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This article demonstrates how to add complete Form W-2.

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About Form W-2

  • Taxpayers should receive a W-2 form if they earned more than $600 (noncash payments), or all income amounts if social security and Medicare tax was withheld, during a tax period.

  • Taxpayers who have not received their W-2 form by February 15th, and have made efforts to obtain their W-2 with no results, are able to complete Form 4852, Substitute for W-2, using their last pay stub.

ℹ️ In a typical year with no extensions, form W-2 must be issued to taxpayers no later than January 31st.

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Completing Form W-2

  1. Select Add Form.

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  2. Form W-2 will automatically be selected, double-click to add the form.

  3. If a joint return, choose New Taxpayer's or New Spouse's Occurrence.

  4. Complete the W-2.
    Be sure to complete all applicable sections prior to adjusting any amounts in boxes 3-6.

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