Troubleshooting Lacerte diagnostic ref. 5172 - e-file state identification number is required

If there's a state abbreviation listed on the W-2 input but the state EIN is missing, the following diagnostic will generate in the Individual module of Lacerte:

• e-file: Form W-2 #X: e-file state identification number is required on the W-2. (ref. #5172)

To resolve this diagnostic, you need to enter the state identification number on Screen 10, Wages, Salaries, Tips.

Follow these steps to resolve the diagnostic:

1. Go to Screen 10, Wages, Salaries, Tips.
2. Click on the W-2 listed in the diagnostic from the left navigation panel.
3. Locate the Employer Information (MANDATORY for e-file) section.
4. Press Ctrl+E in the Employer state ID no. (Ctrl+E if multi-state W-2) field.
5. If there are state or local withholdings, enter the state abbreviation in (15) State.
6. Enter the (15) State Employer ID No.
7. Delete any state abbreviations that:
   • Aren't listed on the W-2
   • Are for non-taxing states
   • Don't have corresponding withholdings
8. Click OK to close the window.
9. Scroll down to the Electronic Filing (W-2 State/Local) section.
10. Make sure each state listed in this section has a state abbreviation and ID number associated with it.
    • It's usually not necessary to use the overrides in this section as entries in the Wages and State and Local sections are generally sufficient.