This window allows you to specify how the employee’s Form W-2 is processed. Also see Setting Up 1099R Employees.
Treat as EIN or SSN
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EIN |
The number entered in the box is treated as an EIN. |
|
SSN |
The number entered in the box is treated as a SSN. |
First Name
The employee’s first name to be printed on the Form W-2. If blank, Evolution® prints the employee name.
Middle Name
The employee’s middle name to be printed on the Form W-2. If blank, Evolution® prints the employee name.
Last Name
The employee’s last name to be printed on the Form W-2. If blank, Evolution® prints the employee name.
Name Suffix
The employee’s name suffix to be printed on the Form W-2. If blank, Evolution® prints the employee name.
Annual Form Type
Select the type of Form W-2:
None
W-2
1099
W-2 & 1099
Puerto Rico Refer to Setting Up Employees in Puerto Rico
If a new ee is created as a 1099 worker, Evolution will default the Annual Form Type to 1099.
Deceased
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Yes |
The check box is checked on the Form W-2. |
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No |
The check box is not checked on the Form W-2. |
Statutory Employee
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Yes |
TBDThe check box is checked on the Form W-2. |
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No |
The check box is not checked on the Form W-2. |
Legal Rep
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Yes |
The check box is checked on the Form W-2. |
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No |
The check box is not checked on the Form W-2. |
Deferred Compensation
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Yes |
The check box is checked on the Form W-2. |
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No |
The check box is not checked on the Form W-2. |
If this employee is being paid with any pension or deferred compensation E/D code (code types DA through DK), Evolution® selects Yes. Therefore, Yes should only be selected if the pension is paid outside of payroll Act of paying individuals for services provided, including withholding taxes and other deductions. or uses an unusual E/D Code.
Pension
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Yes |
The check box is checked on the Form W-2, which indicates that the employee is receiving pension or 401K benefits outside your company. |
|
No |
The check box is not checked on the Form W-2. |
The pension box choice on the client level overrides the Employee level.
If this Employee is being paid with any pension or deferred compensation E/D Code Type (codes DA through DK), Evolution® automatically checks the box on the Form W-2. Therefore, Yes should only be selected if the pension is paid outside of payroll or uses an unusual E/D Code.
Residential State
If the Client has the flag set to Yes at the Client level, then the state populates in the EE Residential State will be the state used to determine which reciprocating rules should be applied for W2 Reporting.
In Evolution, W2 reciprocation is hard-coded within the system and happens automatically behind the scenes. The W2 reciprocation rules are loaded on the Reciprocation tab of the iSystems State - State window for each state. The rules that the system will apply are based on the Residential State populated here.
I-9 on File
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Yes |
Indicates that the Form I-9 (Employment Eligibility Verification ) is on file. The employee fills out the form within 3 days of hiring so the employer can verify eligibility of employment. |
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No |
Indicates that Form I-9 is not on file. |
Distribution Code
Type the distribution code assigned by the IRS. Evolution® prints this code in corresponding box on the Form 1099R.
Tax Amount Determined
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Yes |
The Taxable amount not determined check box is selected in box 2b on the Form 1099R. |
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No |
The Taxable amount not determined check box is cleared in box 2b on the Form 1099R. |
Total Distribution
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Yes |
The Total Distribution check box is selected in box 2b on the Form 1099R. |
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No |
The Total Distribution check box is cleared in box 2b on the Form 1099R. |
Pension Plan
Select the type of pension plan:
None
IRA
SEP
Simple
|
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