TaxBandits Knowledge Base

How to file Form W-2PR?

To e-file your Form W-2PR with TaxBandits, follow these steps for a hassle-free filing experience:

Step 1: Sign in to your TaxBandits account.

Step 2: Navigate to the 1099/W2 Dashboard.

Step 3: Click 'Start New Form' and select 'W-2PR (499R-2).'

 

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

 

Step 5: On the ‘Manual Entry’ page, you can manually enter the employer/employee details, or you can fetch the employer/employee details from the Address Book.

 

Step 6: Enter the required information in the respective fields and Continue.

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 for W-2PR. Please note that TaxBandits will not e-file W-2PR with the states, it's your responsibility to download the EFW2PR file and upload it to your SUIR account. See How

 

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 Filing 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 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.