Click the frequency rate that reflects how often the taxpayer is paid.

To project wage amounts based on a year-to-date payment stub, click the Year to date option and enter the date of the statement in the Statement date field.

To project wage amounts based on a single payment, click the Single payment option.

Enter the wage and withholding amounts from the taxpayer's pay stub in these fields.

These are calculated fields based on the pay stub amounts entered and the number of remaining pay periods. These amounts will transfer to the corresponding fields in the W-2 Information dialog.

The fields in the Employment period group box default to January 1 and December 31 of the plan year. If the taxpayer worked for only a portion of the year, enter the beginning and ending dates of employment in this group box.

If you select the Year to date option in the Payment stub type group box, this calculated field shows the number of payments the taxpayer has received from the start of the employment period to the statement date. You may enter a different number if desired.

This calculated field shows the number of payments the taxpayer will receive over the course of the employment period. You may enter a different number if desired.