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

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W2_EFW2_RECORD_RE

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At line 1 changed one line
!State Media Magnetic Media Reporting - SSA EFW2 File Format for Annual and Quarterly Reporting
The EFW2 Format (Record RE) for 2016 Annual and 2016-2017 Quarterly Reporting
At line 3 removed one line
!!Record Name: Code RE - Employer Record
At line 6 changed 29 lines
|3-6|Tax year|Required. \\ Enter the tax year for this report (YYYY). \\ Derived from the user defined FROM-TO period, converted to YYYY.
|7|Agent Indicator Code|If applicable, enter one of the following codes:\\* 1 = 2678 Agent \\* 2 = Common Paymaster \\* 3 = 3504 Agent\\If more than one code applies, use the one that best describes your status as an agent.\\Otherwise, fill with a blank.
|8-16|Employer/Agent EIN|Required. \\ Derived from the applicable Federal reporting EIN, from [IDGV] or [IDGR].
|17-25|Agent for EIN|If "1" was entered in the Agent Indicator Code field (position 7), enter the client-employer's EIN for which you are an Agent. Otherwise, fill with blanks.
|26|Terminating Business Indicator|If this is the last tax year that W-2s will be filed under this EIN, enter "1". Otherwise, enter 0 (zero).
|27-30|Establishment Number|For multiple RE (Employer) Records with the same EIN, you can use this field to assign a unique identifier for each RE (Employer) Record. Otherwise, fill with blanks.
|31-39|Other EIN|For this tax year, if you submitted tax payments to the IRS under Form 941, 943, 944, CT-1 or Schedule H or W2 data to SSA, and a different EIN was used from the EIN in positions 8-16, enter the other EIN. Otherwise, fill with blanks.
__IMPORTANT NOTE:__ The Employer's Name field (positions 40-96) and the Employer's Address fields (positions 97-173) should normally match the employer name and address under which tax payments were submitted to the IRS under Form 941, 943, 944, 945, CT-1 or Schedule H.
|40-96|Employer Name|Required. \\ Enter the name associated with the EIN entered in positions 8 - 16. \\Left justify and fill with blanks. \\Derived from the 'W2-ER-NAME' [IDFDV] Field Identifier (seq 2010).
|97-118|Employer Location Address|Enter the employer's location address (Attention, Suite, Room Number, etc.) \\Left justify and fill with blanks. \\Derived from the 'W2-ER-LOCN-ADDR' [IDFDV] Field Identifier (seq 2020).
|119-140|Employer Delivery Address|Enter the employer's delivery address (Street or Post Office Box). \\Left justify and fill with blanks. \\Derived from the 'W2-ER-DELIV-ADDR' [IDFDV] Field Identifier (seq 2030).
|141-162|Employer City|Enter the employer's city. \\Left justify and fill with blanks. \\Derived from the 'W2-ER-CITY' [IDFDV] Field Identifier (seq 2040).
|163-164|Employer State Abbreviation|Enter the employer's State or commonwealth/territory. Use a postal abbreviation. \\For a foreign address, fill with blanks. \\Derived from the 'W2-ER-STATE' [IDFDV] Field Identifier (seq 2050).
|165-169|Employer ZIP Code|Enter the employer's ZIP Code. \\For a foreign address, fill with blanks. \\Derived from the 'W2-ER-ZIP' [IDFDV] Field Identifier (seq 2060).
|170-173|Employer ZIP Code Extension|Enter the employer's four-digit extension of the ZIP code. If not applicable, fill with blanks. \\Derived from the 'W2-ER-ZIP-EXT' [IDFDV] Field Identifier (seq 2070).
|174|Kind of Employer|Required. \\ Enter the appropriate kind of employer: \\ \\* F = Federal Government \\* State/local non-501c \\* T = 501c non-government \\* Y = State/local 501c \\* N = None apply \\ \\ __NOTE: Leave blank if the tax jurisdiction Code in position 220 of the RE (Employer) Records is "P" (Puerto Rico).__ \\
|175-178|Blank|Fill with blanks. Reserved for SSA use.
|179-201|Foreign State/Province|If applicable, enter the employer's foreign State/Province. \\ Left justify and fill with blanks. Otherwise, fill with blanks.
|202-216|Foreign Postal Code|If applicable, enter the company's foreign postal code. Left justify and fill with blanks. Otherwise, fill with blanks.
|217-218|Country Code|If one of the following applies, fill with blanks: \\ \\* One of the 50 States of the U.S.A. \\* District of Columbia \\* Military Post Office (MPO) \\* American Samoa \\* Guam \\* Northern Mariana Islands \\* Puerto Rico \\* Virgin Islands \\ \\Otherwise, enter the applicable Country Code.
|219|Employment Code|Required. \\ Enter the appropriate employment code: \\ \\* A = Agriculture (Form 943)\\* H = Household (Schedule H)\\* M = Military (Form 941) \\* Q = Medicare Qualified Government Employment (Form 941)\\* X = Railroad (CT-1) \\* F = Regular (Form 944)\\* R = Regular (all others) (Form 941). \\ NOTE: Railroad reporting is not applicable for Puerto Rico and territorial employers.
|220|Tax Jurisdiction Code|Required. \\ Enter the code that identifies the type of income tax withheld from the employee's earnings: \\ \\* Blank (W-2) \\* V = Virgin Islands (W-2VI) \\* G = Guam (W-2GU) \\* S = American Samoa (W-2AS) \\* N = Northern Mariana Islands (W-2CM) \\* P = Puerto Rico (W-2PR/499R-2)
|221|Third Party Sick Pay Indicator|Enter "1" for a sick pay indicator. Otherwise, enter "0" (zero).
|222-248|Employer Contact Name|Enter the name of the employer's contact. \\Left justify and fill with blanks.
|249-263|Employer Contact Phone Number|Enter the employer's contact telephone number with numeric values only (including area code). Do not use any special characters.\\Left justify and fill with blanks.
|264-268|Employer Contact Phone Extension|Enter the employer's contact telephone extension with numeric values only. Do not use any special characters. \\ Left justify and fill with blanks.
|269-278|Employer Contact Fax Number|If applicable, enter the employer's contact fax number with numeric values only (including area code). Do not use any special characters. \\Otherwise, fill with blanks. \\ __ For US and US Territories only __
|279-318|Employer Contact E-Mail/Internet|Enter the employer's contact e-mail/internet address.
|319-512|Blank|Fill with blanks. Reserved for SSA use.
|3-6|Tax year CCYY|From user specified FROM-TO period converted to CCYY
|7|Agent Indicator Code|Derived from [IDFDV], Field Identifier: ‘W2-ER-AGENT-IND’
|8-16|Employer/Agent EIN|System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]\\ \\If on [RPYEU] selection screen the ‘Combined Fed Regist#’ toggle is ‘checked’, then this Employer/Agent EIN is retrieved from [IDFDV], Field Identifier: ‘W2-ER-EIN’, otherwise the EIN is derived for every Code RE record
|17-25|Agent for EIN|Derived from [IDFDV], Field Identifier: ‘W2-ER-FOR-EIN’
|26|Terminating Business Indicator|Derived from [IDFDV], Field Identifier: ‘W2-ER-TERM-BUS’
|27-30|Establishment Number|Derived from [IDFDV], Field Identifier: ‘W2-ER-ESTAB’
|31-39|Other EIN|Derived from [IDFDV], Field Identifier: ‘W2-ER-OTHER-EIN’
|40-96|Employer Name|Derived from [IDFDV], Field Identifier: ‘W2-ER-NAME’
|97-118|Employer Location Address|Derived from [IDFDV], Field Identifier: ‘W2-ER-LOCN-ADDR’
|119-140|Employer Delivery Address|Derived from [IDFDV], Field Identifier: ‘W2-ER-DELIV-ADDR’
|141-162|Employer City|Derived from [IDFDV], Field Identifier: ‘W2-ER-CITY’
|163-164|Employer State Abbreviation|Derived from [IDFDV], Field Identifier: ‘W2-ER-STATE’
|165-169|Employer ZIP Code|Derived from [IDFDV], Field Identifier: ‘W2-ER-ZIP’
|170-173|Employer ZIP Code Extension|Derived from [IDFDV], Field Identifier: ‘W2-ER-ZIP-EXT’
|174-174|Kind of Employer|Derived from [IDFDV], Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
|175-178|Blank|
|179-201|Employer Foreign State/Province|Derived from [IDFDV], Field Identifier: ‘W2-ER-F-STATE’
|202-216|Employer Foreign Postal Code|Derived from [IDFDV], Field Identifier: ‘W2-ER-F-POSTAL’
|217-218|Employer Country Code|Derived from [IDFDV], 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] UDF ‘ISO COUNTRY CODE’ with the two 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] 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 Registration|IDGR#RegistrationsTab] tab ‘W2 Emp Type’.\\ \\A set of code RE, RW/RO/RS, RT/RU records will be generated for different types of employment.
|220|Tax Jurisdiction Code|Derived from [IDFDV], Field Identifier: ‘W2-ER-TAX-JURIS’
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV], Field Identifier: ‘SUB-3RD-PARTY-SICK’
|222-248|Employer Contact Name|Derived from [IDFDV], Field Identifier: ‘W2-ER-CTAC-NAME’
|249-263|Employer Contact Phone|Derived from [IDFDV], Field Identifier: ‘W2-ER-CTAC-PHONE’
|264-268|Employer Contact Extension|Derived from [IDFDV], Field Identifier: ‘W2-ER-CTAC-EXT’
|269-278|Employer Contact FAX|Derived from [IDFDV], Field Identifier: ‘W2-ER-CTAC-FAX’
|279-318|Employer Contact EMAIL|Derived from [IDFDV], Field Identifier: ‘W2-ER-CTAC-EMAIL’
|319-512|Blank|
This page (revision-20) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop