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 154 removed one line
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At line 223 added 2 lines
|1-2|Record Identifier|Constant ‘RO’
|3-11|Blank|
At line 232 changed 2 lines
1-2 - Record Identifier
- Constant ‘RO’
;Location 12 to 264:No applicable to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
||Position||Description||Source
|12-22|Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips\\ \\The combination of 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 235 changed one line
3-11|Blank|
;Location 265 to 362:For Puerto Rico employees only.
||Position||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|
At line 237 changed one line
Location 12 to 264 do not apply to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands Employees.
;Location 363 to 384:For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
||Position||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|
At line 239 removed 62 lines
12-22 - Allocated Tips|Derived from [IDFDV] 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] 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|
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|Blank|
At line 260 added 18 lines
|1-2|Record Identifier|Constant "RS"
|3-4|State Code, Appropriate FIPS Postal Numeric Code|Derived from the State being reported\\ \\e.g. Ohio is code "39"
|5-9|Blank|
|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’
|69-72|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’
At line 304 changed 2 lines
1-2 - Record Identifier
- Constant "RS"
;Location 195 to 267:Apply to Quarterly Unemployment Reporting\\ \\For quarterly reporting only, if ‘Period Type’ = ‘Quarter’ is specified, then Location 195 to 267 will be filled, otherwise spaces are filled.
||Position||Description||Source
|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] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
|268-273|Blank|
At line 307 changed 3 lines
3-4 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. Ohio is code "39"
;Location 274 to 337:Apply to Income Tax Reporting
At line 311 removed 62 lines
5-9|Blank|
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’
69-72 - 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’
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] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
268-273|Blank|
Location 274 to 337 apply to INCOME TAX REPORTING.
This page (revision-54) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop