How to File Form W-2 with TaxBandits?

TaxBandits supports the e-filing of Form W-2 with both the SSA and State. Also, you can use our Postal Mailing service and Secure Online Access to distribute copies to the recipient.

Here are the Steps to file Form W-2 

Step 1: Sign in to your TaxBandits account.

Step 2: Navigate to the 1099/W2 Dashboard.

 

Step 3: Click 'Start New Form' and select 'Form W-2'.

 

Step 4: Select the tax year for which you need to file the 1099 form.

Step 5: Select your preferred method to enter details for filing Form W-2. You have two options to import your details: 

• Manual Entry - We recommend this option for filing only a few forms or if you have bulk-uploaded the forms earlier but want to add a few additional forms to the same order. The manual entry flow lets you add W-2 forms one by one.
• Bulk Import - This is recommended when filing a high volume of W-2 Forms.

Here, we have chosen 'Manual Entry.' 

Step 6: Click on 'Add Employer' to add the employer details and click on 'Add Employee' to add the employee details. 

Note: If you have already added the employer details, click 'Select Employer from Address Book.'

Enter the required tax information in the respective fields and proceed with the ‘Save And Continue' option.

 

Step 7: You can review the summary of forms that are ready for federal filing. 

• You have the option to export the draft versions of the form as either PDF or CSV files. If errors are found, make the necessary changes in the CSV file and upload it back to our system using the bulk import option. 
• Use the 'Share with Client' option to share the forms with your clients via BanditConnect for their review.

 

Step 8: You can find your state filing requirements on this page based on the information you reported. You can choose to select or de-select states you want to file with. Ensure you promptly follow the instructions to complete any additional state filing requirements.

 

Step 9: Proceed to 'Form Distribution,' select the type of form you want to be distributed, and continue. TaxBandits provides you with four options to send recipient copies:

• Postal Mailing - We will print and deliver copies of the form to the recipients via postal mail.
• BanditShare (Online Access) - The recipients will be granted access to a secure online portal to view and download their form copies. 
• Advanced Distribution - Customize how many recipients receive postal mail or online access based on your needs.

If you prefer to manage the form distribution on your own, choose 'I will print and distribute myself' and proceed further.

 

Step 10: Click 'Continue to Form Summary' and review the form. You’ll have the following options here.

• Validations: You can opt for add-on services such as TIN Matching and USPS Address Validation.
  • TIN Matching: Validate your vendor/payee TINs against IRS data to ensure accurate 1099 filings and prevent potential penalties.
     
  • USPS Address Validation: Verify all addresses entered on your forms through USPS Address Validation to confirm accuracy.
     
• Schedule Filing: You can either transmit the forms immediately or schedule them for a later date. If you schedule your forms, you’ll have the option to edit the information until the scheduled date.

Step 11: Proceed to payment and transmit the form. After transmission, track the status of your return in the 1099/W-2 dashboard.