chuck liptz, director employer wage reporting and relations staff social security administration
DESCRIPTION
Social Security Update. Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration. Over 158 Million Forms W-2 sent Electronically ( 2005 ). Electronic Filing Success Story. Millions. TY2004 (2005) 67% of all W-2s. The rest of the story …. - PowerPoint PPT PresentationTRANSCRIPT
Chuck Liptz, DirectorChuck Liptz, DirectorEmployer Wage Reporting and Relations StaffEmployer Wage Reporting and Relations StaffSocial Security AdministrationSocial Security Administration
Social Security UpdateSocial Security Update
Electronic FilingSuccess Story
020406080
100120140160180200
2001 2002 2003 2004 2005
ElectronicOther Media
TY2004 (2005) 67% of all W-2s
Over 158 Million Forms W-2 sent
Electronically(2005)MillionsMillions
The rest of the story …The rest of the story …
42
44
46
48
50
52
54
56
Millions
2001 2002 2003 2004 2005
Paper W-2s - 2001 to 2005
4.4
4.5
4.6
4.7
4.8
4.9
5
Millions
2001 2002 2003 2004 2005
Paper Reports (Employers) 2001 - 2005
Registration ProcessRegistration Process
Provide registration information (you and employer) Choose your own password Receive your PIN (Personal Identification Number) Choose your roles Letter to user (may have Activation Code) Letter to employer (may have Activation Code)*
Employer gives Activation Code to User User inputs Activation Code(s)
Select Your Password
Choose Your Role(s)Choose Your Role(s)
Activate A RoleActivate A Role
E-File OptionsE-File Options
Two Ways to e-file– Upload MMREF for large or small
filers(requires W-2 software)
– Fill-in up to 20 W-2 Online screen (no W-2 software required!)
Both use March 31 e-file deadline
W-2 OnlineW-2 Online Ideal for small filers or special needs No forms or tax software required!!! Blank W-2 displayed via Internet
-- Fill in screens one at a time(up to 20)
-- Name/SSN verification immediately W-3 totaled for your records Employee Copies (.pdf) too!
W-2C OnlineW-2C Online Blank W-2C displayed via Internet Fill in screens one at a time
(up to 5) Limited functionality this year Employee Copies (.pdf) too!
Magnetic Media EliminatedMagnetic Media Eliminated
TY 2004 – last year for tapes and TY 2004 – last year for tapes and cartridgescartridges
TY 2005 – last year for disksTY 2005 – last year for disks
What We’re Working On inWhat We’re Working On inWage ReportingWage Reporting
Additional models for Electronic Additional models for Electronic FilingFiling
Eliminate mailing paper MMREFEliminate mailing paper MMREF Changes to paper W-2 form – Changes to paper W-2 form –
moving the SSN fieldmoving the SSN field Software vendors code in MMREFSoftware vendors code in MMREF New record in MMREF for Puerto New record in MMREF for Puerto
Rico, other territories and states to Rico, other territories and states to useuse
stay tuned …stay tuned …
What is SSNVS?(Social Security Number Verification Service)
Allows employers to verify the name and SSN of a hired employee with Social Security (SSA) over the Internet
Cannot be used for tax filing purposesOnly tells you if name & Social Security
number match SSA’s records5 possible “No-Match Codes” returned.Provides an indicator if Social Security
number belongs to a deceased person
Two Methods for using SSNVSTwo Methods for using SSNVS Direct keying onto SSA’s website
Key up to 10 names/SSNs with immediate results
Can key multiple screens
Upload file Can upload up to 250,000 SSNs per file Next business day results
Request Online SSN VerificationRequest Online SSN Verification
Request Online SSN Verification
Request Online SSN Verification
VERIFICATION CODES
1 = SSN not in file (never issued to anyone)
2 = Name and DOB match, gender code does not match
3 = Name and gender code match; DOB does not match
4 = Name matches, DOB and gender code do not match
5 = Name does not match, DOB and gender code not checked
DECEASED (PER SSA RECORDS)If Social Security records indicate any of the names and SSNs submitted for verification belonged to deceased individuals, the page will display a table
with the information pertaining to these requests.
Possible Mismatch Codes
What We’re Working OnWhat We’re Working OnSSNVSSSNVS
Return all namesReturn all names– Last 4 digit of SSN for match OnlineLast 4 digit of SSN for match Online– All Names & SSNs for filesAll Names & SSNs for files
Accept Excel Spread sheets if Accept Excel Spread sheets if properly formattedproperly formatted
Input your Employer Identification Input your Employer Identification Number (EIN)Number (EIN)
Elimination of disk and tapeElimination of disk and tape
Hodge Podge New Box 12 Codes - AA & BBNew Box 12 Codes - AA & BB● SSA must verify status of foreign SSA must verify status of foreign
workers with DHS before SSN issuedworkers with DHS before SSN issued● Immediate verification (2 weeks)Immediate verification (2 weeks)●Delayed verification (up to 120 days)Delayed verification (up to 120 days)
● Administrative Wage GarnishmentAdministrative Wage Garnishment
Keep Up To DateKeep Up To DateW-2 NewsSSA/IRS Reporterwww.ssa.gov/employer/pub.htm
Employer website
www.socialsecurity.gov/employer
Business Services Online
www.socialsecurity.gov/employer/bsowelcome.htm
Employer Reporting Assistance
1-800-772-6270
BSO Technical Assistance
1-800-772-2970
Employer Services Liaison Officers
Help!!!