Wiki: W 2_PROCESS_W 2_WAGE_FORM

The following W-2 WAGE FORM DESCRIPTIONS should be read and the "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

SEQ #	Field Identifier	Suggested Field Variable
2500	W2-EE-SSN	EID.GOVERNMENT_CODE

Box B - Employer's Identification Number Assigned by IRS #

Derived from IDFDV handles multiple government registrations

SEQ #	Field Identifier	Suggested Field Variable
2000	W2-ER-EIN	DGV.GOVT_REGIST_NUMBER

Box C - Employer's Name, Address and ZIP Code #

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
2010	W2-ER-NAME	DED.ENTITY_NAME
2020	W2-ER-LOCN-ADDR	MAIL
2030	W2-ER-DELIV-ADDR	Blank
2040	W2-ER-CITY	Blank
2050	W2-ER-STATE	Blank
2060	W2-ER-ZIP	Blank
2070	W2-ER-ZIP-EXT	Blank

The City State ZIP print format will conform 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

SEQ #	Field Identifier	Suggested Field Variable
2100	W2-ER-COUNTRY	If W2-ER-COUNTRY=USA, this field is left Blank, otherwise, W2-ER-COUNTRY will be retrieved from IDCO UDF ‘ISO COUNTRY CODE’.

Please note: W2-ER-F-COUNTRY Field Identifier is defined for printing on W2 Form and EFW2 file. This identifier can be defined as follows:

If Field Identifier: W2-ER-F-COUNTRY = NAME, the Country Name is printed
If Field Identifier: W2-ER-F-COUNTRY = ISO, the ISO Country Code is printed from IDCO UDF
If Field Identifier: W2-ER-F-COUNTRY = Blank, the default IDCO Country Code is printed

Box D - Control Number#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
2800	W2-CONTROL-PRT	Defines 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’ field 3 - Print W2-CONTROL-NUM Identifier and Person Code 4 - Print ‘Sort Level By’ field and Person Code 5 - Print ‘Sort Level By’ field and W2-CONTROL-NUM Identifier 6 - Print ‘Sort Level By’ field and W2-CONTROL-NUM Identifier and Person Code. If the ‘W2-CONTROL-PRT’ value is defined, then the value of ‘W2-CONTROL-NUM’ is printed on W2 Form Control Number field.
2810	W2-CONTROL-NUM	Control Number on Form. Can contain a Data Base Column. Enter your company data, such as EID.PERSON_CODE

Box E - Employee's Name (First, Middle, Last) #

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
2510	W2-EE-FIRST-NAME	EID.FIRST_NAME
2520	W2-EE-MIDDLE	EID.MIDDLE_NAME
2530	W2-EE-LAST-NAME	EID.LAST_NAME
2540	W2-EE-SUFFIX	EID.RANK’ derivation expression: Decode(~,'01','JR','02','SR',NULL)

Box F - Employee's Address and ZIP Code #

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
2600	W2-EE-LOCN-ADDR	Blank or constant MAIL
2610	W2-EE-DELIV-ADDR	Blank
2620	W2-EE-CITY	Blank
2630	W2-EE-STATE	Blank
2640	W2-EE-ZIP	Blank
2650	W2-EE-ZIP-EXT	Blank

The City State ZIP print format will conform 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

SEQ #	Field Identifier	Suggested Field Variable
2680	W2-EE-COUNTRY	If W2-EE-COUNTRY = USA, then this field is left Blank, otherwise, W2-EE-COUNTRY will be retrieved from IDCO UDF ‘ISO COUNTRY CODE’.

Please note: W2-EE-COUNTRY Field Identifier is used for printing on W2 Form and EFW2 file. This identifier can be defined as follows:

If Field Identifier: W2-EE-COUNTRY = NAME, the Country Name is printed
If Field Identifier: W2-EE-COUNTRY = ISO, the ISO Country Code is printed from IDCO UDF
If Field Identifier: W2-EE-COUNTRY = Blank, the default IDCO Country Code is printed

Box 1 - Wages, Tips, Other Compensation #

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3000	W2-FIT-WAGE	W2-BOX-01

This is the taxable earnings applicable for federal income tax withheld.
If an element that derives the wages, such as Regular Earnings, O/T earnings etc., is defined, the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
If an element from the Federal Earning Pay Components after the Symmetry calculation is defined, this element should contain the Federal Earnings Pay Component and Federal Supplemental Earnings Pay Component.

Box 2 - Federal Income Tax Withheld#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3010	W2-FIT-TAX	W2-BOX-02

Box 3 - Total Social Security Wages#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3020	W2-SSN-WAGE	W2-BOX-03

The total of Box 3 and 7 cannot exceed the annual maximum social security wage base defined 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 the ‘US FICA Registration’ Registration Type or the ‘Govt Rate Type’ defined as ‘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

SEQ #	Field Identifier	Suggested Field Variable
3030	W2-SSN-TAX	W2-BOX-04

Box 5 - Medicare Wages and Tips#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3040	W2-MEDI-WAGE	W2-BOX-05

Box 6 - Medicare Tax Withheld#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3050	W2-MEDI-TAX	W2-BOX-06

Box 7 - Social Security Tips#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3060	W2-SSN-TIP	W2-BOX-07

Box 8 - Allocated Tips#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3070	W2-ALLOC-TIP	W2-BOX-08

Box 9#

Deleted

Box 10 - Dependent Care Benefits#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3090	W2-DEP-CARE	W2-BOX-10

Box 11 - Nonqualified Plans#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
3100	W2-NQUAL	W2-BOX-11

The value for W2-NQUAL should include the amounts for Identifiers W2-NQUAL-457 and W2-NQUAL-N457
The Magnetic Media file will report the 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

SEQ #	Field Identifier
4000 - 4030	W2-CODE-A	W2-CODE-B	W2-CODE-C	W2-CODE-D
4040 - 4070	W2-CODE-E	W2-CODE-F	W2-CODE-G	W2-CODE-H
4080 - 4110	W2-CODE-J	W2-CODE-K	W2-CODE-L	W2-CODE-M
4120 - 4150	W2-CODE-N	W2-CODE-P	W2-CODE-Q	W2-CODE-R
4160 - 4190	W2-CODE-S	W2-CODE-T	W2-CODE-V	W2-CODE-W
4200 - 4230	W2-CODE-Y	W2-CODE-Z	W2-CODE-AA	W2-CODE-BB
4240 - 4270	W2-CODE-CC	W2-CODE-DD	W2-CODE-EE	W2-CODE-FF
4280 - 4290	W2-CODE-GG	W2-CODE-HH

Up to four lines can be printed per W2 form
If more than four lines are required for one employee, subsequent W2 forms are generated
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 W2 Box 12
When the value of the IDFDV Field Variable is greater than zero, the W2 code and the value of content is printed

Box 13 - Check the Boxes that Apply:#

Statutory Employee

SEQ #	Field Identifier	Suggested Field Variable
4240 - 4270	W2-CODE-CC	W2-CODE-DD	W2-CODE-EE	W2-CODE-FF	W2-STAT-EE	If the amount is greater than zero, then this box is checked

Retirement Plan

SEQ #	Field Identifier	Suggested Field Variable
6020	W2-RETIRE-PLAN	If the amount is greater than zero, then this box is checked

Third-party Sick Pay

SEQ #	Field Identifier	Suggested Field Variable
6060	W2-3PARTY-SICK	If the amount is greater than zero, then this box is checked

Box 14 - Other#

Derived from IDFDV

SEQ #	Field Identifier	Suggested Field Variable
5000 - 5190	W2-OTHER-01, W2-OTHER-02, ... up to W2-OTHER-20
6500	W2-SCHL-WAGE for school district taxable wages
6510	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, subsequent W2 forms are generated.
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 W2 Box 14.
When the value of the content field is greater than 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:
- SCHL 02307 WAGE: 1484.00 - SCHL 02307 TAX: 14.84
The IDFDV W2-SCHL-TAX entry should define an element that contains all the school district tax pay components, such as 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 define an element that contains all the school district wages pay components, such as 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
7000	W2-STATE-CODE	DSP.STATE_PROVINCE_CODE

The W2 Print Programs will print the proper STATE_PROVINCE_CODE according to YTD State information

Employer's State I.D. Number

SEQ #	Field Identifier	Suggested Field Variable
7010	W2-STATE-REGIST	DGV.GOVT_REGIST_NUMBER

The W2 Print Programs will print the GOVT_REGIST_NUMBER of the proper STATE_PROVINCE_CODE according to YTD State information.
IDGV must have the ‘State Registration’ defined in order for the State to be reported.

Box 16 - State Wages, Tips, etc.#

SEQ #	Field Identifier	Suggested Field Variable
7020	W2-ST-WAGE-HOME	W2-BOX-16-H
7030	W2-ST-WAGE-WORK	W2-BOX-16-W

These are the taxable earnings that are applicable for the State income tax withheld.
If an element that derives the State wages, such as Regular Earnings, O/T earnings etc., is defined, the element should contain all taxable earnings, less exemptions such as 401K, 125 plans etc.
If an element from State Earning Pay Components after Symmetry calculation is defined, this element should contain the State Earnings Pay Component and the State Supplemental Earnings Pay Component, if these pay components are defined.
Symmetry 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 they are from Work or Residence state.
The system will retrieve the correct Work State wages according to the YTD WORK GEO code and the correct Residence State wages according to the YTD RES GEO code and reports these as State wages only.
- The IDFDV W2-ST-WAGE-WORK Field Identifier is defined to set up the WORK State wage information. This should include all State wages pay components that are applicable to the Work State Tax calculation, such as PC 6301 Work State Earnings and PC 6302 Work State Supplemental Earnings.
- IDFDV W2-ST-WAGE-HOME Field Identifier 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, such as PC 6401 Home State Earnings and 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 Identifier does not need to be set up. The W2-ST-WAGE-HOME Identifier is optional and will be used only when an employee has Residence State tax applicable to the State.

Box 17 - State Income Tax#

SEQ #	Field Identifier	Suggested Field Variable
7040	W2-ST-TAX-HOME	W2-BOX-17-H
7050	W2-ST-TAX-WORK	W2-BOX-17-W

If an element from State Tax Pay Components is defined after the Symmetry 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.
Symmetry State tax calculation differentiates State taxes withheld by the Work State tax and the 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 correct Residence State tax according to the YTD RES GEO code and report these as State tax only.
- IDFDV W2-ST-TAX-WORK Field Identifier 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, such as PC 6311 Work State Tax, PC 6312 Work State Supplemental Tax and 6313 Work State Additional Tax.
- IDFDV W2-ST-TAX-HOME Field Identifier 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, such as PC 6411 Home State Tax, PC 6412 Home State Supplemental Tax and 6413 Home State Additional Tax
If the State tax has never been withheld according to the Residence State, then the IDFDV W2-ST-TAX-HOME Identifier does not need to be set up. The W2-ST-TAX-HOME Identifier is optional and will be used only when an employee has Residence State tax applicable to the state.

Box 18 - Local wages, Tips, etc.#

SEQ #	Field Identifier	Suggested Field Variable
8010	W2-CN-WAGE-HOME	W2-BOX-18-CN-H
8020	W2-CN-WAGE-WORK	W2-BOX-18-CN-W
8510	W2-CI-WAGE-HOME	W2-BOX-18-CI-H
8520	W2-CI-WAGE-WORK	W2-BOX-18-CI-W

These are the taxable earnings applicable for County or City tax withheld.
If an element is defined that derives the County or City wages, such as Regular Earnings, O/T earnings, etc., the element should contain all taxable earnings, less exemptions, such as 401K, 125 plans etc.
Symmetry County or City tax calculation differentiates wages by the Work Local wage and the Residence Local wage.
W2 only requires to report Local wages by Local name, regardless if it is from the Work or Residence local.
The system will retrieve the correct Work Local wages according to the YTD WORK GEO code and the correct Residence Local wages according to the YTD RES GEO code and report these as Local wages only.
- IDFDV W2-CI-WAGE-WORK Field Identifier 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, such as PC 6905 Work City Earnings and PC 6906 Work City Supplemental Earnings.
- IDFDV W2-CN-WAGE-WORK Field Identifier 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, such as PC 6805 Work County Earnings and PC 6806 Work County Supplemental Earnings.
- IDFDV W2-CI-WAGE-HOME Field Identifier 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, such as PC 6925 Residence City Earnings and PC 6926 Residence City Supplemental Earnings.
- IDFDV W2-CN-WAGE-HOME Field Identifier 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, such as PC 6825 Residence County Earnings and PC 6826 Residence County Supplemental Earnings.

Box 19 - Local Income Tax#

SEQ #	Field Identifier	Suggested Field Variable
8030	W2-CN-TAX-HOME	W2-BOX-19-CN-H
8040	W2-CN-TAX-WORK	W2-BOX-19-CN-W
8530	W2-CI-TAX-HOME	W2-BOX-19-CI-H
8540	W2-CI-TAX-WORK	W2-BOX-19-CI-W

Symmetry County or City tax calculation differentiates City/County tax by the Work Local tax and the Residence Local tax.
W2 only requires to report Local income tax by Local name, regardless if it is from the Work or the Residence Local.
The system will retrieve the correct 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 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, such as PC 6901 Work City Tax and PC 6902 Work City Supplemental Tax.
- IDFDV W2-CN-TAX -WORK Field Identifier 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, such as PC 6801 Work County Tax and PC 6802 Work County Supplemental Tax.
- IDFDV W2-CI-TAX -HOME Field Identifier 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, such as PC 6921 Residence City Tax and PC 6922 Residence City Supplemental Tax.
- IDFDV W2-CN-TAX -HOME Field Identifier 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, such as PC 6821 Residence County Tax and PC 6822 Residence County Supplemental Tax.

For California SDI reporting, there are two options to print on W2 forms:

For California: if IDFDV W2-SDI-TAX-EE Identifier Seq 7260 is greater than, Box 19 will print the employee SDI contribution and Box 20 will print the description ‘CASDI’. This option is only available for the ORACLE Version (RPW2) of the W2 forms.
For California: if IDFDV W2-SDI-TAX-EE Identifier Seq 7260 is not defined, users can set up Box 14 to print ‘CASDI’ and the SDI amount.

Box 20 - Locality Name#

SEQ #	Field Identifier	Suggested Field Variable
8000	W2-CNTY-NAME	DCN.COUNTY_NAME
8500	W2-CITY-NAME	DTX.JURISDICTION_NAME

The W2 Print Programs will print the correct DTX.JURISDICTION_NAME according to YTD GEO information.
If County tax is reported, the County name is retrieved from IDCN with GEO code = ‘xx-xxx-0000’. Example: In Indiana, GEO code 15-097-0670 is for the city of Indianapolis, use County Code 15-097-0000 to retrieve the County name of Marion for reporting.
If the City tax is reported, the City name is retrieved from IDTX with the GEO code.
On IDGV the ‘Local Registration’ for a County or City must be defined in order for the County or City tax to be reported.