| W2 Box | Explanation |
|---|
| Aa | SSN as entered on Core/Employee record. |
| Bb | Employer Federal EIN as entered on W2 Report and Submission | C. Found in Core/Organization/Federal Ein field. |
| c | District name and address as entered on W2 Report and Submission. |
| Ee | Name as entered on Core/Employee record record. | Tip |
|---|
Legal name always prints , in non-blankfirst. If Legal name is blank, uses Name field. |
|
| Ff | Address as entered on Core/Employee record |
| 1 | YTD taxable applicable gross on 001-Federal Payroll Item record |
| 2 | YTD deduct withholding total on 001-Federal Payroll Item record |
| 3 | YTD taxable applicable gross on 692/693 693 Payroll Item record Type-Social Security Tax |
| 4 | YTD deduct withholding total on 692/693 and 694/695 695 Payroll Item record Type of Social Security Tax |
| 5 | YTD taxable applicable gross on 692/693 693 Payroll Item record Type-Medicare Tax |
| 6 | YTD deduct withholding total on 692/693 and 694/695 695 Payroll Item record Type-Medicare Tax |
| 10 | YTD withholding on Dependent Care amount found in Core/Adjustments with Type- Dependent Care, or withheld with Payroll Item marked as Dependent Care. |
| 12 |
| C | Cost of life insurance over $50,000 | Taxable cost of group-term life insurance over $50,00. Total of payments processed using the Pay Type of Life Insurance Premium or Adjustments to the Federal Tax Payroll Item and Type of Life Insurance Premium. | | D | 401(k) amounts | Elective deferrals under a section 401(k) cash or deferred arrangement plan (including a SIMPLE 401(k) arrangement). YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Annuity, with Annuity Type = 401K. | | E | 403(b) | Elective deferrals under a section 403(b) |
salary reduction agreement. YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Annuity, with Annuity Type = 403B. | | F | 408(k) (6) | Elective deferrals under a section 408(k) YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Annuity, with Annuity Type = 408K. | | G | 457 | Elective deferrals and employer |
contributions (including nonelective deferrals) to |
any governmental or nongovernmental section |
457(b) deferred compensation plan. |
D YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Annuity, with Annuity Type = 457 | | H | 501c (18) (d) | Elective deferrals under section 501(c) |
(18)(D) tax-exempt organization plan. YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Annuity, with Annuity Type = 501c | | J | Non taxable sick pay | Nontaxable sick pay. Core/Adjustments to the 001-Federal Tax Payroll Item with Type = Third Party Pay | | P | Excludable moving expenses - Armed Forces only | Excludable moving expense |
reimbursements paid directly to a member of the |
U.S. Armed Forces. Core/Adjustments to the 001-Federal Tax Payroll Item with Type = Moving Expenses. | | R | Employer contributions to an Archer MSA | Employer contributions to an Archer |
| MSA. | | T | Adoption benefits | Adoption benefits. Total of payments processed using the Pay Type of Adoption Assistance or Core/Adjustments to the 001-Federal Tax Payroll Item with Type = Adoption Assistance. | | W | Employer contributions to Health Savings Accounts | Employer contributions to a health |
savings account (HSA). YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Health Savings Account with Annuity Type = Other. | | AA | Designated Roth contributions to section 401(k) plan | Designated Roth contributions under a |
section 401(k) plan YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Regular, with Designated Roth Type = Contributions to 401K. | | BB | Designated Roth contributions under section 403 (b) salary reduction agreements | Designated Roth contributions under a |
section 403(b) plan. YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Regular, with Designated Roth Type = Contributions to 403(b). | | DD | Cost of employer-sponsored health coverage | Cost of employer-sponsored health |
coveragecoverage. YTD withholding and employer withholding on all Payroll Item(s) with the Payroll Item Configuration set to Employer Health Coverage checkbox marked. | | EE | Designated Roth contributions under a governmental section 457(b) plan | Designated Roth contributions under a |
governmental section 457(b) plan YTD withholding on all Payroll Item(s) with the Payroll Item Configuration set to Regular, with Designated Roth Type = Contributions to 457(b). | | FF | Use this code to report the total amount of permitted benefits under a QSEHRA The maximum reimbursement for an eligible employee under a QSEHRA is $4,950 ($10,000 if it also provides reimbursements for family members), before indexing for Inflation. | Designated Roth contributions under a |
governmental section 457(b) plan. Applies to small businesses. |
|
| 13 | Retirement Plan: - 401(a)
- 401(k)
- 403(b)
- 408(k)
- 501c(18)
This is based on the value in each employee's 001-Federal Tax payroll item, Pension Plan field value. |
| 14 | - Leased vehicle amount as entered in Core/Adjustments with Type of Vehicle Lease or any other specified Payroll Item codes codes entered when running W2 Report and Submission.
- Fringe Benefits
|
| 15 | State ID name as entered on W2 Report and Submission OH followed by the value in Core/Organization/State Ein field. XX followed by the value in the Core/Payroll Item Configuration/State Id field for Other States. |
| 16 | YTD taxable applicable gross amount on 002 002-Ohio or other State Payroll Item record records |
| 17 | YTD deduct total on 002 002-Ohio or other State Payroll Item record records |
| 18 | YTD taxable applicable gross amount on all all City or OSDI Payroll Item records |
| 19 | YTD deduct total on all City or OSDI Payroll Item records |
| 20 | W2 abbreviation as entered on City or OSDI Payroll Item Configuration record |