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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 North Carolina 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 North Carolina 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 Definitiontab must be set up for'State Registration' for State/Province: North Carolina.
• The IDGV Variables tab must be set up for 'State Registration' for State/Province: North Carolina.
• 'W2 STATE MEDIA FILIN'- North Carolina 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 North Carolina only.)

IDGV - State SUI Registration#

• The IDGV Definitiontab must be set up with 'State SUI Registration' for State/Province: North Carolina.
• The IDGV Variables tab must be set up with 'State SUI Registration' for State/Province: North Carolina.
  • 'W2 STATE MEDIA FILING' - Must be '02' to generate UI wage magnetic media file for state of North Carolina.

State File Procedures#

• The 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.
• The State of Montana requires to file the MT state file by itself, therefore IDGV must be set up as follows:
  • for State Registration of Montana, the IDGV Variable:
    • 'W2 STATE MEDIA FILING' 02 - Montana 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 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 Media Magnetic Media Reporting - EFW2 File Format#

Record name

Code RA - Transmitter Record (same as the federal code RA)

Quarterly UI Wage Reporting - ICESA Format#

RPYEU must be run and the following selected to generate Montana state file information:

Media Format:	State SUI File Format
Select State:	Montana, USA

• The state of Montana 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

ICESA for the State of Montana#

• The format details are found at the State of Montana Department of Labor and Industry website.

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Notes#

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STATE FILE PROCEDURES

- The state of North Carolina 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 RE,RW,RS; and for the UI wage reporting: Code ‘E’ and Code ‘S’. - North Carolina state requires to file the NC State file by itself, therefore the user must set up IDGV as follows: - for State Registration of Georgia, 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 north Caolina State file information:

Report List Filters, Select State: - North Carolina, 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 RE - Employer Record

STATE QUARTERLY UI WAGE REPORTING – ICESA format

- The user must run RPYEU and select the following to generate North Carolina State UI Wage file information:

- You must select state North Carolina 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.

Record name: Code E - Employer Record