Use this procedure to enter W-2 information for a taxpayer or spouse who earned wages from more than one employer or in more than one state.
Note: To enter W-2 information for only a single employer or state for a taxpayer or spouse, you do not need to perform the steps in this procedure. Enter data directly in the fields in the Income > Wages tab.
- In the main data-entry window of the federal module, click the Income button and then click the Wages tab.
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In the Wages tab, double-click a data-entry field for either the taxpayer or spouse. The W-2 Information dialog opens.
Notes
- You can also open the W-2 Information dialog by selecting a data-entry field and choosing Edit > Allocations.
- The W-2 Information dialog displays "Taxpayer" or "Spouse," near the top-left corner, depending on which field you clicked to open the dialog.
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In the W-2 Information dialog, enter the name of the employer in the Employer name field.
Note: If necessary, click the New button to add a new employer.
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Do one of the following:
- Enter W-2 information in the available fields, as applicable.
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Click the Wage Projection button and enter paycheck information to have Planner CS calculate projected wages, which can be automatically transferred to this dialog. See Projecting wages from a year-to-date pay stub or single paycheck for details.
Note: You will be prompted to create a new W-2 if you click the Wage Projection button and have previously entered wage amounts for the current employer.
- To enter wage information for another employer, click the New button, enter the employer's name, and repeat the previous step.
- Click OK when finished. Planner CS will enter wage information in the appropriate taxpayer or spouse fields in the main data-entry window. Amounts will appear bold.
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