Wiki: W 2_YEAR_END

Government Websites#

http://www.ssa.gov/employer/pub.htm

http://www.irs.gov/pub/irs-pdf/fw2.pdf

http://www.irs.gov/pub/irs-pdf/iw2w3.pdf

W2 Forms#

2-on-a-page Form	Layout has no change.
4 Corners Form	Layout has no change.
4-on-a-page Form	Layout has no change.

Important: For Oracle reports, RPW2/RP1099R must be run and the report sent to the PDF file instead of to the previewer. RPW2/RP1099R aligns the W2/1099R government forms in PDF format and allows the user to adjust the parameters of 'Adjust Top Margin' and ‘Between Form Space’ fields when generating the PDF file. Once the PDF file is generated, the Page set up does not need to be adjusted when printing.

For Windward report, RPW2 supports the 2-on-a-page form only.

EFW2 File#

The following fields have been added/changed for the 2013 reporting.

Section 4.5 RA Record - Submitter Record: : New specifications have been added to the ‘Contact E-Mail/Internet’ (positions 446-485) field.
Section 4.6 RE Record – Employer Record: The ‘Other EIN’ (positions 31-39) is now applicable to all tax jurisdiction codes.
Section 4.6 RE Record – Employer Record: Five new fields have been added to the RE Employer Record (position 222-218)
o Employer Contact Name (positions 222-248)
o Employer Contact Phone Number (positions 249-263)
o Employer Contact Phone Extension (positions 264-268)
o Employer Contact Fax Number (positions 269-278)
o Employer Contact E-Mail/Internet (positions 279-318)

IDFD Changes#

For 2013-2014 reporting, IDFD Form Code ‘HL$US-W2-2014’ is used.

IDFD – Store Option#

For 2013-2014 reporting, IDFD Form Code ‘HL$US-W2-2014’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for RPYEU to store the Employer Name / Addresses, Employee Name / Addresses in the Government Remittance tables. Important:RPYEU must be run with the new IDFD Form Code ‘HL$US-W2-2014’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Names / Addresses and the Amounts in the Government Remittance Tables.

Any prior year’s Form Codes do not supply this option and therefore will not turn on the Store feature for RPYEU.

RPYEU – New Capabilities#

Since 2010 tax year reporting, RPYEU has the following new capabilities:

RPYEU now stores the Employer Name / Addresses, Employee Name / Addresses and the Amounts in the following Government Remittance Tables for historical reference purposes: P2K_PR_GVT_RUNS (pgr), P2K_PR_GVT_HEADERS (pgh), P2K_PR_GVT_AMOUNTS (pga)
After RPYEU is run, any release of 3.05.03 or above, will allow you to view the results on IPGR and IPGH.
Each RPYEU generates a GVT Run number to be viewed on IPGR. UPGRUNDO can be run to undo the GVT Run.
RPYEU parameter ‘Sort by Active/Inactive’ has been enhanced from a X_YES_NO toggle to use the lexicon value X_W2_SORT_ACTIVE.
This allows sorting of terminated employees to be before or after the ‘Sort Level’ that is defined in the prompt. Read the RPYEU Sort Level section below.
W2 Form (2-on-a-page) Box D - Control Number field size has lots of space, allowing more information to be printed.
Box D is derived from the IDFDV Field Identifier - W2-CONTROL-PRT; value 3 to 6 are added as below.

W2-CONTROL-PRT: Specifies 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’ prompt
3	Print W2-CONTROL-NUM Identifier and Person Code
4	Print ‘Sort Level By’ prompt and Person Code
5	Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier
6	Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code

RPW2 – capabilities (Oracle Report Only)#

Since 2010-tax year reporting, RPW2 has the following capabilities in the Oracle version report (but not the Windward version).

There are different copies of the W2 form that can be distributed to the employees and sent to the government: Copy A, 1, B, C, 2, D.
RPW2 provides options to print different copies of the W2 forms and the Employee Instructions on the back.
There is an option to either print the W2 forms on the pre-printed W2 forms or to show Copy A, 1, B, C, 2, D of the W2 forms for printing.
W2 Form Copy A, 1, B, C, 2, D and instructions are taken directly from the government link above, however, it is the user’s responsibility to ensure these Employee copies are acceptable by the government as substitute for the pre-printed forms prior to distributing to the employees.