W-2 Capture F/M (PRF810)

This program allows the user to manually modify field information that is printed on the W-2s. The information in this file is captured automatically by the W-2 Information Capture program. Modification may be necessary because the W-2 Information Capture program will not capture the social security tips, allocated tips, non-qualified plans, dependent care benefits, or codes A, B, C, M, N or P of box 12. The user must manually enter these fields through this program if these fields need to be printed on the W-2.

New records may not be added to this program. The user may only modify existing records created through the W-2 Information Capture program.

Use the following steps to modify W-2 information:

1. Employee

Enter the employee for which the W-2 record needs to be modified. The entry must be a valid employee. F2 allows an alpha search.

2. State Desg

Enter the state designation of the employee. The entry must be a valid state local designation. F2 allows a search. Enter (CR) defaults to no state designation.

3. Local Desg

Enter the local designation of the employee. The entry must be a valid local designation. F2 allows a search. Enter (CR) defaults to no local designation.

If the W-2 information has been captured for the entered employee, state designation, and local designation, the W-2 record is displayed. The user may then modify any information for fields #4-41. The amounts for field #18 (allocated tips), #25 (Social Security tips), #26 (non-qualified plan), #27 (dependent care benefit), #28 (box 12, code A), #29 (box 12, code B), #30 (box 12, code C), #39 (box 12, code M), #40 (box 12, code N) and #41 (box 12, code P) are not captured by the W-2 Information Capture program and need to be modified if applicable.

In the following fields #4-41, Enter (CR) defaults to the value initially displayed. These fields will print on the W-2.

4. Empl Name

Enter the employee name (first, middle, last and suffix) up to 36 characters.

5. Address 1

Enter the employee’s address (up to 30 characters). If only one line is needed, use the first.

6. Address 2

Enter the employee’s address (up to 30 characters). If only one line is needed, use the first.

7. City

Enter the city of residence (up to 15 characters).

8. State

Enter the state of residence (2 characters). F2 allows a search (#8).

9. Zip Code

Enter the employee’s zip code (up to 10 characters).

10. SSN#

Enter the employee’s 11-character Social Security number including dashes. Any entry over 8 characters is accepted.

11. Gross Wages

Enter the total gross wages for the employee for the year (+/- 9999999). This field does not print on the W-2.

12. Soc Sec Wages

Enter the Social Security wages amount (+/- 9999999). This amount will print in box 3 on the W-2.

13. Federal Wages

Enter the federal wages amount (+/- 9999999). This amount will print in box 1 on the W-2.

14. State Wages

Enter the state wages amount (+/- 9999999). This amount will print in box 17 on the W-2.

15. Local Wages

Enter the local wages amount (+/- 9999999). This amount will print in box 20 on the W-2.

16. Medicare Wages

Enter the Medicare wages amount (+/- 9999999). This amount will print in box 5 on the W-2.

17. Fringe Benefits

Enter the fringe benefits amount (+/- 9999999). This amount will print in box 12 on the W-2.

*18. Allocated Tips

Enter the state wages amount (+/- 9999999). This amount will print in box 8 on the W-2.

19. Soc Sec Tax

Enter the Social Security tax amount withheld (+/- 9999999). This amount will print in box 4 on the W-2.

20. Federal Tax

Enter the federal tax amount withheld (+/- 9999999). This amount will print in box 2 on the W-2.

21. State Tax

Enter the state tax amount withheld (+/-9999999). This amount will print in box 18 on the W-2.

22. Local Tax

Enter the local tax amount withheld (+/-9999999). This amount will print in box 21 on the W-2.

23. Medicare Tax

Enter the Medicare tax amount withheld (+/-9999999). This amount will print in box 6 on the W-2.

*24. Soc Sec Tips

Enter the social security tips amount (+/-9999999). This amount will print in box 7 on the W-2.

*25. Non-Qlfd Plan

Enter the non-qualified plan amount (+/-9999999). This amount will print in box 11 on the W-2.

*26. Dep Care Bnft

Enter the dependent care benefit amount (+/-9999999). This amount will print in box 10 on the W-2.

*27. Box 12, Code A

Enter the amount for code A, Uncollected Social Security Tax on Tips, to be printed in box 12 on the W-2 (+/-9999999).

*28. Box 12, Code B

Enter the amount for code B, Uncollected Medicare Tax on Tips, to be printed in box 12 on the W-2 (+/-9999999).

*29. Box 12, Code C

Enter the amount for code C, Cost of group-term life insurance, to be printed in box 12 on the W-2 (+/-9999999).

30. Box 12, Code D

Enter the amount for code D, Section 401(k) contributions, to be printed in box 12 on the W-2 (+/-9999999).

31. Box 12, Code E

Enter the amount for code E, Section 403(b) contributions, to be printed in box 12 on the W-2 (+/-9999999).

32. Box 12, Code F

Enter the amount for code F, Section 408(k)(6) contributions, to be printed in box 12 on the W-2 (+/-9999999).

33. Box 12, Code G

Enter the amount for code G, Section 457(b) contributions, to be printed in box 12 on the W-2 (+/-9999999).

34. Box 12, Code H

Enter the amount for code H, Section 501(c)(18)(D) contributions, to be printed in box 12 on the W-2 (+/-9999999).

35. Box 12, Code J

Enter the amount for code J, Sick pay, to be printed in box 12 on the W-2 (+/-9999999).

36. Box 12, Code K

Enter the amount for code K, Tax on excess golden parachute payments, to be printed in box 12 on the W-2 (+/-9999999).

37. Box 12, Code L

Enter the amount for code L, Non-taxable part of employee business expense reimbursements, to be printed in box 12 on the W-2 (+/-9999999).

*38. Box 12, Code M

Enter the amount for code M, Uncollected social security tax on cost of group-term life insurance, to be printed in box 12 on the W-2 (+/-9999999).

*39. Box 12, Code N

Enter the amount for code N, Uncollected Medicare tax on cost of group-term life insurance to be printed in box 12 on the W-2 (+/-9999999).

*40. Box 12, Code P

Enter the amount for code P, Excludable moving expense reimbursements, to be printed in box 12 on the W-2 (+/-9999999).

41 . Box 12, Code Q

Enter the amount for code Q, Military compensation, to be printed in box 12 on the W-2 (+/-9999999).

42 . Box 12, Code R

Enter the amount for code R, Contributions to medical savings account, to be printed in box 12 on the W-2 (+/-9999999).

43 . Box 12, Code S

Enter the amount for code S, Contributions to SIMPLE IRA - 408(p), to be printed in box 12 on the W-2 (+/-9999999).

44 . Box 12, Code T

Enter the amount for code T, Adoption benefits, to be printed in box 12 on the W-2 (+/-9999999).

45. Box 12, Code V

Enter the amount for code V, Income from exercise of nonstatutory stock option(s), to be printed in box 12 on the W-2 (+/-9999999).

46 . Box 12, Code W

Enter the amount for code W, Employer contributions to your Health Savings Account, to be printed in box 12 on the W-2 (+/-9999999).

47. Box 12, Code Y

Enter the amount for code Y, Deferrals under a section 409A nonqualified deferred compensation plan, to be printed in box 12 on the W-2 (+/-9999999).

48. Box 12, Code Z

Enter the amount for code Z, Income under section 409A on a nonqualified deferred compensation plan, to be printed in box 12 on the W-2 (+/-9999999).

49. Box 12, Code AA

Enter the amount for code AA, Contributions to Roth Section 401(k), to be printed in box 12 on the W-2 (+/-9999999).

50. Box 12, Code BB

Enter the amount for code BB, Contributions to Roth Section 403(b), to be printed in box 12 on the W-2 (+/-9999999).

51. Box 12, Code DD

Enter the amount for code DD, Cost of employer-sponsored health coverage, to be printed in box 12 on the W-2 (+/-9999999).

52. Box 12, Code EE

Enter the amount for code EE , Contributions to Roth contributions under a governmental section 457(b) plan, to be printed in box 12 on the W-2 (+/-9999999).* indicates the amounts were not captured by the W-2 Information Capture Program and need to be modified by the user if applicable.

* indicates the amounts were not captured by the W-2 Information Capture Program and need to be modified by the user if applicable.