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Fundamentals of Form W-2 Processing and Preparation

Form W-2 is the baseline payroll tax forms that as payroll professions we are constantly dealing with. Everyday changes are occurring that effect how we handle these forms. It is critical to stay on top of current rules and regulations regarding these critical forms.Areas Covered Employer notification requirements and important deadlines Form W-2Lock in letters from the IRS and how to handleCurrent changes and how recent and upcoming law changes will impact the Form W-2Form W-2 Box by box explanationIRS reporting requirementsReview best practices and pointers to make reconciliation easierA understanding of the form W-2 and all requirements around themWho Should AttendControllersAccountingPayroll Tax ProfessionalsPayroll ProfessionalsWhy Should You AttendYou have looked at hundreds of W-4 forms, but if you got one today that claimed Married with 2 exemptions and exempt would you know how to properly handle it? If an employee comes into your office asking for a W-2C because the new code DD is not on their 2012 W-2, would you have to produce a W-2C?


Form W-2 is the baseline payroll tax forms that as payroll professions we are constantly dealing with. Everyday changes are occurring that effect how we handle these forms. It is critical to stay on top of current rules and regulations regarding these critical forms.

Areas Covered

  • Employer notification requirements and important deadlines Form W-2
  • Lock in letters from the IRS and how to handle
  • Current changes and how recent and upcoming law changes will impact the Form W-2
  • Form W-2 Box by box explanation
  • IRS reporting requirements
  • Review best practices and pointers to make reconciliation easier
  • A understanding of the form W-2 and all requirements around them

Who Should Attend

  • Controllers
  • Accounting
  • Payroll Tax Professionals
  • Payroll Professionals

Why Should You Attend

You have looked at hundreds of W-4 forms, but if you got one today that claimed Married with 2 exemptions and exempt would you know how to properly handle it? If an employee comes into your office asking for a W-2C because the new code DD is not on their 2012 W-2, would you have to produce a W-2C?