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How do I add state information to a W-2 form?

Views: 984 Created: 2017-05-05 08:06 Last Updated: 2018-07-16 13:26

SYMPTOM

How do I add state information to a W-2 form?

RESOLUTION

Procedure 1 (Adding state information to a W-2)

  1. Click on the Payer List button.
  2. Choose the payer.
  3. Click on the Payer State Info button.
  4. Click Add
  5. Choose the applicable state from the State drop down menu.
  6. Enter the applicable state information. The State ID for W-2 will flow to W-2 forms when the state is chosen on the W-2.
  7. Click Save.
  8. Click OK.
  9. Double click on the payer name.
  10. Choose the recipient to add state information to. If the recipient does not yet exist, create the recipient by clicking Add Recipient.
  11. Double click on the W-2 in the Form List. If the W-2 does not yet exist, click Add Form.
  12. Navigate to the Return Information tab in the W-2 data entry screen.
  13. Choose the applicable state(s) from the State drop down menu(s). Make note of which state is entered first and which state is entered second.
  14. If the Data Entry Method is set to Year-End:
    1. Click on the Dollar Amounts tab and enter the applicable state information. State One Wages and State One Withheld will refer to the state listed first in the Return Information tab. State Two Wages and State Two Withheld will refer to the second state.
    2. Click Save.
    3. Click OK.
  15. If the Data Entry Method is set to Quarterly:
    1. Click Save on the W-2 data entry screen.
    2. Click OK.
    3. Click the Add Transaction link to create a new transaction.
    4. Enter the applicable state information. State One Wages and State One Withheld will refer to the state listed first in the Return Information tab on the W-2. State Two Wages and State Two Withheld will refer to the second state.
    5. Click Save.
    6. Click OK.
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