Inputting A Form W-2 With More Than 4 States Listed

Inputting A Form W-2 With More Than 4 States Listed

Each Form W-2 entry screen has enough space for four states to be listed. If a client's Form W-2 has more than four states listed, you will need to divide the W-2 into two or more separate entries.

For example, if there are seven states listed on the W-2, enter the W-2 as follows:

  • On the first Form W-2, enter all but $1 of taxable wages in box 1. Complete boxes 1-14. (If you need additional entry space for boxes 12 and 14, use the second W-2 entry screen.) In the state section, list the first four states and taxes withheld.
  • Create a second Form W-2. Enter $1 in box 1, Taxable Wages, and if required, enter any remaining amounts in boxes 12 through 14. Enter the remaining other states' income and taxes withheld.

Be sure the sum of each box on all the W-2s you entered equals the amount of the original Form W-2 for the same box.

Note: Form W-2 Box 1 cannot be blank or $0. The IRS will reject the return.

    • Related Articles

    • What SSN do I enter on a W-2 for an ITIN holder?

      Because an ITIN cannot be used for payroll purposes a preparer may receive a W-2 for an ITIN holder with an SSN that does not match the ITIN. Tax returns filed with an Individual Taxpayer Identification Number reporting wages paid are required to ...
    • W-2 Contains A High Percentage Of Federal Tax Withheld

      This warning is meant to let you know that Form W-2 contains a high amount of federal taxes entered in Box 2 compared to the federal wages entered in Box 1. Double check the accuracy of the amounts that were keyed in Boxes 1 and 2. If you have ...
    • Form 8867 - Earned Income Credit Due Diligence

      Paid preparers of federal income tax returns or claims for refund involving the Earned Income Credit (EIC) must not only ask all the questions required on Form 8867 but must meet the due diligence requirements in determining the taxpayer's ...
    • Form 8867 - Due Diligence for Claiming the American Opportunity Credit

      For each student who qualifies for the American opportunity credit, the taxpayer may be able to claim a credit of up to $2,500 for the adjusted qualified education expenses. The credit equals 100% of the first $2,000 and 25% of the next $2,000 of ...
    • Form 1098-T- Education Credits and Deductions

      Education tax credits help offset higher learning expenses by reducing the tax an individual would owe the IRS and may increase their refund if they have no tax liability. Note: Neither of these credits is available if the taxpayer's filing status is ...