MANAGE TAX FILE DATA

Use this application to maintain magnetic media reporting contact information. The Social Security Administration (SSA) requires employers with more than 250 W-2s per employer ID number to report their W-2 data on magnetic media or by electronic filing in the MMREF-1 format.

Location

Identification

Taxable Entity Code

Enter, or click to select, the taxable entity ID for which the MMREF record is being created. Taxable entity IDs and information are entered on the Configure Company Information screen.

Preparer Code

From the drop-down list, select one of five options to indicate how this MMREF record was created. Valid options are:

Kind of Employer

From the drop-down list, select the option which best describes the type of employer you are. Valid options are:

This field does not apply to Puerto Rico employers.

Contact Information

Use this group box to enter contact information that is used by the Social Security Administration and/or other organizations that may have questions or processing problems.

Contact Name

Enter the name of the person or organization that can be contacted regarding this record.

Job Title

Enter the job title of the contact person for this record.

Phone Number

Enter the phone number of the contact person or organization.

Extension

Enter the phone extension number of the contact person or organization.

Fax

Enter the fax number of the contact person or organization.

E-mail

Enter the email of the contact person or organization.

Idaho

Fed/State Combined 1099 Participant

Select this check box if the taxable entity is a federal/state combined 1099 participant for Idaho.

Filing Cycle

Use the drop-down list to select a filing cycle for the federal/state combined 1099.

Total 1099s

Enter the total number of 1099s that you will submit. This value will be in RV record position 140-146.