Guide to W-2s for 2020 taxes

Guide to W-2s for 2020 taxes

Your state W-2s are automatically sent to the state when your federal W-2s are filed if you use a separate QuickBooks or Intuit payroll service.

If you’re in any of the states listed here:

 

Alabama

Idaho

Michigan

Ohio

Arizona

Kansas

Minnesota

Oregon

Arkansas

Kentucky

Mississippi

Pennsylvania

Colorado

Louisiana

Missouri

Rhode Island

Connecticut

Maine

Nebraska

South Carolina

Delaware

Maryland

New Mexico

Vermont

District of Columbia

Massachusetts

North Carolina

West Virginia

Hawaii

   

Step 1: Create your W-2s to send to your state:

  • Create the file you’ll submit to the state by following these measures.
  • Employees, Payroll Tax Forms & W-2s, and State W-2 E-file are the options.
  • Continue should be selected twice.
  • Select Get QuickBooks Data from the dropdown menu after selecting your state.
  • Choose OK. If necessary, correct any errors or add the missing information.
  • Choose Start Interview from the QuickBooks Payroll State W-2 dropdown on the Add-Ins tab.
  • Select the checkbox. I am aware that I must review my information and respond to the following questions. Then choose Next.
  • Make a mental note of the file’s name and location. Next should be selected.
  • Answer the interview questions and double-check any auto-populated details.
  • Continue pressing Next until you hit the End of Interview screen.
  • Select OK after selecting Create W-2 File.
  • To save the Excel workbook for your documents, choose Yes.

Step 2: Go to the website of your state department: Go to the website of your state department in a web browser.

Please note that if you live in Hawaii, you must submit your W-2s to the department.

Step 3: Upload your W-2s from each territory: Follow the directions on your state agency’s website to upload your file. Make sure your W-2 file complies with any state-specific file specifications.

If you live in one of the following states: Georgia, Illinois, Indiana, Montana, North Dakota, Utah, Virginia, or Wisconsin,

QuickBooks allows you to register your W-2s electronically.

  • Open the QuickBooks Desktop software.
  • Employees, Payroll Tax Forms & W-2s, and Process Payroll Forms are the options.
  • Pick your state worksheet from the File Forms section.
  • Examine the Select Filing Period year and make any necessary changes.
  • Choose OK.
  • Until e-filing, fill out the W-2 worksheet and select Check for errors to ensure everything is correct.
  • Select E-file when you’re finished.
  • Please include your email address as well as a phone number where you can be reached.
  • Choose Submit.

If you live in the state of New Jersey: To file your state W-2s, follow the instructions given by the State of New Jersey.

If you live in California, Iowa, or New York, you don’t need to file a separate W-2 for each state. It’s part of your federal W-2 file.

If you live in one of the following states: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, or Wyoming,

Since your state does not have a state withholding tax, you do not need to file any state W-2s.

How to create your W-2 forms: 

  • Go to Payroll Tax Forms and W-2s, then Employees.
  • Select Process Payroll Forms from the drop-down menu.
  • Select Annual Form W-2/W-3 – Wage and Tax Statement/Transmittal from the File Forms section and click Create Form.
  • Use the scroll bar to scroll down the list to find the type.
  • If the form does not appear in the list, it may be inactive.
  • Choose to Make a New Form Active from the Forms drop-down arrow to trigger the form. Choose Federal from the State drop-down arrow. Add Form after selecting the W-2 form. In the File Forms section, you should now be able to locate and choose the W-2 format.

How to submit your W-2s:

  • To file by batch, go to the Process W-2s page and pick All Employees or Employee’s Last Name (choose From and To).
  • In the Select Filing Period portion, select the year of the form you’re filing and click OK.
  • Pick the employees you’re filing for in the Select Employees for Form W-2/W-3 window. You may also choose Mark All to pick all of the employees on the screen.
  • Select E-File Federal Forms from the drop-down menu.
  • On the login page, enter your company’s phone number and email address. We use your email address to inform you when the agency has approved your request.
  • Submit the form.

Conclusion

In conclusion, QuickBooks Desktop software helps you with almost everything related to the finances of a particular organisation. In this specific blog, you will know more about creating W2s that will help you pay the taxes on time. I hope that this blog helped you and was worth a read.

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