Drake Accounting - Adjusting W-2 State or Locality Entries

Article #: 17668

Last Updated: March 06, 2025

 


Tags: Drake AccountingDASW2

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There is an option called Adjust State/Locality Entries when completing Forms W-2 under the Employees module or under the On the Fly module. This is located in the bottom left corner when completing the form. This option allows you to enter multiple box 14 or 15-20 codes at once and assign amounts to each one without having to double-click on each W-2 individually.

Image showing the Adjust State/Locality Entries option.

A blue validator will appear when certain states or localities are selected and when deductions or details are applied that have certain keywords. The blue validator will display next to the state or locality to tell you the specific code that needs to be used. This is to ensure the state W-2 e-file has the correct code, as certain states or localities require certain codes.

Note  The following states do not currently file the W-2: AK, CA, FL, NV, NH, SD, TN, TX, WA, and WY.

For example, in the following example, box 14 currently shows “ME MEPERS” when the state e-file requires the code “MEPERS” to be used instead, based on the blue validator.

Image showing a W-2 with the wrong state code.

Although this can be changed by manually changing the code in box 14 yourself, it is recommended to use the Adjust State/Locality Entries option because it will ensure you are using the correct box 14 code for the e-file.

To change the code in box 14 using the Adjust State/Locality Entries option (based on the example above):

  1. Click the Adjust State/Locality Entries button.

  2. Ensure you have selected the appropriate person under the Full Name column.

    Image showing the W-2 Box 14 Adjustments list.

  3. Select the appropriate code in the first drop down on the left (above the Federal ID column).

    • In the previous example, since there is only one code for the W-2, you would select Code 1.

    • If there were two codes in box 14 and you wanted to make a change to the second code, you would select Code 2 in the drop down and so on.

  4. The Original Code drop down contains the name of the code that is currently used for box 14.

  5. In the Renamed Code drop down, select the code you wish to apply to box 14 based on the blue validator’s instructions. In this example, you would select “MEPERS” for the code.

    Image showing the renamed code drop list.

  6. Click Update Code and it will change the code in the grid to the new code (and will also change the code in the Original Code drop down because that is now the current code for box 14).

    • You can also change the box 14 code by typing into the Code 1 field.

    • The only fields that cannot be changed on the Adjust State/Locality Entries window are the Full Name and Federal ID fields.

  7. Click OK.

  8. The W-2 will refresh with the new code in Box 14.

    Image showing the W-2 with the correct code.

State Requirements

States that Require Certain Codes for Box 14:

State Required Code Purpose More Information
Kansas

KPER

Kansas Public Employees’ Retirement System

Individuals affected are state employees, teachers, school district employees and other regular and special members of KPERS, regular and special members of the Kansas Police and Firemen’s Retirement System and members of the Justice and Judge Retirement System.

Kansas Public Employees Retirement System
Maine MEPERS*

Maine Public Employees Retirement  System Contributions

*If you intend to e-file, use MEPERS for the code. If you plan on paper filing, you can choose to use a different code.

N/A
Maryland STPICKUP

Maryland's State Pickup

For contributions to any mandatory state retirement system.

MD W-2 Need-To-Know
Massachusetts MAPFML Employee contribution for Paid Family and Medical Leave MA Family and Medical Leave
Oregon ORSTT W/H Oregon Statewide Transit Tax Withheld Oregon Statewide Transit
New Jersey

 UI/WF/SWF

New Jersey Unemployment Insurance/Workforce Development/Supplemental Workforce Funds

*

New Jersey DI New Jersey Disability Insurance *
New Jersey FLI New Jersey Family Leave Insurance *

*New Jersey does not accept paper filings by mail - see New Jersey Electronic Filing Mandate for details.