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Wage Projection window

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Use the Wage Projection window to project annual wage amounts for a taxpayer or spouse based on a year-to-date pay stub or single paycheck amount.
To open this window, select the
Wage Projection
 button in the
W-2 Information
 window.

Fields & buttons

Payment frequency
Select the frequency rate that reflects how often the taxpayer is paid.
Payment stub type
To project wage amounts based on a year-to-date payment stub, select the
Year to date
 option and enter the date of the statement in the
Statement date
 field.
To project wage amounts based on a single payment, select the
Single payment
 option.
Year to date OR Single payment fields
Enter the wage and withholding amounts from the taxpayer's pay stub in these fields.
Projected fields
These are calculated fields based on the pay stub amounts entered and the number of remaining pay periods. These amounts will transfer to the corresponding fields in the W-2 Information window.
note
You can enter a force amount in these fields if you don’t want to use the calculated amounts. Your force entry will appear in red.
Employment period
The fields in here default to January 1 and December 31 of the plan year. If the taxpayer worked for only a portion of the year, enter the beginning and ending dates of employment in here.
Payment number
If you select the
Year to date
 option in the
Payment stub type
 area, this calculated field shows the number of payments the taxpayer has received from the beginning of the employment period to the statement date. You may enter a different number.
Payments in employment period
This calculated field shows the number of payments the taxpayer will receive over the course of the employment period. You may enter a different number.

This article applies to:

  • PRODUCT: Planner CS