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IRS Release Status: FINAL

Sample Excel Import File (W-2 Professional): W2 2020.xlsx 

Sample Excel Import File (Corporate Suite): W2 2020 (CS).xlsx 

Sample Excel Import File with internal recipient fields (Corporate Suite) : W2 2020 with rcp fields (CS).xlsx 


What's New for 2020

  • Deadline for filing 2020 W-2 forms with the SSA is February 1, 2021 for both paper/electronic filing
  • Employers may now truncate the employee’s SSN on employee copies of Forms W-2. Do not truncate the employee’s SSN on Copy A.
  • The Social Security Wage Base is $137,700
  • For 2020, the Social security tax withheld amount should not exceed $8,537.40 ($137,700 × 6.2%).
  • The 2020 Social Security and Medicare coverage threshold for Household wages is now $2,200 ($100 increase from 2019).

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common FieldsFiler fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types.

Box 1 Amount

12Amount

Box 1: Wages, tips, other compensation


Box 2 Amount12AmountBox 2: Federal income tax withheld
Box 3 Amount12AmountBox 3: Social security wages
Box 4 Amount12AmountBox 4: Social security tax withheld
Box 5 Amount12AmountBox 5: Medicare wages and tips
Box 6 Amount12AmountBox 6: Medicare tax withheld
Box 7 Amount12AmountBox 7: Social security tips
Box 8 Amount12AmountBox 8: Allocated tips
Box 10 Amount12AmountBox 10: Dependent care benefits
Box 11 Amount12AmountBox 11: Nonqualified plans
Box 11 is Sect 4571CheckboxBox 11: Sec 457 checkboxX / Y / T / 1 = Checked
Box 12a Amount12AmountBox 12a: See instructions.
Box 12a Code2TextBox 12a: See instructions.
Box 12b Amount12AmountBox 12b: See instructions.
Box 12b Code2TextBox 12b: See instructions.
Box 12c Amount12AmountBox 12c: See instructions.
Box 12c Code2TextBox 12c: See instructions.
Box 12d Amount12AmountBox 12d: See instructions.
Box 12d Code2TextBox 12d: See instructions.
Box 13 Checkbox 11CheckboxBox 13: Statutory employee checkboxX / Y / T / 1 = Checked
Box 13 Checkbox 21CheckboxBox 13: Retire plan checkboxX / Y / T / 1 = Checked
Box 13 Checkbox 31CheckboxBox 13: Third-party sick pay checkboxX / Y / T / 1 = Checked
Box 14 Line 114TextBox 14: Other
Box 14 Line 214TextBox 14: Other
Box 14 Line 314TextBox 14: Other
Box 15(1) State2TextBox 15: Withholding StateUse state abbreviation
Box 15(1) ID Number20TextBox 15: Employer's state ID numberProvided by State
Box 16(1) Amount12AmountBox 16: State wages, tips, etc
Box 17(1) Amount12AmountBox 17: State income tax
Box 18(1) Amount12AmountBox 18: Local wages, tips, etc
Box 19(1) Amount12AmountBox 19: Local income tax
Box 20(1) Locality8TextBox 20: Locality name
See Form Common FieldsForm fields common to all form types

Additional Import Form Fields for W-2 Corporate Suite only:


Field NameSizeType DescriptionNotes

Rcp Acct/Identifier

25Character

Recipient Account Number

Optional Account / Import match ID (as displayed on UI manual entry)
Alt Rcp Account60CharacterAlternate Recipient Account The Alternate Account/Info field is a secondary, internal reference value and does not print on the tax form.

W-2 Form: 


IRS W-2 Form:  W-2 2020 Form

IRS W-2 Instructions:  W-2 2020 Instructions

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