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W-2 Information window

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Use the W-2 Information window to enter W-2 information for a taxpayer or spouse who earned wages from more than 1 employer or in more than 1 state.
To open this window, do one of the following:
  • Double-click a field in the
    Income
    Wages
     tab.
  • Right-click one of the fields in the
    Income
    Wages
     tab and choose Allocations from the shortcut menu.
  • Place the cursor in a field in the
    Income
    Wages
     tab and choose
    Edit
    Allocations
    .

Fields & buttons

List of employers
This list contains all of the employers that have been created for either the taxpayer or spouse for the current plan year. To add a new employer, select the New button and enter the employer's name in the
Employer name
 field. To delete an employer, select the employer in the list and select the Delete button.
Employer name
Enter the name of the selected employer.
Federal taxable wages
Enter the taxpayer's or spouse's wages from the selected employer.
Social Security wages
Planner CS calculates this amount based on your entry in the
Federal taxable wages
 field. Enter an amount in this field if you want to override the calculated amount.
Social Security withholding
Planner CS calculates this amount based on your entry in the Social Security wages field.
note
You can't override this field.
Medicare Wages
Planner CS calculates this amount based on your entry in the
Federal taxable wages
 field. Enter an amount in this field if you want to override the calculated amount.
Medicare withholding
Planner CS calculates this amount based on your entry in the Medicare wages field.
note
You can't override this field.
Federal withholding
Enter the amount of the employee's federal withholding for the selected employer.
note
When you enter federal tax withheld in an annualized plan, disregard the "1/1-5/31" and "1/1-8/31" time periods in the 2nd and 3rd column headings. Instead, enter federal tax withheld on a quarterly basis as follows:
  • In the 1st column, enter tax withheld from January through March.
  • In the 2nd column, enter tax withheld from January through June.
  • In the 3rd column, enter tax withheld from January through September.
  • In the 4th column, enter tax withheld from January through December.
Dependent care benefits
Enter the amount the taxpayer or spouse received in the form of dependent care benefits from the selected employer.
Resident state wages
Planner CS calculates this amount based on your entry in the
Federal taxable wages
 field.
Enter an amount in the field if you want to override the calculated amount.
Resident state withholding
Enter the amount of the employee's resident state withholding for the selected employer.
NR state wages
  • From the dropdown list attached to the 1st field, select the nonresident state in which the wages were earned.
  • In the 2nd field, enter the amount of the employee's wages from the selected employer that were earned within the nonresident state.
note
This field is only available in the W-2 Information window. It is not displayed on the data entry screen.
NR state withholding
Enter the amount of the employee's nonresident state withholding for the selected employer. Planner CS applies the withholding to the state designated in the
NR State wages
 field.
Local wages
From the dropdown list attached to the first field, select one of the following:
  • Yonkers - City of Yonkers
  • NYC - New York City
  • CA SDI - California State Disability Insurance
  • IN County - Indiana County
The New York and Indiana state modules use the amount entered in the 2nd field for purposes of the Yonkers, New York City, and Indiana County nonresident earnings tax, if applicable.
Local withholding
Enter the amount of the employee's local withholding for the selected employer. Planner CS applies the withholding to the state related to the locality designated in the
Local wages
 field.
S Corporation wages checkbox
Mark the
S Corporation wages
 checkbox to add the S Corporation as an employer.
note
  • These wages transfer to the
    S Corporation wages
     field on the Main > S Corp Comparison tab.
  • The employer’s and the employee’s share of Social Security and Medicare taxes transfer to the Payroll Taxes section of the S Corp Comparison tab.
Total
The fields in here display the total taxable wages, the total federal withholding, and the total state withholding for all employers listed for the taxpayer or spouse.
Wage Projection button
Selecting this button opens the Wage Projection window, which lets you project a taxpayer or spouse's annual wage amounts based on a year-to-date pay stub or single paycheck amount.
note
If wage amounts have already been entered for the current employer, you will be prompted to create a new W-2 when clicking this button.

This article applies to:

  • PRODUCT: Planner CS