribution to Section 403(b)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-E’ (seq 4040)
309-319 - Deferred Compensation contribution to Section 408(k)(6)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-F’ (seq 4050)
320-330 - Deferred Compensation contribution to Section 457(b)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-G’ (seq 4060)
331-341 - Deferred Compensation contribution to Section 501(c)(18)(D)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-H’ (seq 4070)
342-352 - Military Employee’s Basic Quarters and Combat Pay
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’ (seq 4140)
353-363 - Non-qualified Plan section 457
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-457’ (seq 3102)
364-374 - Employer Contribution to a Health Savings Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-W’ (seq 4190)
375-385 - Non-qualified Plan Not section 457
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-N457’ (seq 3104)
386-396 - Non-taxable combat pay
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’ (seq 4140)
397-407 - Blanks
408-418 - Employer cost of premiums for Group Term Life insurance over $50000
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-C’ (seq 4020)
419-429 - Income from Non-statutory Stock Options
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-V’ (seq 4180)
430-440 - Deferrals under a Non-qualified plan (section 409A)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Y’ (seq 4200)
441-451 - Designated Roth Contribution 401(k) plan
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-AA’ (seq 4220)
452-462 - Designated Roth Contribution 403(b) plan
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-BB’ (seq 4230)
463-473 - Cost of Employer-Sponsored Health Coverage
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-DD’ (seq 4250)
474-485 - blank
486 - Statutory Employee Indicator
- Derived from IDFDV screen, 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 screen, 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 screen, Field Identifier: ‘W2-3PARTY-SICK’ (seq 6060)
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
490-512 - blank
Record name: Code RO - Employee Wage Record (Optional, same as Federal record)
Column Description
1-2 - Record Identifier
- Constant ‘RO’
3-11 - blank
Location 12 to 264 do not apply to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands Employees.
12-22 - Allocated Tips
- Derived from IDFDV screen, Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
23-33 - Uncollected Employee Tax on Tips
- combined the uncollected social security tax and the uncollected medicare tax
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’ (seq 4010)
34-44 - Medical Savings Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-R’ (seq 4150)
45-55 - Simple Retirement Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’ (seq 4160)
56-66 - Qualified Adoption Expenses
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-T’ (seq 4170)
67-77 - Uncollected SSA tax on Group Ins > 50000
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-M’ (seq 4110)
78-88 - Uncollected Medicare tax on Group Ins > 50000
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-N’ (seq 4120)
89-110 - blank
111-121 - Designated Roth Contribution under section 457(b)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-EE’ (seq 4260)
122-264 - blank
Location 265 to 362 are for Puerto Rico Employees only.
265 - Civil Status
266-274 - Spouse’s SSN
- blank
275-285 - Wages Subject to Puerto Rico Tax
- stored as zeroes
286-296 - Commissions Subject to Puerto Rico Tax
- stored as zeroes
297-307 - Allowances Subject to Puerto Rico Tax
- stored as zeroes
308-318 - Tips Subject to Puerto Rico Tax
- stored as zeroes
319-329 - Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax
- stored as zeroes
330-340 - Puerto Rico Tax Withheld
- stored as zeroes
341-351 - Retirement Fund Subject to Puerto Rico Tax
- stored as zeroes
352-362 - blank
Location 363 to 384 are for Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
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 - Blanks.
Record name: Code RS - State Record
Position Description
1-2 - Record Identifier
- Constant "RS"
3-4 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. Ohio is code "39"
5-9 - blank
10-18 - Social Security Number
- Derived from IDFDV screen, 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 screen, Field Identifier: ‘W2-EE-FIRST-NAME’
34-48 - Employee Middle Name or Initial
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
49-68 - Employee Last Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
69-72 - Employee Suffix
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
73-94 - Employee Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
95-116 - Employee Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
117-138 - Employee City
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
139-140 - Employee State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
141-145 - Employee ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
146-149 - Employee ZIP Code Extension
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
150-154 - blank
155-177 - Employee Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
178-192 - Employee Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
193-194 - Employee Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
Location 195 to 267 apply to Quarterly UNEMPLOYMENT REPORTING.
For quarterly reporting only, if the user specifies ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled, otherwise spaces are filled.
195-196 - Optional code
- blank
197-202 - Reporting Period MMCCYY
203-213 - State Quarterly Unemployment Insurance Total Wages
214-224 - State Quarterly Unemployment Insurance Total Taxable Wages
225-226 - Number of Weeks Worked
227-234 - Date First Employed MMDDCCYY
235-242 - Date of Separation MMDDCCYY
243-247 - blank
248-267 - State Employer Account Number
- Derived from IDFDV screen, Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
268-273 - blank
Location 274 to 337 apply to INCOME TAX REPORTING.
274-275 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. Ohio is code "39"
276-286 - State Taxable Wages
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
287-297 - State Income Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
298-307 - Total Wages, Tips and other Compensation
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-WAGE’
308 - Tax Type Code
- this field is used to report School district tax
- if the School district requires to report taxes along with the State Tax information, then the following values are used for this field:
E – School District Income Tax
- the user must set up IDGV screen for the School Registration by School district for the following fields on the Variables Tab:
- 'W2 STATE MEDIA FILING'
- 'W2 TAX TYPE CODE'
- 'W2 TAXING ENTITY'
- 'W2 STATE MEDIA FILING' indicates School should report taxes with the State
- 'W2 TAX TYPE CODE' must contain the valid Tax Type Code ‘E’
- 'W2 TAXING ENTITY' contains the School District Number
309-319 - Total Taxable Wages Per School District
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’
320-330 - School District Tax Withheld Per School District
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’
331-337 - School District Number
- derived from IDGV ‘W2 TAXING ENTITY’
- the user must enter the four digit School District Number, right justify and fill with blanks
338-412 - Supplemental Data 1
- blank
413-487 - Supplemental Data 2
- blank
488-512 - blank
Multiple Code RS records:
Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
Record name: Code RT - Total Record (same as Federal record)
Column Description
1-2 - Record Identifier
- Constant "RT"
3-9 - Number of RW Records
- Total number of code "RW" records reported since last code "RE" record
10-24 - Wages, Tips and Other Compensation
- Derived from IDFDV screen, Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
25-39 - Federal Income Tax Withheld
- Derived from IDFDV screen, Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record
40-54 - Social Security Wages
- Derived from IDFDV screen, Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record
55-69 - Social Security Tax Withheld
- Derived from IDFDV screen, Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record
70-84 - Medicare Wages and Tips
- Derived from IDFDV screen, Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record
85-99 - Medicare Tax Withheld
- Derived from IDFDV screen, Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record
100-114 - Social Security Tips
- Derived from IDFDV screen, Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record
115-129 - Advanced Earned Income Credit
- Derived from IDFDV screen, Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record
130-144 - Dependent Care Benefits
- Derived from IDFDV screen, 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 screen, 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 screen, 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 screen, 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 screen, 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 screen, 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 screen, 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 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 screen, Field Identifier: ‘W2-CODE-W’, total fo all code ‘RW’ records since last ‘RE’ record
265-279 - Non-Qualified Plan Not Section 457
- Derived from IDFDV Identifier ‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record
280-294 - Non-taxable Combat Pay
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Q’, total of all code "RW" records since last "RE" record
295-309 - Cost of Employer-Sponsored Health Coverage
- Derived from IDFDV screen, 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 screen, 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 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 screen, Field Identifier ‘W2-CODE-V’, total of all code "RW" records since last "RE" record
355-369 - Deferrals under a Non-qualified plan (section 409A)
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Y’, total of all code "RW" records since last "RE" record
370-384 - Designated Roth Contribution 401(k) plan
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-AA’, total of all code "RW" records since last "RE" record
385-399 - Designated Roth Contribution 403(b) plan
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-BB’, total of all code "RW" records since last "RE" record
400-512 - blank
Record name: Code RU - Total Record (optional, same as Federal record)
Column Description
1-2 - Record Identifier
- Constant "RU"
3-9 - Number of RO Records
- Total number of code "RO" records reported since last code "RE" reocrd
10-24 - Allocated Tips
- Derived from IDFDV screen, Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
25-39 - Uncollected Employee Tax on Tips
- Derived from IDFDV ‘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 screen, Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record
55-69 - Simple Retirement Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’, total of all code "RO" records since last "RE" record
70-84 - Qualified Adoption Expenses
- Derived from IDFDV screen, 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 screen, 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 screen, 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 screen, 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
Record name: Code RF - Final Record (same as Federal record)
Column Description
1-2 - Record Identifier
- Constant "RF"
3-7 - blank
8-16 - Number of RW Records
- Total number of code "RW" records on file
17-512 - blank
At line 846 added one line
- Same as State Record: Code RA
At line 848 added 149 lines
Record name: Code RE - Employer Record
- Same as State Record: Code RE
Record name: Code RW - Employee Wage Record
- Same as State Record: Code RW
Record name: Code RO - Employee Wage Record (Optional)
- Same as State Record: Code RO
Record name: Code RS - State Record
Position Description
1-2 - Record Identifier
- Constant "RS"
3-4 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. Ohio is code "39"
5-9 - Taxing Entity Code
- if County, City or School district tax is reported, this field is derived from IDGV 'W2 TAXING ENTITY' field for the County, City or School district tax being reported
10-18 - Social Security Number
- Derived from IDFDV screen, 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 screen, Field Identifier: ‘W2-EE-FIRST-NAME’
34-48 - Employee Middle Name or Initial
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
49-68 - Employee Last Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
69-72 - Employee Suffix
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
73-94 - Employee Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
95-116 - Employee Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
117-138 - Employee City
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
139-140 - Employee State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
141-145 - Employee ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
146-149 - Employee ZIP Code Extension
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
150-154 - blank
155-177 - Employee Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
178-192 - Employee Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
193-194 - Employee Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
Location 195 to 267 apply to Quarterly UNEMPLOYMENT REPORTING.
For quarterly reporting only, if the user specifies ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled, otherwise spaces are filled.
195-196 - Optional code
- blank
197-202 - Reporting Period MMCCYY
203-213 - State Quarterly Unemployment Insurance Total Wages
214-224 - State Quarterly Unemployment Insurance Total Taxable Wages
225-226 - Number of Weeks Worked
227-234 - Date First Employed MMDDCCYY
235-242 - Date of Separation MMDDCCYY
243-247 - blank
248-267 - State Employer Account Number
- Derived from IDFDV screen, Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
268-273 - blank
Location 274 to 337 apply to INCOME TAX REPORTING.
274-275 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. Ohio is code "39"
276-286 - State Taxable Wages
- if State IDGV ‘W2 STATE MEDIA FILING’ = ‘03’, then State Taxable Wages is reported
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
287-297 - State Income Tax Withheld
- if State IDGV ‘W2 STATE MEDIA FILING’ = ‘03’, then State Taxable Wages is reported
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
298-304 - blank
305-307 - Local City Code
- Derived from IDGV screen 'W2 TAXING ENTITY'
e.g. ‘200’ for Cleveland
308 - Tax Type Code
- Derived from IDGV screen 'W2 TAX TYPE CODE'
309-319 - Local Taxable Wages
- Derived from IDFDV screen, Field Identifier: ‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
320-330 - Local Income Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
331-337 - blank
338-412 - Supplemental Data 1
- blank
413-487 - Supplemental Data 2
- blank
488-512 - blank
Multiple Code RS records:
Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
Record name: Code RT - Total Record
- Same as State Record: Code RT
Record name: Code RU - Total Record (optional)
- Same as State Record: Code RU
Record name: Code RF - Final Record
- Same as State Record: Code RF
At line 1,027 added one line
(Please note that the following ‘Not Required’ fields may or may not always contain BLANKS).
At line 1,029 added one line
Note: Columns with OH indicates it is a Ohio specific requirement which is not the standard record format For more information, please refer to the state web site http://jfs.ohio.gov/ouc/uctax
At line 143 changed 2 lines
!!ICESA for the State of Ohio
* The format details are found at the [Ohio Bureau of Employment Services|http://jfs.ohio.gov/ouc/uctax/part3ics.pdf] website.
Record Code A - Transmitter Record
Column Description
1-1 - Record Identifier
- Constant "A"
2-5 - Payment year YYYY
- From user specified FROM-TO period converted to YYYY
6-14 - Transmitter's Employer ID number (EIN)
- Numeric only
- Derived from IDFDV screen, Field Identifier: ‘TRAN-EIN’
15-18 - Taxing Entity Code
- Constand ‘UTAX’
19-23 - Blank
24-73 - Transmitter name
- Derived from IDFDV screen, Field Identifier: ‘TRAN NAME’
74-113 - Street address
- Derived from IDFDV screen, Field Identifier: ‘TRAN ADDRESS’
114-138 - City
- Derived from IDFDV screen, Field Identifier: ‘TRAN CITY’
139-140 - State
- Standard FIPS postal abbreviation
- Derived from IDFDV screen, Field Identifier: ‘TRAN STATE’
141-143 - Blanks
144-153 - State Employer Account Number
- Derived from IDFDV screen, Field Identifier: ‘EMPLOYER SEAN’
154-158 OH - ZIP code
- Derived from IDFDV screen, Field Identifier: ‘TRAN ZIP’
159-163 OH - ZIP code extension
- Derived from IDFDV screen, Field Identifier: ‘TRAN ZIP EXTN’
164-193 - Contact
- Derived from IDFDV screen, Field Identifier: ‘TRAN CONTACT’
194-203 - Contact Telephone Number
- Derived from IDFDV screen, Field Identifier: ‘TRAN CONTACT PHONE’
204-207 - Contact Telephone Number Extension
- Derived from IDFDV screen, Field Identifier: ‘TRAN CONTACT EXTN’
208-265 - Not Required.
266-275 - Third Party Administrator ID
Derived from IDFDV screen, Field Identifier: ‘THIRD PARTY ADMIN ID’
Record Code E - Employer Record
Column Description
1-1 - Record Identifier
- Constant "E"
2-5 - Payment Year ‘YYYY’
6-14 - Transmitter's Employer ID number
- Numeric only
- Derived from the IDGV State SUI Registration
15-15 - Out of State Wages
- Derived from IDFDV screen, Field Identifier: ‘OUT OF STATE WAGES’
16-23 - Blanks
24-73 - Employer name
- Derived from the Entity
74-113 - Street address
- Derived from the Entity Location
114-138 - City
- Derived from the Entity Location
139-140 - State (use a standard FIPS postal abbreviation)
- Derived from the Entity Location
141-148 - Blanks.
149-153 - ZIP code extension Derived from the Entity Location
154-158 - ZIP code
- Derived from the Entity Location
159-160 OH - Blank
161-162 OH - Blocking Factor
163-166 OH - Blanks for Diskettes.
167-170 - ‘UTAX’
171-172 - OHIO FIPS Code ‘39’
173-177 OH - Filler, Not Required.
178-187 - Unemployment Insurance Account Number
- Derived from the IDGV State SUI Registration
188-189 - Reporting Period 03,06,09, or 12
190-190 - No Workers/No Wages
- Enter ‘0’ to indicate that no ‘S’ records follow the ‘E’ record; otherwise enter ‘1’.
191-275 OH - Blanks
Record Code S - Supplemental Record
Column Description
1-1 - Record Identifier
- Constant ‘S’
2-10 - Employee SSN Number
11-30 - Employee Last Name
31-42 - Employee First Name
43-43 - Employee Middle Initial
44-45 - State Code
- Constant ‘39’ for Ohio
46-49 - Blank
50-63 - State Quarter Total Gross Wages
64-77 - State Quarter UI Total Wages
78-91 - State Quarter UI Excess computed by P2k
92-105 - State Qtr UI Taxable Wages
- State Quarter UI Total Wages LESS State Quarter UI Excess Wages
106-129 OH - Blank
130-131 - Number of Weeks Worked
This value is determined in on e of three ways
(1) If the identifier WEEKS WORKED is a constant, then the constant is used
(2) If the identifier
132-142 - Blank
143-146 - Taxing Entity Code
- Constant ‘UTAX’
147-161 - State UI Account Number
- Derived from the IDGV State SUI Registration
162-176 - Unit/Division/Location/Plant Code
- Presently P2K inserts all zeroes, if a client want otherwise, then this can be enhanced to pick up a ‘User Field’
attached to the location
177-211 OH - Blank
212-212 - Month 1Employment
’1’ if the employee received pay (TAXABLE WAGES) in the pay period that spans the 12th of the first month in the Quarter
213-213 - Month 2 Employment
’1’ if the employee received pay (TAXABLE WAGES) in the pay period that spans the 12th of the second month in the Quarter
214-214 - Month 3 Employment
’1’ if the employee received pay (TAXABLE WAGES) in the pay period that spans the 12th of the third month in the Quarter
215-220 - Reporting Quarter and Year (QQYYYY)
221-275 OH - Blanks
Record Code T - Total Record
Column Description
1-1 - Record Identifier
- Constant "T"
2-8 - Number of employees (S Records) since the last E Record
9 -12 - ‘UTAX’
13-26 - State QTR Total Gross Wages for Employer
27-40 - State QTR UI Total Wages for Employer
41-54 - State QTR UI Excess Wages for Employer
55-68 - State QTR UI Taxable Wages for Employer
69-81 OH - Blank
82-87 - UI Tax Rate for the Quarter
- Derived from the State SUI Employer SUI Rate (IDGV)
- (Decimal followed by 5 digits i.e. enter 2.8% as .02800)
88-100 - State Qtr UI Taxes Due
Derived from the Identifier (TAXES DUE)
101-111 OH - Zeros.
112-122 - Interest
From the Identifier (INTEREST)
- Decimal followed by 5 digits (i.e. 1.267%=00000.01267)
123-133 - Penalty
From the Identifier (PENALTY)
- Decimal followed by 4 digits (i.e. 0.25%=000000.0025)
134-174 OH - Zeros
175-185 OH - State UI taxes due, plus interest and penalty
186-198 OH - Payment Allocation Amount.
From the Identifier (ALLOCATION AMOUNT)
199-226 OH - Filler, Not Required.
227-233 - Total Employees with TAXABLE Wages that where paid during the Pay Period in with the Tenth of the first month in the Quarter falls
234-240 - Total Employees with TAXABLE Wages that where paid during the Pay Period in with the Tenth of the second month in the Quarter falls
241-247 - Total Employees with TAXABLE Wages that where paid during the Pay Period in with the Tenth of the third month in the Quarter falls
248-275 OH - Blank
Record Code F - Final Record
Column Description
1-1 - Record Identifier.
- Constant ‘F’.
2-11 - Total Number of Employees in File
- Enter the total number of ‘S’ records in the entire file
12-21 - Total Number of Employers in File
- Enter the total number of ‘E’ records in the entire file
22-25 - Taxing Entity Code.
- Constant ‘UTAX’
26-40 - Quarterly Total Gross Wages in File
- QTR gross wages subject to all taxes. Total of this field for all ‘S’ records in the file
41-55 - Quarterly State Unemployment Insurance Total Wages in File
- QTR wages subject to state UI tax. Total of this field for all ‘S’ records in the file
56-70 - Quarterly State Unemployment Insurance Excess Wages in File
- QTR wages in excess of the state UI taxable wage base. Total of this field for all ‘S’ records in the file
71-85 - Quarterly State Unemployment Insurance Taxable Wages in File
- State UI gross/total wage less quarterly state UI excess wages. Total of this field for all ‘S’ records in the file
86-139 OH - Filler.
- Not Required.
140-148 - Routing Number.
Derived from the Identifier (ROUTING NUMBER)
149-152 OH - Filler.
- Not Required.
153-169 OH - Bank Account Number.
Derived from the Identifier (BANK ACCOUNT NUMBER)
170-181 OH - Total Amount Paid.
Derived from the Identifier total (ALLOCATION AMOUNT)
182-182 OH - Account Type.
Derived from the Identifier (ACCOUNT TYPE)
183-275 OH - Name on Bank Account.
Derived from the Identifier (NAME ON BANK ACCOUNT)
This page (revision-54) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop