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!!!Illinois Annual and Quarterly Reporting
!!What's New for Tax Year 2011
The following changes have been noted for reporting W2 wages to the Federal Government:
*(W2 Form) The ‘Advance Earned Income Credit Payment’ is eliminated for tax year beginning after December 31, 2010. Box 9, Advance EIC payments, has been deleted from the 2011 Form W2.
*(W2 Form) Code DD is added to box 12 of the 2011 form W2 to report the cost of employer-sponsored health coverage. However, this reporting will not be mandatory for 2011.
*(W2 Form) Code EE, Designated Roth contributions under a government section 457(b) plan, has been added to the list of codes in box 12 of Form W2.
*(W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
*(W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
*(W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
WHAT’S NEW IN WAGE REPORTING FOR TAX YEAR 2011
There are no file format changes in wage reporting for the state of Massachusetts in tax year 2011.
However, the following file format changes in the standard EFW2 file are noted in the SSA bulletin which may affect clients using the standard EFW2 format to report wages to the state
- (W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
-
- (W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
-
- (W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
!!Set Up
This document contains abbreviated set up requirement for the state of Illinois only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
!IDGV - State Registration
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Illinois
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Illinois
**‘W2 STATE MEDIA FILING’ - The State of Illinois accepts W2 wage report with federal and other state information, therefore, the Media Filing variable can be set to ‘01’, which will include state information in the Federal File. (However it must be set to ‘02’ if a W2 magnetic media file is required for the state of Illinois only)
!IDGV - State SUI Registration
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Illinois
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Illinois
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate Quarterly UI wage magnetic media file for state of Illinois
*For every quarter, the [IDGV Variables|IDGV#VariablesTab] tab amounts must be reviewed for all the QTR amounts to reflect the current reporting quarter’s correct amounts.
*The [IDGV] QTR amounts are reported on [ICESA] code T Total record.
*The IDGV Govt Rate Type ‘US SUI ER Rate’ may need to be set up if Code T ‘US Tax Rate’ is reported. Please read [ICESA] Code T record for detail.
!IDLN – Location Plant Code
*If the Location Plant code needs to be reported on the [ICESA] code S record, the user can set up the Location Plant code can be set up on the [IDLN]screen User Defined field.
When [RPYEU] is run the first time, this UDF will be generated on [IMUF] for [P2K_CM_LOCATIONS] ‘LOCATION PLANT CODE’; this does not be set up manually.
!!State File Procedures
*The Illinois Department of Revenue accepts magnetic media filing of State W2 wage information using the EFW2 file format (required records are RA,RE,RW,RS,RT,RV and RF), and the Quarterly UI wages via magnetic media using the ICESA format.
*When using the EFW2 file format to file for the state of Illinois, the [IDGV] must be set up as follows:
**for State Registration of Illinois, the [IDGV Variables|IDGV#VariablesTab]:
***‘W2 STATE MEDIA FILING’ 01 – State requires media file in SSA format, which includes the ‘RW’,’RO’,’RU’ record types.
!Annual W2 Wage Reporting – EFW2 File Format
[RPYEU] must be run and the following selected to generate Illinois state file information:
|Report List Filters, Select State:|Illinois, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2012’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format:|Federal File Format
The Directory and Media File Name parameters must be populated or an output file will not be produced.\\ \\
Media Format: Use ‘Federal File Format’ (in combination of the state selection of ‘Illinois’) to produce an EFW2 file for the state of Illinois that includes ‘RW’,’RO’,’RU’ records.
!!State Media Magnetic Media Reporting – EFW2 File Format
;Record name: Header Record – Must be the first record in the EFW2 file
!Quarterly UI Wage Reporting – ICESA format
[RPYEU] must be run and the following selected to generate Illinois state file information:
*The state of Illinois must be selected in the ‘Report List Filters’.
*Annual Form Code – Use the standard supplied form code HL$US-W2-2012. The Variables need to be entered in this form code for specific use in the installation.
*The ‘Quarterly Form Code’ must be entered in order to produce the UI wage file in [ICESA] format.
*Use the supplied form code ‘HL$US-QTR-2012’. The Variables need to be entered in this form code for specific use in the installation.
*Period Type:Quarter
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2011
*Media File Type:State SUI File Format\\ \\
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
!!Quarterly UI Wage Magnetic Media Reporting - ICESA Format
Record name: Code A – Transmitter Record
%%information Note: Numeric fields are zero filled and right justified. Alphanumeric fields are filled with spaces.%%
!!ICESA for the State of Illinois
* The format details are found at the [Illinois Department of Employment Security|http://www.ides.illinois.gov/Custom/Library/publications/Publications/FileFormatGuide_pdf.pdf]
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![Notes|Edit:Internal.Tax Reporting - MA]
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SET UP
- This document contains abbreviated set up requirement for the state of Massachusetts only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.
IDGV - State Registration
- IDGV Definition Tab must be set up with ‘State Registration’ for State/Province: Massachusetts
- IDGV Variables Tab must be set up with ‘State Registration’ for State/Province: Massachusetts
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate MA state magnetic media file for MA state only
IDGV - State SUI Registration
- IDGV Definition Tab must be set up with ‘State SUI Registration’ for State/Province: Massachusetts
- IDGV Variables Tab must be set up with ‘SUI Registration’ for State/Province: Massachusetts
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of Massachusetts.
STATE FILE PROCEDURES
- The state of Massachusetts Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format, and the filing of Quarterly UI wages via magnetic media using the ICESA format.
- Records required for the W2 reporting are: Codes RA,RE,RS,RT; and for the UI wage reporting: Codes S.
- state of Massachusetts requires to file the MA state file by itself, therefore the user must set up IDGV as follows:
- for State Registration of Massachusetts, the IDGV Variable:
‘W2 STATE MEDIA FILING’
02 – Massachusetts state requires its own file, do not include other state information in the state file
ANNUAL W2 WAGE REPORTING – EFW2 format
- The user must run RPYEU and select the following to generate Massachusetts state file information:
Report List Filters, Select State: - Massachusetts, USA
Parameters, Annual Form Code: - (example: use standard form code‘HL$US-W2-2012’)
Parameters, Period Type: - Year
Parameters, Period End Date: - Year End Date (i.e. 31-Dec-2011)
Parameters, Media Format: - State File Format
The Directory and Media File Name parameters must be populated or an output file will not be produced.
STATE MAGNETIC MEDIA REPORTING – EFW2 Format
Record name: Code RA - Transmitter Record
State Quarterly UI Wage Reporting – ICESA format
- The user must run RPYEU and select the following to generate Massachusetts state file information:
The state of Massachusetts only reads the ‘S’ record in UI Wage Reporting.
- You must select state MASSACHUSETTS in the ‘Report List Filters’.
- Annual Form Code’ – use the standard HighLine supplied form code HL$US-W2-2012. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation.
- The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in ICESA format. – use the HighLine supplied Form Code ‘HL$US-QTR-2012’.. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation.
- Period Type: Quarter.
- Period End Date: Enter the quarter end date, i.e. 30-Jun-2011.
- Media File Type: State SUI File Format.
- If the Directory Name/Media File Name is not supplied, an output file will not be produced.
QUARTERLY UI Wage MAGNETIC MEDIA REPORTING – ICESA format