W-2 2023

IRS Release Status: FINAL

Sample Excel Import File (W-2 Professional): W2 2023.xlsx

Sample Excel Import File (Corporate Suite): W2 2023 (CS).xlsx

Sample Excel Import File with internal recipient fields (Corporate Suite) : W2 2023 with rcp fields.xlsx

What's New for 2023

The Social Security Wage Base is $160,200 for Tax Year 2023
For Tax Year 2023, the Social security tax withheld amount should not exceed $9,932.40 ($160,200 × 6.2%).
The Tax Year 2023 Social Security and Medicare coverage threshold for Household wages is now $2,600 ($200 increase from 2022).
The W-2 is one of the forms subject to the electronic filing threshold change that has been implemented beginning with tax year 2023. As a result, if your business has an aggregate total of 10 or more W-2, 1099, 1042-S or 1095 forms you will now be required to file electronically. See this article for all of the details on this change.

Import Form Fields:

Field Name	Size	Type	Description	Notes
See Form Filer Common Fields			Filer fields common to all form types.
See Recipient Common Fields			Recipient fields common to all form types.
Box 1 Amount	12	Amount	Box 1: Wages, tips, other compensation
Box 2 Amount	12	Amount	Box 2: Federal income tax withheld
Box 3 Amount	12	Amount	Box 3: Social security wages
Box 4 Amount	12	Amount	Box 4: Social security tax withheld
Box 5 Amount	12	Amount	Box 5: Medicare wages and tips
Box 6 Amount	12	Amount	Box 6: Medicare tax withheld
Box 7 Amount	12	Amount	Box 7: Social security tips
Box 8 Amount	12	Amount	Box 8: Allocated tips
Box 10 Amount	12	Amount	Box 10: Dependent care benefits
Box 11 Amount	12	Amount	Box 11: Nonqualified plans
Box 11 is Sect 457	1	Checkbox	Box 11: Sec 457 checkbox	X / Y / T / 1 = Checked
Box 12a Amount	12	Amount	Box 12a: See instructions.
Box 12a Code	2	Text	Box 12a: See instructions.
Box 12b Amount	12	Amount	Box 12b: See instructions.
Box 12b Code	2	Text	Box 12b: See instructions.
Box 12c Amount	12	Amount	Box 12c: See instructions.
Box 12c Code	2	Text	Box 12c: See instructions.
Box 12d Amount	12	Amount	Box 12d: See instructions.
Box 12d Code	2	Text	Box 12d: See instructions.
Box 13 Checkbox 1	1	Checkbox	Box 13: Statutory employee checkbox	X / Y / T / 1 = Checked
Box 13 Checkbox 2	1	Checkbox	Box 13: Retire plan checkbox	X / Y / T / 1 = Checked
Box 13 Checkbox 3	1	Checkbox	Box 13: Third-party sick pay checkbox	X / Y / T / 1 = Checked
Box 14 Line 1	14	Text	Box 14: Other
Box 14 Line 2	14	Text	Box 14: Other
Box 14 Line 3	14	Text	Box 14: Other
Box 15(1) State	2	Text	Box 15: Withholding State	Use state abbreviation
Box 15(1) ID Number	20	Text	Box 15: Employer's state ID number	Provided by State
Box 16(1) Amount	12	Amount	Box 16: State wages, tips, etc
Box 17(1) Amount	12	Amount	Box 17: State income tax
Box 18(1) Amount	12	Amount	Box 18: Local wages, tips, etc
Box 19(1) Amount	12	Amount	Box 19: Local income tax
Box 20(1) Locality	8	Text	Box 20: Locality name
See Form Common Fields			Form fields common to all form types

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

Field Name	Size	Type	Description	Notes
Rcp Acct/Identifier	25	Character	Recipient Account Number	Optional Account / Import match ID (as displayed on UI manual entry)
Alt Rcp Account	60	Character	Alternate Recipient Account	The Alternate Account/Info field is a secondary, internal reference value and does not print on the tax form.

IRS Release Status: FINAL

Sample Excel Import File (W-2 Professional): W2 2023.xlsx

Sample Excel Import File (Corporate Suite): W2 2023 (CS).xlsx

Sample Excel Import File with internal recipient fields (Corporate Suite) : W2 2023 with rcp fields.xlsx

Import Form Fields:

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

W-2 Form:

IRS W-2 Form: https://www.irs.gov/pub/irs-pdf/fw2.pdf

IRS W-2 Instructions: https://www.irs.gov/pub/irs-pdf/iw2w3.pdf