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 1. Aurora Training Advantage
 2. Live Webinar
 3. Form W-2 for 2023: All You Need to Know


LIVE WEBINAR




FORM W-2 FOR 2023: ALL YOU NEED TO KNOW

WEBINAR DETAILS $219

 * Webinar Date: June 21, 2023
 * Webinar Time: 2:00pm - 3:40pm EDT   live
 * Webinar Length: 100 Minutes
 * Guest Speaker:   Vicki Lambert
 * Topic:   Taxation and Accounting, Human Resources, Payroll
 * Credit:   CPE 2.0, HRCI 1.5, SHRM 1.5, ATATX 1.5, ATAPR 1.5, ATAHR 1.5

 * Purchase Options


 * Overview

The Form W-2 is one of the most important documents that payroll departments
must process. This webinar covers the IRS Form W-2 for 2023. We examine the
requirements for completing and filing the form including a box by box
explanation. The new lower thresholds for mandatory electronic filing will be
reviewed. Best practices for completing and reconciling the form, handling
duplicate requests from employees are also covered.  When to use the correction
Form W-2c is also discussed. 

What will be Covered: 

For the attendee to learn and understand the 2023 requirements for the Form W-2
including:

 * Changes to the Form W-2 
 * NEW! Lower electronic filing thresholds  
 * Line by line completion of the Form W-2
 * Reconciliation of Form W-2 to Form 941-best practices on when and why it must
   be done
 * Electronic delivery of W-2s to employees—what is required to set up the
   program
 * When to use the Form W-2c and when to correct the W-2 itself
 * Penalties for incorrect information have double and how that makes it
   imperative to verify employee names and social security number with the SSA
   data base
 * And Much More!

Who can Benefit: 

 * Payroll Executives/Managers/Administrators/Professionals/Practitioners/Entry
   Level Personnel
 * Human Resources Executives/Managers/Administrators
 * Accounting Personnel
 * Business Owners/Executive Officers/Operations and Departmental Managers
 * Lawmakers
 * Attorneys/Legal Professionals
 * Any individual or entity that must deal with the complexities and
   requirements of Payroll compliance issues

Level: Basic
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Accounting
Program Prerequisites: None
Advance Preparation: None


 1.  Introduction
 2.  Our Focus For Today 00:01:18
 3.  Physical Changes to Form W 2 for 2022 00:02:20
 4.  Filing Limits May Be Changing This Year Or Next Year! 00:04:07
 5.  Taxpayer First Act Update 00:06:14
 6.  EFW 2 Record Changes for 2021 00:08:14
 7.  Box by Box Review 00:08:48
 8.  Boxes A-C 00:09:41
 9.  Box D Control Number 00:16:42
 10. Boxes E and F Employee’s Name And Address 00:18:02
 11. Boxes E and F Continued 00:19:15
 12. Know the Employee’s Name 00:23:12
 13. Employee’s Name in General 00:25:55
 14. Use the Correct Name Format 00:27:16
 15. Electronic Forms 00:28:08
 16. Boxes E and F Continued 00:28:38
 17. Boxes E and F Continued 00:29:12
 18. Social Security Number Verification Service (SSNVS) 00:31:36
 19. With SSNVS You May… 00:32:10
 20. SSNVS Continued… 00:33:35
 21. Mismatch Codes 00:35:29
 22. Results Received 00:36:33
 23. Results Received Cont’d 00:37:35
 24. Sample Letter Employers Can Give To Employees 00:39:18
 25. Back to Our Box By Box Review 00:40:53
 26. Box 1 - Wages, Tips, Other Compensation 00:41:17
 27. Box 2 - Federal Income Tax Withheld 00:43:18
 28. Box 3 -  Social Security Wages 00:44:01
 29. Box 4 - Social Security Tax Withheld 00:44:37
 30. Box 5 - Medicare Wages And Tips 00:45:57
 31. Box 6 - Medicare Tax Withheld 00:47:08
 32. Box 7 - Social Security Tips 00:47:40
 33. Box 8 - Allocated Tips 00:49:44
 34. Best Practices for Gathering, Collecting, And Reconciling Data 00:51:05
 35. Box 9 - Blank 00:59:55
 36. Box 10 - Dependent Care Benefits 01:00:22
 37. Changes to 2021 Instructions Reminder 01:01:26
 38. Box 10 Continued… 01:01:54
 39. Box 11 01:06:24
 40. Box 11 Continued 01:07:30
 41. Nonqualified Deferred Compensation Reporting Example Chart 01:08:25
 42. Nonqualified Deferred Compensation Reporting Example Chart Cont’d 01:09:13
 43. Box 12 - Codes 01:09:23
 44. Form W-2 Reference Guide For Box 12 Codes 01:10:15
 45. Code DD 01:14:42
 46. Reporting Employer-Provided Health Care Coverage 01:15:08
 47. Reporting Employer-Provided Health Care Coverage - Reporting and 
     Requirements 01:15:46
 48. Reporting Employer-Provided Health Care Coverage - Transitional Relief
     01:16:31
 49. Reporting Employer-Provided Health Care Coverage 01:17:43
 50. Form W-2 Reporting Of Employer-Sponsored Health Coverage Chart 01:18:07
 51. Form W-2 Reporting Of Employer-Sponsored Health Coverage Chart Cont’d
     01:18:29
 52. Box 13 - Checkboxes 01:18:35
 53. Reconciliation Box 13 01:18:58
 54. Retirement Plans 01:26:10
 55. Form W-2 Box 13 Retirement Plan Checkbox Decision Chart 01:21:56
 56. Statutory Employee 01:22:50
 57. Third-Party Sick Pay 01:24:26
 58. Box 14 - Other 01:24:59
 59. Boxes 15-20 01:25:41
 60. State Disability Examples Boxes 15-20 01:28:41
 61. Their Reconciliation Process of Your Forms 01:29:41
 62. Reconciliation Process 01:29:51
 63. Items Reconciled 01:30:59
 64. SSA Reconciliation Points 01:31:21
 65. Rejected Wage Reports Form The Social Security Administration 01:32:23
 66. SSA Reconciliation Points 01:33:24
 67. Reconciliation of Form 941 to Form W-2 01:33:44
 68. Reconcile Form W-2 to Itself 01:33:55
 69. Reconciliation 01:35:23
 70. Review of Filing Deadlines for 2022 Forms W-2 01:36:11
 71. Other Items of Note 01:36:17
 72. Filing Requirements 01:36:44
 73. Form W-2 Due Dates 01:37:09
 74. Form W-2 Electronic Filing Requirements 01:37:31
 75. Reconciliation Form 01:37:56
 76. Form W-2 Reconciliation Form 01:38:06
 77. Correcting the Form W-2 01:38:16
 78. When to Use Form W-2c 01:38:45
 79. Form W-2c Example 01:38:56
 80. Electronic Forms W-2 to Employees 01:39:20
 81. Disclosure Requirements 01:39:28
 82. Disclosure Example from Yale 01:39:40
 83. Duplicate Form W-2 01:40:29
 84. Sample Request For Duplicate Form W 2 for Tax Year: 2021 01:41:19
 85. Penalties In Effect 01:41:23
 86. Penalties In Effect 2022 01:41:26
 87. De Minimis Errors 01:41:38
 88. De Minimis Errors Cont’d 01:41:56
 89. Record Retention 01:42:21
 90. Final Questions 01:42:33
 91. Presentation Closing 01:55:38

 * Accounts Payable (AP) 00:51:53
 * Affordable Care Act 01:14:42
 * De Minimis 01:41:38
 * EIN 00:14:29
 * Federal Insurance Contributions Act (FICA) 00:44:29
 * Form 941 00:14:13, 00:15:44, 00:41:33, 01:30:08, 01:31:59
 * Form W-2 00:01:32, 00:06:31, 00:14:03, 00:15:11, 00:45:43, 00:51:12,
   00:11:59, 01:16:52, 01:24:52, 01:31:56
 * Form W-2C 01:42:12
 * Form W-3 01:17:43, 01:38:03
 * Form W-4 00:43:54
 * Fringe Benefits 00:41:13, 00:51:46
 * Minimum Wage 01:24:06
 * Safe Harbor 01:41:56
 * Statutory Employee 01:22:50
 * Taxpayer First Act 00:05:18, 00:06:14
 * Wage 01:33:04, 01:41:51
 * Wage Base 00:44:01




Affordable Care Act: The Affordable Care Act, formally known as the Patient
Protection and Affordable Care Act, and colloquially known as Obamacare, is a
United States federal statute enacted by the 111th United States Congress and
signed into law by President Barack Obama on March 23, 2010.

De Minimis: Too trivial or minor to merit consideration.

EIN: The Employer Identification Number, also known as the Federal Employer
Identification Number or the Federal Tax Identification Number, is a unique
nine-digit number assigned by the Internal Revenue Service to business entities
operating in the United States for the purposes of identification.

Federal Insurance Contributions Act (FICA): The Federal Insurance Contributions
Act is a United States federal payroll contribution directed towards both
employees and employers to fund Social Security and Medicare—federal programs
that provide benefits for retirees, people with disabilities, and children of
deceased workers.

Form 941: Federal form 941, also called a quarterly federal tax return, is an
IRS return that employers use to report their FICA taxes paid and owed for the
period. The IRS uses this form to calculate the amount of employer tax payments
made during the year as well as the amount of taxes due at the end of the year.

Form W-2: Form W-2 is an Internal Revenue Service tax form used in the United
States to report wages paid to employees and the taxes withheld from them.
Employers must complete a Form W-2 for each employee to whom they pay a salary,
wage, or other compensation as part of the employment relationship. - Wikipedia
(https://en.wikipedia.org/)

Form W-2C: W-2C is a form used to make corrections on previously issued wage/tax
information (W-2s) from current or prior years. Like Form W-2, it is a multi-use
form used to report corrected wages to the IRS (Internal Revenue Service), FTB
(Franchise Tax Board), and SSA (Social Security Administration).

Form W-3: Form W-3 is a tax form used by employers to report combined employee
income to the Internal Revenue Service (IRS) and the Social Security
Administration. Employers who send out more than one Form W-2 to employees must
complete and send this form to summarize their total salary payment and
withholding amounts.

Form W-4: Form W-4 (otherwise known as the "Employee's Withholding Allowance
Certificate") is an Internal Revenue Service (IRS) tax form completed by an
employee in the United States to indicate his or her tax situation (exemptions,
status, etc.) to the employer.

Fringe Benefits: An extra benefit supplementing an employee's salary, for
example, a company car, subsidized meals, health insurance, etc.

Safe Harbor: A safe harbor is a provision of a statute or a regulation that
specifies that certain conduct will be deemed not to violate a given rule. It is
usually found in connection with a vaguer, overall standard. Under the safe
harbor, a “rental real estate enterprise” is treated as a trade or business for
purposes of Sec. 199A if at least 250 hours of services are performed each tax
year with respect to the enterprise. ... The safe harbor requires that separate
books and records be maintained for the rental real estate enterprise.

Statutory Employee: A statutory employee is an independent contractor under
American common law who is treated as an employee, by statute, for purposes of
tax withholdings. For a standard independent contractor, an employer cannot
withhold taxes.

Taxpayer First Act: The Taxpayer First Act is a law that makes significant
reforms to the Internal Revenue Service. The Taxpayer First Act (TFA) was
enacted on July 1st, 2019 with strong bipartisan support to reimagine and
enhance the way they serve taxpayers, and continue to enforce the tax laws in a
fair and impartial manner, and train IRS employees to deliver a world-class
customer experience. The Act consists of 45 provisions, including specic
mandates to improve the taxpayer experience.

Wage: A fixed regular payment, typically paid on a daily or weekly basis, made
by an employer to an employee, especially to a manual or unskilled worker.

Wage Base: The taxable wage base is the amount of an employee's income from
which the IRS calculates an individual's tax liability for Social Security. In
other words, the taxable wage base is the income an employee earns on which
Social Security taxes must be paid.

--------------------------------------------------------------------------------


GUEST SPEAKER

 * VICKI M. LAMBERT, CPP
   
   
   Vicki M. Lambert, CPP, is President and Academic Director of The Payroll
   Advisor™, a firm specializing in payroll education and training. The company
   offers a payroll news service which keeps payroll professionals up-to-dat
   [...]
   
   View Full Profile



FORM W-2 FOR 2023: ALL YOU NEED TO KNOW

×

LIVE WEBINAR + RECORDING


$298.00

Both Live and Recorded Webinar Attendees: No Attendee 1 Attendees - $298.00 2
Attendees - $377.00 3 Attendees - $456.00 4 Attendees - $535.00 5 Attendees -
$614.00 6 Attendees - $693.00 7 Attendees - $772.00 8 Attendees - $851.00 9
Attendees - $930.00 10 Attendees - $1,009.00 11 Attendees - $1,088.00 12
Attendees - $1,167.00 13 Attendees - $1,246.00 14 Attendees - $1,325.00 15
Attendees - $1,404.00

LIVE WEBINAR ONLY


$219.00

Live Webinar Attendees: No Attendee 1 Attendees - $219.00 2 Attendees - $298.00
3 Attendees - $377.00 4 Attendees - $456.00 5 Attendees - $535.00 6 Attendees -
$614.00 7 Attendees - $693.00 8 Attendees - $772.00 9 Attendees - $851.00 10
Attendees - $930.00 11 Attendees - $1,009.00 12 Attendees - $1,088.00 13
Attendees - $1,167.00 14 Attendees - $1,246.00 15 Attendees - $1,325.00

RECORDED WEBINAR ONLY


$219.00

Record Webinar Attendees: No Attendee 1 Attendees - $219.00 2 Attendees -
$298.00 3 Attendees - $377.00 4 Attendees - $456.00 5 Attendees - $535.00 6
Attendees - $614.00 7 Attendees - $693.00 8 Attendees - $772.00 9 Attendees -
$851.00 10 Attendees - $930.00 11 Attendees - $1,009.00 12 Attendees - $1,088.00
13 Attendees - $1,167.00 14 Attendees - $1,246.00 15 Attendees - $1,325.00
or

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Membership Attendees: No Attendee 1 Attendee - $599.00
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