Enter data for multiple W-2s
You may need to enter information for multiple W-2s for a taxpayer or spouse so that you can include all wages in your analysis. You can also have Planner calculate standard items, such as Social Security withholding or Medicare withholding.
Notes
- If the taxpayer or spouse does not have multiple W-2s, you can simply enter the W-2 data in the Wages grid.
- You can view the total taxable wages, total federal withholding, and total state withholding for all employers for a taxpayer or spouse and a specific year at the bottom of the W-2 Information panel.
- In Advisory, click the Projects tab.
- Open the plan.
- Click the Income folder, and then click Wages.
- To open the W-2 Information panel to have Planner calculate withholdings, click the icon for the Taxpayer or Spouse and for the year for which you want to enter wages.
- If this is the first W-2 data you are entering, enter the employer's name in the Employer Name field.
If this is W-2 data for another employer, click New.
- Enter the federal taxable wages. Planner will calculate some of the withholdings. Enter information for other withholdings, as needed.
- Click Save.
- Repeat the above procedure for each additional W-2 for the taxpayer or spouse.
Planner will calculate the total of all W-2 data for the taxpayer or spouse based on the information you enter in the W-2 Information panel.
Contact us
Call 800-968-0600
Was this article helpful?
Thank you for the feedback!