This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen Parrott

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

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Version Date Modified Size Author Changes ... Change note
155 19-Oct-2022 21:04 1 KB Karen Parrott to previous
154 26-Nov-2021 10:22 1 KB kparrott to previous | to last
153 26-Nov-2021 10:22 1 KB mmcfarland to previous | to last
152 26-Nov-2021 10:22 2 KB mmcfarland to previous | to last
151 26-Nov-2021 10:22 2 KB kparrott to previous | to last
150 26-Nov-2021 10:22 2 KB kparrott to previous | to last
149 26-Nov-2021 10:22 2 KB kparrott to previous | to last
148 26-Nov-2021 10:22 2 KB kparrott to previous | to last
147 26-Nov-2021 10:22 2 KB kparrott to previous | to last
146 26-Nov-2021 10:22 2 KB rforbes to previous | to last
145 26-Nov-2021 10:22 2 KB eyeung to previous | to last
144 26-Nov-2021 10:22 2 KB eyeung to previous | to last
143 26-Nov-2021 10:22 2 KB rforbes to previous | to last Taxation W2 Process ==> W2 Process
142 26-Nov-2021 10:22 2 KB rforbes to previous | to last W2 Process ==> Taxation W2 Process
141 26-Nov-2021 10:22 2 KB jmyers to previous | to last

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W 2 Process
W2 Process

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At line 1,098 changed 316 lines
[W-2 Wage Form Descriptions - (2011 Format – reporting in 2011)|W2_WAGE_FORM_DESCRIPTIONS]
!!W-2 Wage Form Descriptions - (2011 Format – reporting in 2011)
The following W-2 WAGE FORM DESCRIPTIONS should be read and the "2010 Instructions for Forms W-2 Wages and Tax Statement" referenced prior to setting up [IDFDV].
!Box a - Employee's Social Security Number
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-EE-SSN|EID.GOVERNMENT_CODE
!Box b - Employer's Identification Number Assigned by IRS
Derived from [IDFDV, handles multiple government registrations
||Field Identifier||Suggested Field Variable
|‘W2-ER-EIN|DGV.GOVT_REGIST_NUMBER
!Box c - Employer's Name, Address and ZIP Code
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-ER-NAME|DED.ENTITY_NAME
|W2-ER-LOCN-ADDR|MAIL
|W2-ER-DELIV-ADDR|Blank
|W2-ER-CITY|Blank
|W2-ER-STATE|Blank
|W2-ER-ZIP|Blank
|W2-ER-ZIP-EXT|Blank
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
For foreign country address:
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-ER-COUNTRY|If W2-ER-COUNTRY=USA, then this country field is left 'Blank'\\ \\Otherwise, W2-ER-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
Please note: Field Identifier ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
!Box d - Control Number
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-CONTROL-PRT|Specifies if the Control Number should be printed on the form or not\\ \\Null, 0– Do not print Control Number on W2 Form\\1 - Print Control Number as defined in W2-CONTROL-NUM Identifier\\2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt\\3 - Print W2-CONTROL-NUM Identifier and Person Code\\4 - Print ‘Sort Level By’ prompt and Person Code\\5 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier\\6 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code
|W2-CONTROL-NUM|Control Number on Form, may contain a Data Base Column - Enter your company data e.g. ‘EID.PERSON_CODE’
If ‘W2-CONTROL-PRT’ value is specified, then the value of ‘W2-CONTROL-NUM’ is printed on W2 Form Control Number field.
!Box e - Employee's Name (First, Middle, Last)
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-EE-FIRST-NAME|EID.FIRST_NAME’
|W2-EE-MIDDLE|EID.MIDDLE_NAME’
|W2-EE-LAST-NAME|EID.LAST_NAME’
|W2-EE-SUFFIX|EID.RANK’\\derivation expression: Decode(~,'01','JR','02','SR',NULL)
!Box f - Employee's Address and ZIP Code
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-EE-LOCN-ADDR|Blank or constant ‘MAIL’
|W2-EE-DELIV-ADDR|Blank
|W2-EE-CITY|Blank
|W2-EE-STATE|Blank
|W2-EE-ZIP|Blank
|W2-EE-ZIP-EXT|Blank
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
For foreign country address:
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-EE-COUNTRY|If W2-EE-COUNTRY, then this country field is left 'Blank'\\ \\Otherwise, W2-EE-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
Please note: Field Identifier ‘W2-EE-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-EE-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
!Box 1 - Wages, Tips, Other Compensation
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-FIT-WAGE|W2-BOX-01
*This is the taxable earnings applicable for federal income tax withheld.
*If an element that derives the wages (i.e. Regular Earnings, O/T earnings etc) is specified, the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
*If an element that from Federal Earning Pay Components after Vertex calculation is specified, this element should contain Federal Earnings Pay Component and Federal Supplemental Earnings Pay Component
!Box 2 - Federal Income Tax Withheld
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-FIT-TAX|W2-BOX-02
!Box 3 - Total Social Security Wages
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-SSN-WAGE|W2-BOX-03|
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. [RPYEU] will automatically supply the annual maximum when the government publishs the maximum amount every year. [IDGV] does not need to be set up with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
!Box 4 - Employment Social Security Tax Withheld
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-SSN-TAX|W2-BOX-04
!Box 5 - Medicare Wages and Tips
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-MEDI-WAGE|W2-BOX-05
!Box 6 - Medicare tax withheld
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-MEDI-TAX|W2-BOX-06
!Box 7 - Social security tips
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-SSN-TIP|W2-BOX-07
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. RPYEU will automatically supply the annual maximum when the government publishes the maximum amount every year. [IDGV] does not need to be set up with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
!Box 8 - Allocated Tips
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-ALLOC-TIP|W2-BOX-08
!Box 9
Deleted
!Box 10 - Dependent Care Benefits
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-DEP-CARE|W2-BOX-10
!Box 11 - Nonqualified Plans
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-NQUAL|W2-BOX-11
*The value for ‘W2-NQUAL’ should include amounts for identifiers ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’
*The magnetic media file will report amount from ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’ while the W2 form will print amount from ‘W2-NQUAL’
!Box 12 - Codes
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-CODE-A|
|W2-CODE-B|
|W2-CODE-C|
|W2-CODE-D|
|W2-CODE-E|
|W2-CODE-F|
|W2-CODE-G|
|W2-CODE-H|
|W2-CODE-J|
|W2-CODE-K|
|W2-CODE-L|
|W2-CODE-M|
|W2-CODE-N|
|W2-CODE-P|
|W2-CODE-Q|
|W2-CODE-R|
|W2-CODE-S|
|W2-CODE-T|
|W2-CODE-V|
|W2-CODE-W|
|W2-CODE-Y|
|W2-CODE-Z|
|W2-CODE-AA|
|W2-CODE-BB|
|W2-CODE-CC|
|W2-CODE-DD|
|W2-CODE-EE|
*Up to four lines can be printed per W2 form
*If more than four lines are required for one employee, a subsequent W2 form is used
*Each Box 12 entry is associated with a W2 code which will be printed on Box 12 along with the associated amount
*For an explanation of each code's usage, please refer to the instructions for Form W-2 Box 12
*When the value of the IDFDV Field Variable is not zero, the W2 code and the value of content is printed
!Box 13 - Check the Boxes that Apply:
Statutory Employee
||Field Identifier||Suggested Field Variable
|W2-STAT-EE|If the amount is non zero, then this box is checked
Retirement Plan
||Field Identifier||Suggested Field Variable
|W2-RETIRE-PLAN|If the amount is non zero, then this box is checked
Third-party Sick Pay
||Field Identifier||Suggested Field Variable
|W2-3PARTY-SICK|If the amount is non zero, then this box is checked
Box 14 - Other
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-OTHER-01, W2-OTHER-02, ... up to W2-OTHER-20|
|W2-SCHL-WAGE, for school district taxable wages|
|W2-SCHL-TAX, for school district tax|
*For W2 form ‘2 on 1 page’ format, up to four lines (2 Box 14 items) can be printed.
*For W2 form ‘4 Corner Form’ format, up to two lines (2 Box 14 items) can be printed.
*If more than two Box 14 items are required for one employee, a subsequent W2 form is used.
*Each Box 14 entry is associated with a W2 description which will be printed on Box 14 along with the associated amount. (Examples of W2 descriptions are: "UNDUE","MV EXP","HLT INS", "EDUC", etc.).
*For an explanation of each description usage, please refer to instructions for Form W-2 Box 14.
*When the value of the content field is not zero, the W2 Description and the value of content is printed.
*If the school district tax has been withheld for an employee, the school district tax information will be printed in Box 14 prior to printing other Box 14 information.
*Each school district will be printed on one separate W2 Form Box 14 as follows:
** e.g. SCHL 02307 WAGE: 1484.00\\SCHL 02307 TAX: 14.84
*The [IDFDV] ‘W2-SCHL-TAX’ entry should specify an element that contains all the school district tax pay components
**e.g. PC 6923 CITY Home School Tax, PC 6903 CITY Work School Tax\\PC 6823 CNTY Home School Tax, PC 6803 CNTY Work School Tax
*The [IDFDV] ‘W2-SCHL-WAGE’ entry should specify an element that contains all the school district wages pay components
**e.g. PC 6907 CITY Work School Earns, PC 6827 CNTY Home School Earns\\PC 6807 CNTY Work School Earns, PC 6927 CITY Home School Earns
!Box 15 - Name of State
||Field Identifier||Suggested Field Variable
|W2-STATE-CODE|DSP.STATE_PROVINCE_CODE
*RPW2 program will print the proper [STATE_PROVINCE_CODE] according to YTD State information
Employer's State I.D. Number
||Field Identifier||Suggested Field Variable
|W2-STATE-REGIST|DGV.GOVT_REGIST_NUMBER
*RPW2 program will print the [GOVT_REGIST_NUMBER] of the proper [STATE_PROVINCE_CODE] according to YTD State information.
*[IDGV] must have an entry exist with ‘State Registration’ for the wtate to be reported.
!Box 16 - State Wages, Tips, etc.
||Field Identifier||Suggested Field Variable
|W2-ST-WAGE-HOME|W2-BOX-16-H
|W2-ST-WAGE-WORK|W2-BOX-16-W
*This is the taxable earnings that are applicable for state income tax withheld .
*If an element that derives the State wages (i.e. Regular Earnings, O/T earnings etc) is specified, the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
*If an element from State Earning Pay Components after Vertex calculation is specified, this element should contain the State Earnings Pay Component and State Supplemental Earnings Pay Component (if these pay components are defined).
*Vertex State tax calculation differentiates state wages by work state wage and residence state wage.
*W2 only requires the reporting of state wages by the State regardless if it is from work or residence state.
*The system will retrieve the proper work state wages according to the YTD WORK GEO code and the proper residence state wages according to the YTD RES GEO code and report these as state wages only.
**[IDFDV] Field Identifier ‘W2-ST-WAGE-WORK’ is used to set up the WORK State wage information
**This should include all State Wages pay components that are applicable to Work State Tax calculation. (e.g. PC 6301 Work State Earnings, PC 6302 Work State Supplemental Earnings).
**[IDFDV] Field Identifier ‘W2-ST-WAGE-HOME’ is used to set up the Residence State wage information
**This should include all State Wages pay components that are applicable to Residence State Tax calculation. (e.g. PC 6401 Home State Earnings, PC 6402 Home State Supplemental Earnings).
*If the State tax has never been withheld according to Residence State, then the [IDFDV] ‘W2-ST-WAGE-HOME’ entry does not need to be set up. Thus this ‘W2-ST-WAGE-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the state.
!Box 17 - State Income Tax
||Field Identifier||Suggested Field Variable
|W2-ST-TAX-HOME|W2-BOX-17-H
|W2-ST-TAX-WORK|W2-BOX-17-W
*If an element from State Tax Pay Components is specified after Vertex calculation, this element should contain the State Tax Pay Component, State Supplemental Tax Pay Component and State Additional Tax Pay Component (if these pay components are defined).
*Vertex State tax calculation differentiates state taxes withheld by work state tax and residence state tax.
*W2 only requires to report state tax by State regardless if it is from work or residence state.
*The system will retrieve the proper work state tax according to the YTD WORK GEO code and the proper residence state tax according to the YTD RES GEO code and report these as state tax only.
**[IDFDV] Field Identifier ‘W2-ST-TAX-WORK’ is used to set up the WORK State tax information. This should include all State tax pay components that are applicable to Work State Tax calculation (e.g. PC 6311 Work State Tax, PC 6312 Work State Supplemental Tax, 6313 Work State Additional Tax.)
**[IDFDV] Field Identifier ‘W2-ST-TAX-HOME’ is used to set up the Residence State tax information. This should include all State Tax pay components that are applicable to Residence State Tax calculation. (e.g. PC 6411 Home State Tax, PC 6412 Home State Supplemental Tax, 6413 Home State Additional Tax)
*If the State tax has never been withheld according to Residence State, then the [IDFDV] ‘W2-ST-TAX-HOME’ entry does not need to be set up. Thus this ‘W2-ST-TAX-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the state.
!Box 18 - Local wages, Tips, etc.
||Field Identifier||Suggested Field Variable
|W2-CN-WAGE-HOME|W2-BOX-18-CN-H|
|W2-CN-WAGE-WORK|W2-BOX-18-CN-W|
|W2-CI-WAGE-HOME|W2-BOX-18-CI-H|
|W2-CI-WAGE-WORK|W2-BOX-18-CI-W|
- this is the taxable earnings applicable for County or City tax withheld
- if users specify an element that derives the County or City wages (i.e. Regular Earnings, O/T earnings etc), the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
- Vertex County or City tax calculation differentiates wages by work local wage and residence local wage
- W2 only requires to report local wages by Local name regardless if it is from work or residence local
- the system will retrieve the proper work local wages according to the YTD WORK GEO code and the proper residence local wages according to the YTD RES GEO code and report these as local wages only
- IDFDV Field Identifier ‘W2-CI-WAGE-WORK’ is used to set up the WORK City wage information
- this should include all City Wages pay components that are applicable to Work City Tax calculation
- e.g. PC 6905 Work City Earnings, PC 6906 Work City Supplemental Earnings
- IDFDV Field Identifier ‘W2-CN-WAGE-WORK’ is used to set up the WORK County wage information
- this should include all County Wages pay components that are applicable to Work County Tax calculation
- e.g. PC 6805 Work County Earnings, PC 6806 Work County Supplemental Earnings
- IDFDV Field Identifier ‘W2-CI-WAGE-HOME’ is used to set up the Residence City wage information
- this should include all City Wages pay components that are applicable to Residence City Tax calculation
- e.g. PC 6925 Residence City Earnings, PC 6926 Residence City Supplemental Earnings
- IDFDV Field Identifier ‘W2-CN-WAGE-HOME’ is used to set up the Residence County wage information
- this should include all County Wages pay components that are applicable to Residence County Tax calculation
- e.g. PC 6825 Residence County Earnings, PC 6826 Residence County Supplemental Earnings
Box 19 - Local income tax
||Field Identifier||Description
- IDFDV Field Identifier: ‘W2-CN-TAX-HOME’ - suggested Field Variable (Element): ‘W2-BOX-19-CN-H’
- IDFDV Field Identifier: ‘W2-CN-TAX -WORK’ - suggested Field Variable (Element): ‘W2-BOX-19-CN-W’
- IDFDV Field Identifier: ‘W2-CI-TAX -HOME’ - suggested Field Variable (Element): ‘W2-BOX-19-CI-H’
- IDFDV Field Identifier: ‘W2-CI-TAX -WORK’ - suggested Field Variable (Element): ‘W2-BOX-19-CI-W’
- Vertex County or City tax calculation differentiates City/County tax by work local tax and residence local tax
- W2 only requires to report local income tax by Local name regardless if it is from work or residence local
- the system will retrieve the proper work local tax according to the YTD WORK GEO code and the proper residence local tax according to the YTD RES GEO code and report these as local income tax only
- IDFDV Field Identifier ‘W2-CI-TAX -WORK’ is used to set up the WORK City tax information
- this should include all City tax pay components that are applicable to Work City Tax calculation
- e.g. PC 6901 Work City Tax, PC 6902 Work City Supplemental Tax
- IDFDV Field Identifier ‘W2-CN-TAX -WORK’ is used to set up the WORK County tax information
- this should include all County tax pay components that are applicable to Work County Tax calculation
- e.g. PC 6801 Work County Tax, PC 6802 Work County Supplemental Tax
- IDFDV Field Identifier ‘W2-CI-TAX -HOME’ is used to set up the Residence City tax information
- this should include all City tax pay components that are applicable to Residence City Tax calculation
- e.g. PC 6921 Residence City Tax, PC 6922 Residence City Supplemental Tax
- IDFDV Field Identifier ‘W2-CN-TAX -HOME’ is used to set up the Residence County tax information
- this should include all County tax pay components that are applicable to Residence County Tax calculation
- e.g. PC 6821 Residence County Tax, PC 6822 Residence County Supplemental Tax
For California SDI reporting, there are 2 options to print SDI on W2 Forms:
(1) - For California, if IDFDV Identifier Seq 7260 W2-SDI-TAX-EE is not zero, then Box 19 will print the employee SDI contribution and Box 20 will print the description ‘CASDI’
(2) - For California, if IDFDV Identifier Seq 7260 W2-SDI-TAX-EE is not set up, the user may set up Box 14 to print ‘CASDI’ and the SDI amount
Box 20 - Locality Name
- IDFDV Field Identifier: ‘W2-CNTY-NAME’
- IDFDV Field Variable: ‘DCN.COUNTY_NAME’
- IDFDV Field Identifier: ‘W2-CITY-NAME’
- IDFDV Field Variable: ‘DTX.JURISDICTION_NAME’
- RPW2 program will print the proper DTX.JURISDICTION_NAME according to YTD GEO information
- if County tax is reported, the County name is retrieved from the IDCN County screen with GEO code = ‘xx-xxx-0000’
- e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, then use County Code ‘15-097-0000’ to retrieve the County name of ‘Marion’ for reporting
- if City tax is reported, the City name is retrieved from the IDTX Tax Jurisdiction screen with GEO code
- an entry must also exist on IDGV screen with ‘Local Registration’ for a County or City in order for the County or City tax to be reported
!!W-2 Wage Form Descriptions - (2011 Format – Reporting in 2011)
[{InsertPage page='W2_WAGE_FORM_DESCRIPTIONS'}]
At line 1,103 added one line
[W2_PROCESS_GOVERNMENT_MEDIA_REPORTING]
At line 1,418 removed 769 lines
!Submitting W-2 Copy A to SSA (EFW2 Format)
The EFW2 Format is used for 2011 Annual and Quarterly Reporting.
!Record Name: Code RA – Submitter Record
||Column||Description||Source
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’
12-19 - User Identification (User ID)
- Derived from IDFDV screen, Field Identifier: ‘SUB-USER-ID’
20-23 - Software Vendor Code
- Derived from IDFDV Seq# 1035 Field Identifier: ‘SUB-VENDOR’
- this optional Vendor Code will not be provided, if the users do not have a Vendor Code, leave this blank
24-28 - blank
29 - Resub Indicator
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-IND’
30-35 - Resub WFID
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-WFID’
36-37 - Software Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SOFTWARE’
38-94 - Company Name
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-NAME’
95-116 - Location Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-LOCN’
117-138 - Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-DELIV’
139-160 - Company City
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-CITY’
161-162 - Company State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-STATE’
163-167 - Company ZIP code
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP’
168-171 - Company ZIP code extension
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP-EXT’
172-176 - blank
177-199 - Company Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-STATE’
200-214 - Company Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-POST’
215-216 - Company Country Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-COUNTRY’
217-273 - Submitter Name
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-NAME’
274-295 - Submitter Location Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-LOCN’
296-317 - Submitter Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-DELIV’
318-339 - Submitter City
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-CITY’
340-341 - Submitter State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-STATE’
342-346 - Submitter ZIP code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP’
347-350 - Submitter ZIP code extension
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP-EXT’
351-355 - blank
356-378 - Submitter Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-STATE’
379-393 - Submitter Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-POST’
394-395 - Submitter Country Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-COUNTRY’
396-422 - Contact Name
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-NAME’
423-437 - Contact Phone Number
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL’
438-442 - Contact Phone Extension
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL-EXT’
443-445 - blank
446-485 - Contact E-mail
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-EMAIL’
486-488 - blank
489-498 - Contact FAX
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-FAX’
499-499 - Preferred Method of Problem Notification Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-METH’
500-500 - Preparer Code
- Derived from IDFDV screen, Field Identifier: ‘SUB-PREPARER’
501-512 - blank
!Record Name: Code RE – Employer Record
||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 screen, Field Identifier: ‘W2-ER-AGENT-IND’
8-16 -Employer/Agent EIN
- System derived the applicable Federal reporting EIN, from IDGV or IDGR
- If on RPYEU selection screen the ‘Combined Fed Regist#’ toggle is ‘checked’, then this Employer/Agent EIN is retrieved from IDFDV screen, Field Identifier: ‘W2-ER-EIN’, otherwise the EIN is derived for every Code RE record
17-25 - Agent for EIN
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-FOR-EIN’
26 - Terminating Business Indicator
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TERM-BUS’
27-30 - Establishment Number
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ESTAB’
31-39 - Other EIN
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-OTHER-EIN’
40-96 - Employer Name
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-NAME’
97-118 - Employer Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-LOCN-ADDR’
119-140 - Employer Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-DELIV-ADDR’
141-162 - Employer City
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-CITY’
163-164 - Employer State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-STATE’
165-169 - Employer ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP’
170-173 - Employer ZIP Code Extension
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP-EXT’
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’
202-216 - Employer Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-POSTAL’
217-218 - Employer Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-COUNTRY’
- if Field Identifier: ‘W2-ER-COUNTRY’ = ‘USA’, then this field is blank
- otherwise this is a Foreign Country Code and the Field Identifier: ‘W2-ER-COUNTRY’ is already retrieved from IDCO screen UDF ‘ISO COUNTRY CODE’ with the 2 character ISO Country Code
- note that Field Identifier: ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form, this identifier can specify to use the NAME or ISO or leave blank
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’, then the Country Name is printed
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’, then the ISO Country Code is printed
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = blank, then the IDCO Screen Country Code is printed
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 Registration tab ‘W2 Emp Type’
- 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’
221 - Third-Party Sick Pay Indicator
- Derived from IDFDV screen, Field Identifier: ‘SUB-3RD-PARTY-SICK’
222-512 - blank
!Record Name: Code RW – Employee Wage Record
||Column||Description||Source
1-2 - Record Identifier
- Constant "RW"
3-11 - Social Security Number
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SSN’
- 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’
27-41 - Employee Middle Name or Initial
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
42-61 - Employee Last Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
62-65 - Employee Suffix
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
66-87 - Employee Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
88-109 - Employee Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
110-131 - Employee City
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
132-133 - Employee State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
134-138 - Employee ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
139-142 - Employee ZIP Code Extension
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
143-147 - blank
148-170 - Employee Foreign State/Province
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
171-185 - Employee Foreign Postal Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
186-187 - Employee Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
- if Field Identifier: ‘W2-EE-COUNTRY’ = ‘USA’, then this field is blank
- otherwise this is a Foreign Country Code and the Field Identifier: ‘W2-EE-COUNTRY’ is already retrieved from IDCO screen UDF ‘ISO COUNTRY CODE’ with the 2 character ISO Country Code
- note that Field Identifier: ‘W2-EE-F-COUNTRY’ is used for printing on W2 Form, this identifier can specify to use the NAME or ISO or leave blank
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = ‘NAME’, then the Country Name is printed
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = ‘ISO’, then the ISO Country Code is printed
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = blank, then the IDCO Screen Country Code is printed
188-198 - Wages, Tips and other compensation
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-WAGE’
199-209 - Federal Income Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-TAX’
210-220 - Social Security Wages
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-WAGE’
221-231 - Social Security Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TAX’
232-242 - Medicare Wages & Tips
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-WAGE’
243-253 - Medicare Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-TAX’
254-264 - Social Security Tips
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TIP’
265-275 - Advanced Earned Income Credit
- Derived from IDFDV screen, Field Identifier: ‘W2-EIC’
276-286 - Dependent Care Benefits
- Derived from IDFDV screen, Field Identifier: ‘W2-DEP-CARE’
287-297 - Deferred Compensation contribution to Section 401(k)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-D’
298-308 - Deferred Compensation contribution to Section 403(b)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-E’
309-319 - Deferred Compensation contribution to Section 408(k)(6)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-F’
320-330 - Deferred Compensation contribution to Section 457(b)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-G’
331-341 - Deferred Compensation contribution to Section 501(c)(18)(D)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-H’
342-352 - Military Employees Basic Quarters, Subsistence and Combat Pay
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’
- This field is valid for tax years 1995-2001 only, not used
353-363 - Non-qualified Plan section 457
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-457’
364-374 - Employer Contributions to a Health Savings Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-W’
375-385 - Non-qualified Plan Not section 457
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-N457’
386-396 - Nontaxable Combat Pay
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’
397-407 - blank
408-418 - Employer cost of premiums for Group Term Life insurance over $50000
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-C’
419-429 - Income from Nonstatutory Stock Options
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-V’
430-462 - blank
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’
- 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’
- 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’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
490-512 - blank
!Record Name: Code RO – Employee Wage Record
||Column||Description||Source
1-2 - Record Identifier
- Constant "RO"
3-11 - blank
12-22 - Allocated Tips
- Derived from IDFDV screen, Field Identifier: ‘W2-ALLOC-TIP’
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’
34-44 - Medical Savings Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-R’
45-55 - Simple Retirement Account
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’
56-66 - Qualified Adoption Expenses
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-T’
67-77 - Uncollected SSA tax on Group Ins > 50000
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-M’
78-88 - Uncollected Medicare tax on Group Ins > 50000
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-N’
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:For Puerto Rico employees only
||Column||Description||Source
265 - blank
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 – Supplemental Record
||Column||Description||Source
1-2 - Record Identifier
- Constant "RS"
3-4 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. California is code "06"
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
If the user specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.
Please read document US_Annual_Qtrly_Reporting_XX.doc for the specific State where XX is the State Code.
If the State document does not exist, please read US_Annual_Qtrly_Reporting_GEN.doc for quarterly reporting.
||Column||Description||Source
195-196 - Optional code
- blank
197-202 - Reporting Period MMCCYY
- From user specified Period End Date converted to MMCCYY for the quarter
- e.g. Period End Date = ‘31-Dec-2007’, then reporting period is ‘122007’
203-213 - State Quarterly Unemployment Insurance Total Wages
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
- note that the IDFDV Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Vertex during the US Tax calculation in UPCALC and therefore for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages, therefore RPYEU is using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages
214-224 - State Quarterly Unemployment Insurance Taxable Wages
- this amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government
- please read document US_Annual_Qtrly_Reporting_XX.doc for detail for quarterly reporting
225-226 - Number of Weeks Worked
- From system derived number of Weeks Worked for the Reporting State
- the system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date falls within the user specified Quarter begin and end date
- if the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header Tax Weeks is accumulated
227-234 - Date First Employed MMDDCCYY
- From system derived latest Employment Hired Date
235-242 - Date of Separation MMDDCCYY
- From system derived latest Employment Termination Date that is greater than the Employment Hired Date
243-247 - blank
248-267 - State Employer Account Number
- Derived from IDFDV screen, Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
- When RPYEU is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from IDGV screen for the SUI Registration of the State
268-273 - blank
;Location 274 to 337:Apply to Income Tax Reporting
If the user specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
||Column||Description||Source
274-275 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. California is code "06"
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 - Other State Data, to be defined by each State
State: California
298-302 - State data SUI Tax
- Derived from IDFDV screen, Field Identifier: ‘W2-SUI-TAX-ER’
303-307 - State data SDI Tax
- Derived from IDFDV screen, Field Identifier: ‘W2-SDI-TAX-EE’
308 - Tax Type Code
- this field is used to report County, City or School district tax
- if the County, City or School district requires to report taxes along with the State Tax information, then the following values are used for this field:
C – City Income Tax
D – County Income Tax
E – School District Income Tax
F – Other Income Tax
- the user must set up IDGV screen for the Local or School Registration by County/City or 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 whether the County/City or School should report taxes with the State or not
- 'W2 TAX TYPE CODE' must contain the valid Tax Type Code as defined above
- 'W2 TAXING ENTITY' contains the Taxing Entity code supplied by the County/City or School government booklet
- if County, City or School district tax is reported, this field is derived from IDGV 'W2 TAX TYPE CODE' field
309-319 - Local Taxable Wages
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’
- if County Tax is reported, this field is derived from Identifier
‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’
- if City Tax is reported, this field is derived from :
‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
320-330 - Local Income Tax Withheld
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’
- if County Tax is reported, this field is derived from Identifier
‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’
- if City Tax is reported, this field is derived from :
‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
331-337 - State Control Number (optional)
- 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
||Column||Description||Source
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 Employees Basic Quarters, Subsistence and Combat pay
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Q’, total of all code "RW" records since last "RE" record
- This field is valid for tax years 1995-2001 only, not used
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 Contributions to a Health Savings Account
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-W’, total of all code "RW" records since last "RE" record
265-279 - Non-Qualified Plan Not Section 457
- Derived from IDFDV 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 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 Nonstatutory 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 Section 409A Non-qualified Deferred Compensation Plan
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Y’, total of all code "RW" records since last "RE" record
370-384 - Designated Roth Contributions to 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 Contributions to 403(b) salary reduction agreement
- 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
||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" 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
- 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, … etc Income Tax Withheld
- stored as zeroes
490-512 - blank
!Record Name: Code RV – State Total Record
||Column||Description||Source
1-2 - Record Identifier
- Constant "RV"
3-512 - Supplemental Data (optional)
- To be defined by each State
e.g. State of Maryland uses Code RV record to report MW508 information
!Record Name: Code RF – Final Record
||Column||Description||Source
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
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop