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Category: Form W-2 Questions

Form W-2

Entering a Form W-2 from the Main Menu of the Tax Return (Form 1040) select:

'New'
or double-click the entry you wish to 'Edit' or the 'Insert' key on your keyboard.

If this is a Married Filling Joint return, select whether the Form W-2 was issued to the Taxpayer or Spouse.  The Form W-2 entry screen is designed to resemble a paper W-2.  The boxes on the screen will match the boxes on the paper W-2.

Enter the EIN from the W-2 along with the Employer's Name, Address, and Zip Code.  The City and State will fill in automatically.  If the Employer has a Foreign Address you will want to check the box located to the right of Box C - Employer Name/Address.  After you place a check in the box indicating a Foreign Address, enter the foreign address as shown on the W-2.

Enter the wages from box 1 of the W-2 into box 1 on the W-2 screen.  Enter the federal tax withheld from box 2 of the W-2 into box 2 on the W-2 screen.  If the wages in box 1 are the same as in box 3 and box 5, press the < ENTER > key.  The wages and taxes withheld will fill in automatically.

The program will default to box 12 for taxpayers who have contributed to a 401k, IRA, etc.  Enter the codes and amounts from the W-2 here, or press enter on your keyboard to move to the next field.

Enter the state abbreviation code (or select it from the drop down list), and enter the State ID if applicable.  The state wages will fill in automatically based on the federal wages entered in box 1.  This amount can be manually edited if the state wages do not match the federal wages in box 1.  Next, enter the state tax withheld.

If the taxpayer has amounts entered in boxes 7 through 14, place your cursor in the box or type in the number corresponding to the box on the W-2 and press the < ENTER > key.  Enter the code and/ or dollar amount.  Also, make sure you mark an 'X' in box 13 if there is an 'X'marked on the W-2.

If the taxpayer has any local taxes withheld, enter that amount in box 18 on the W-2 screen and type the name of the locality.  Be sure to type the locality exactly as it appears on the W-2 to prevent receiving rejects from the state.



To edit a previously entered Form W-2, select 'Wages, Salaries, Tips' from the Income Menu.  Highlight the Form W-2 that you want to edit and then select the Edit button, or double-click on the Form W-2 entry.  You can change any information previously entered by typing in the number corresponding to the box on the Form W-2 screen and selecting the key or by selecting the field with your mouse.


To delete a previously entered Form W-2, select 'Wages, Salaries, Tips' from the Income Menu.  Highlight the Form W-2 that you want to delete and select the Delete button.  Select 'YES' when asked if you want to delete the selected Form W-2.
 



Additional links:

Instructions for Forms W-2 and W-3

Statutory Employee Income



Last Updated: 9/6/2016


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