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!!!Montana Annual and Quarterly Reporting
!!What's New for Tax Year 2011
There are no file format changes in wage reporting for the state of Michigan 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 Michigan 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: Michigan.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Michigan.
*‘W2 STATE MEDIA FILING’- MI state 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 MI only.)
!IDGV - State SUI Registration
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Michigan.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Michigan.
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for state of Michigan.
!!State File Procedures
*The Michigan 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,RW/RO,RS,RT/RU,RF; and for the UI wage reporting: Code E,S,T,Z.
*The State of Michigan requires to file the MI state file by itself, therefore [IDGV] must be set up as follows:
**for State Registration of Michigan, the IDGV Variable:
***‘W2 STATE MEDIA FILING’ 02 – Michigan state requires its own file, do not include other state information in the state file
!Annual W2 Wage Reporting – EFW2 File Format
[RPYEU] must be run and the following selected to generate Michigan state file information:
|Report List Filters, Select State:|Michigan, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2012’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format:| State File Format
The Directory and Media File Name parameters must be populated or an output file will not be produced.
!!State Media Magnetic Media Reporting – EFW2 File Format
;Record name:Code RA - Transmitter Record
!Quarterly UI Wage Reporting – ICESA Format
[RPYEU] must be run and the following selected to generate Michigan state file information:
* The state of Michigan must be selected in the ‘Report List Filters’.
*Annual Form Code – Use the standard supplied form code HL$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 E - Employer Record
!!ICESA for the State of Michigan
* The format details are found at the ....
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![Notes|Edit:Internal.Tax Reporting - MO]
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WHAT’S NEW FOR TAX YEAR 2011
There are no file format changes in wage reporting requirement for tax year 2011 for the state of Montana.
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 Montana 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: Montana
- IDGV Variables Tab must be set up with ‘State Registration’ for State/Province: Montana
‘W2 STATE MEDIA FILING’ - MT state 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 MT only)
IDGV - State SUI Registration
- IDGV Definition Tab must be set up with ‘State SUI Registration’ for State/Province: Montana
- IDGV Variables Tab must be set up with ‘State SUI Registration’ for State/Province: Montana
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of Montana
STATE FILE PROCEDURES
- The state of Montana 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,RW,RS,RT,RF; and for the UI wage reporting: Code A,B,E,S,T,F.
- Montana state requires to file the MT state file by itself, therefore the user must set up IDGV as follows:
- for State Registration of Montana, the IDGV Variable:
‘W2 STATE MEDIA FILING’
02 – 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 Montana state file information:
Report List Filters, Select State: - Montana, 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 (same as the federal code RA)
Quarterly UI Wage Reporting – ICESA format
- The user must run RPYEU and select the following to generate Montana state file information:
Media Format: - State SUI File Format
Select State: - Montana, USA
- The “Quarterly Form Code” must be entered in order to produce the UI Wage file in the ICESA format.
- You must select state Montana 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-2012.
- 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
(Please note that the following ‘Not Required’ fields may or may not always contain BLANKS).
Note: Columns with MT indicates it is a Montana specific requirement which is not the standard record format
Record name: Code A - Transmitter Record