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Data entry

Enter W-2 information from multiple employers or states

Use the following steps to enter W-2 information for a taxpayer or spouse who earned wages from more than one employer or in more than one state.
note
To enter W-2 information for only a single employer or state for a taxpayer or spouse, you don't need to use these steps. Enter data directly in the fields in the
Income
,
Wages
 tab.
  1. In the main data-entry window of the federal module, select the
    Income
     button and then select the
    Wages
     tab.
  2. In the Wages tab, double-click a data-entry field for either the taxpayer or spouse. The
    W-2 Information
     window opens.
    note
    • You can also open the W-2 Information window by selecting a data-entry field and choosing
      Edit
      , then
      Allocations
      .
    • The W-2 Information window displays
      Taxpayer
       or
      Spouse
      , near the top-left corner, depending on which field you chose to open the window.
  3. In the W-2 Information window, enter the name of the employer in the
    Employer name
     field.
    note
    Select the
    New
     button to add a new employer.
  4. Do one of the following:
    • Enter W-2 information in the available fields.
    • Select the
      Wage Projection
       button and enter paycheck information to have Planner CS calculate projected wages, which can be automatically transferred to this window.
      note
      You will be prompted to create a new W-2 if you select the
      Wage Projection
       button and have previously entered wage amounts for the current employer.
  5. To enter wage information for another employer, select the
    New
     button, enter the employer's name, and repeat the previous step.
  6. Select
    OK
     when finished. Planner CS will enter wage information in the taxpayer or spouse fields in the main data-entry window. Amounts will appear bold.

This article applies to:

  • Product: Planner CS