Tools
Rss Categories

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

Views: 32 Created: 2018-11-19 09:09 Last Updated: 2018-11-19 09:10

SYMPTOM

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

RESOLUTION

Procedure 1 (Adding Oregon 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 OR 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 Oregon 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 OR from the State drop down menu. Make note of whether Oregon is listed as the first or second state.
  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.

Taxable Wages subject to Statewide Transit Tax

There are two ways to capture this information:

  • On the W-2 Return Information tab, Box 14 field, enter the label and amount. For example, enter "ORSTTW $12345.67" or "ORSTTW 12345.67".
  • Use one of the customizable amount types (Misc Deduction One – Five). Change the short name to ORSTTW and check the box "Print short name and value in: Box 14". For more information on this, see the How do I customize an amount type? article.

Statewide Transit Tax Withheld

There are two ways to capture this information:

  • On the W-2 Return Information tab, Box 14 field, enter the label and amount. For example, enter "ORSTTT $123.45" or "ORSTTT 123.45".
  • Use one of the customizable amount types (Misc Deduction One – Five). Change the short name to ORSTTT and check the box "Print short name and value in: Box 14". For more information on this, see the How do I customize an amount type? article.

APPLIES TO

·         Current version of Yearli