Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 43 Next »

This article demonstrates how to add Form W-2.


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.


Adding Form W-2

  1. Select Add Form.

    image-20241003-202401.png

  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.

    Desktop/Hosted

    image-20241004-133623.png


    CrossLink Online

    image-20241004-133705.png

  • No labels