Common questions on Form W-2 data entry in ProSeries

Most information in Box 14 is for information only and is not needed for the tax return, however, some entries will be used in the preparation of either the Federal 1040 or an individual state.

On the Form W-2 Worksheet, box 14, enter the Description or Code on Actual Form W-2 and the amount reported on the W-2.  For each entry pick the description that best matches, or use Other - not on above list if the description is not available.

Available selections for the Box 14 include:

ProSeries can flow information from the W-2 boxes 18, 19 and 20 to city and local returns that are supported by ProSeries. To enter local wages and taxes:

1. Open the W-2 Worksheet.
2. Enter the amounts on Box 18 and Box 19 as shown on the W-2 itself.
3. In Associated State enter the states two-letter ZIP code.
4. Right-click in Box 20 and select About Box 20.
5. Click on the state name, or click on Printable List of All Locality Codes Supported by Form W-2.
6. Enter the code for your locaility in Box 20 of the W-2 Worksheet, even if it doesn't match the code on the W-2 recieved.

If box 13a is checked on the W-2 worksheet you may need to flow the income to a Schedule C.

Linking W-2 income to Schedule C

1. Open the W-2 Worksheet.
2. Scroll down to Part I — Statutory employees
3. Check the box on line A.
4. Check the box on line B.
5. Double-click on line C.
6. Select the Schedule C the income needs to flow to.

The taxpayer should receive a Form W-2 with the third-party sick pay entered in Box 12 with code J.

1. Complete the W-2 Worksheet using the information from the W-2 that was issued.
2. Go to page 2 of the W-2 Worksheet.
3. Scroll down to Part VI - Additional Information for Electronic Filing and Certain States.
4. For line 13c, check the box for Third-party sick pay.