When initializing the federal information for W-2’s (Federal Information tab, PR W-2 Process), you must specify the standard reporting items that are applicable for your company.
Vista provides a list of standard reporting items each tax year as defined by the Social Security Administration. The following is a list of these standard items, along with additional information about each item, including the W-2 box in which it prints. You can also view a list of these items by pressing F4 in the Items field on the Federal Information tab.
The first six IRS reporting items in the W-2 process correspond to boxes 1-6 on the W-2.
Additional Medicare, if applicable, will appear in the Medicare Wages & Tips W-2 box
Here is the W-2 form from Vista:
Boxes 1-6 correspond to these items in the Employee Accumulations if the Federal Information tab is set up correctly.
IRS Reporting Items
Item | Description | Amt Type | W-2 Code | W-2 Box |
|---|---|---|---|---|
1 | Federal Wages | S (subj) | 1 | |
2 | Federal Tax Withheld | A | 2 | |
3 | Social Security Wages | E (Elig) | 3 | |
4 | Social Security Tax Withheld | A | 4 | |
5 | Medicare Wages | E (Elig) | 5 | |
6 | Medicare Tax Withheld | A | 6 | |
7 | Social Security Tips | A | 7 | |
8 | Advance EIC [no longer used] | n/a | 9 | |
9 | Dependent Care Benefits | A | 10 | |
10 | Deferred Comp - 401(k) | A | D | 12 |
11 | Deferred Comp - 403(b) | A | E | 12 |
12 | Deferred Comp - 408(k)(6) | A | F | 12 |
13 | Deferred Comp - 457(b) | A | G | 12 |
14 | 501(c)(18)(D) Tax Exempt Plans | A | H | 12 |
16 | Non-qualified 457 Dist/Contrib | A | 11 | |
17 | Non-qualified non 457 | A | 11 | |
19 | Group Term Life Ins. > $50K | A | C | 12 |
20 | Allocated Tips | A | 8 | |
21 | Uncollected Soc. Sec. on Tips | A | A | 12 |
22 | Uncollected Med. Tax on Tips | A | B | 12 |
23 | Employer Contributions to MSA | A | R | 12 |
24 | Simple Retirement Acct - 408(p) | A | S | 12 |
25 | Adoption Expenses | A | T | 12 |
26 | Puerto Rico Wages | A | ||
27 | Puerto Rico Commissions | A | ||
28 | Puerto Rico Allowances | A | ||
29 | Puerto Rico Tips | A | ||
30 | Puerto Rico Tax Withheld | A | ||
31 | Puerto Rico Retirement Fund | A | ||
32 | Virgin Islands, Guam ... wages | A | ||
33 | Virgin Islands, Guam ... w/h | A | ||
34 | Nontaxable Sick Pay | A | J | 12 |
35 | Tax on Goldn Parachute Paymnts | A | K | 12 |
36 | NontaxReimb Business Expenses | A | L | 12 |
37 | Uncollected Soc Sec Ins Tax | A | M | 12 |
38 | Uncollected Medicare Ins Tax | A | N | 12 |
39 | NontaxReimb Moving Expense | A | P | 12 |
40 | Box 14 Line 1 | A | 14 | |
41 | Box 14 Line 2 | A | 14 | |
42 | Nonstatutory stock options | A | V | 12 |
43 | Employer Contributions to HSA | A | W | 12 |
44 | Deferred Comp – 409A | A | Y | 12 |
45 | Income under 409A | A | Z | 12 |
46 | Box 14 Line 3 | A | 14 | |
47 | Box 14 Line 4 | A | 14 | |
48 | After-tax Contrib to 401(k) | A | AA | 12 |
49 | After-tax Contrib to 403(b) | A | BB | 12 |
51 | Box 14 Line 5 | A | 14 | |
52 | Box 14 Line 6 | A | 14 | |
53 | Box 14 Line 7 | A | 14 | |
54 | Box 14 Line 8 | A | 14 | |
55 | Employer-Provided Health Coverage | A | DD | 12 |
56 | Benefits under a QSEHRA | A | FF | 12 |
| 57 | Qualified Equity Grants 83(i) | A | GG | 12 |
| 58 | Aggregate Deferrals 83(i) | A | HH | 12 |
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