SSA updates substitute forms W-2/W-3 guidance

The IRS has released a more recent updated version of its guidance on barcoding for substitute Forms W-3/W-2.

Changes to note:

  • November 17, 2017: TY 2016 — change Year to 2017 Update W3 Barcode layout-Updated line 5 Specification Version to 17.01; Update W2 Barcode layout-Updated line 5 Specification Version to 17.01; Updated last paragraph of W-3 E-filing. W-2 online fill-in-forms or file uploads will be on time if submitted by January 31, 2018. Under When to File, change the date to January 31, 2018. New Box 9 Verification code. Box 9 is used by participants in the W-2 Verification Code initiative.
  • January 11, 2018: On Page 3 of Section 6 under Employer EIN, 96 and 97 were removed from the “do not begin with” Employers Identification Numbers (EIN) list. On Page 6 for Line Number 8 under the Field Notes column, 96 and 97 were removed from the “must not begin with” Employers Identification Numbers (EIN) list. (SSA TY 17Substitute W-3/W-2 2-D Barcoding Standards, Version 1.1, January 11, 2018.)

Visit our News Library to read more news stories.