Last Updated:
Article #: 10796
Overview
If your client is an employee of a company that uses ADP for their payroll processing, you can download W-2 information directly into Drake Tax. W-2 downloads can be purchased in blocks of 15 ($25 per set). See the Drake Software Support website > Purchasing > W-2 Imports for more information and to purchase W2 Imports.
Note W2 downloads are only available in the current tax year. For current Drake Software customers, unused W2 downloads do not expire and can be rolled forward to the next year.
Import Process
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From within the taxpayer’s return, go to the W2 screen.
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Enter the employer’s EIN on the W2 screen.
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Click the Import W2 button to check availability of the W2.
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If the employer is in the database, you will be prompted to enter information provided by the taxpayer:
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Click Process.
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The Form W-2 is imported into the return.
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Verify the information and make any other necessary entries.
Corrected or Altered W-2
Near the bottom of the W2 screen are check boxes to indicate that a W-2 was altered or handwritten (nonstandard) or corrected. Select the applicable box for a W-2 that has been changed.
Agent for Employer
If the taxpayer’s Form W-2 was prepared by an agent working for the employer, mark the Agent for Employer check box on screen W2.
If the Agent for Employer box is marked, the EIN entered in the Employer Information section of screen W2 should be the agent’s EIN, not the employer’s. For more information, see “Agent Reporting” in the IRS General Instructions for Forms W-2 and W-3.