How to add employee W2 forms manually for a return?
2.0k views | Last modified 5/28/2020 2:31:44 AM EST | Added by TaxBandits Team

Applicable To
94X 1099 W-2 ACA W-4

Since the process involves adding the forms one by one, the manual option is recommended when the count of W2 forms to be filed is low. You may also use this option in case you had bulk uploaded the W2 forms earlier and would want to add a few additional W2 forms for the employer.

Here’s how you add employee W2 forms manually:

Choose Form

  1. Log in to your TaxBandits account, and go to Home >> Forms tab.
  2. Under Wage Tax Forms - Federal & State Filing, choose Form W-2 and click File Now.
  3. Choose the tax year and click Next.

Add Employer Details

If you had filed for the employer earlier, use the search bar to pull the details of the employer from the address book. If not, fill in the employer details and click Save and Continue.

Choose Manual Option

Choose Manual Data Entry and click Choose to add Form W-2 manually to enter the employee W2 form.

Add Employee Details

If you have already filed a return for the employee, use the search bar to pull the details of the employee from the address book. If not, fill in the employee details and click Save and Continue.

Add Federal Details

Form W-2 is presented with the employer and employee details pre-filled. Verify details and fill in the wages & tips along with the tax withheld to be reported to the SSA. Click Save and Continue.

Add State Details

Here’s where you fill in the State’s income and withholding. You can enter information upto six states and four localities for each state.

  1. Choose State. 
  2. Enter the wage and tax numbers for the State and Locality.
  3. Click Add More Locality to add more localities for the state.
  4. Click Add More States to add more states.
  5. Click Save and Continue.

Add more W2 forms

Click Add New W2 to add more W2 forms for the Employer. 

Once done, click Continue to Checkout. Follow the flow to review the summary of the returns before transmitting the returns to the SSA.

If the count of W2 forms is high, you may explore the option to bulk upload the W2 forms at one go.

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