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Chuck Liptz, Director Chuck Liptz, Director Employer Wage Reporting and Relations Staff Employer Wage Reporting and Relations Staff Social Security Administration Social Security Administration Social Security Update Social Security Update

Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

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Page 1: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Chuck Liptz, DirectorChuck Liptz, Director

Employer Wage Reporting and Relations StaffEmployer Wage Reporting and Relations Staff

Social Security AdministrationSocial Security Administration

Chuck Liptz, DirectorChuck Liptz, Director

Employer Wage Reporting and Relations StaffEmployer Wage Reporting and Relations Staff

Social Security AdministrationSocial Security Administration

Social Security UpdateSocial Security Update

Page 2: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Electronic FilingSuccess Story

Electronic FilingSuccess Story

020406080

100120

140160180200

2001 2002 2003 2004 2005

ElectronicOther Media

020406080

100120

140160180200

2001 2002 2003 2004 2005

ElectronicOther Media

TY2004

(2005)

67% of all W-2s

Over 158 Million Forms W-2 sent

Electronically(2005)MillionsMillions

Page 3: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

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

Page 4: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

4.4

4.5

4.6

4.7

4.8

4.9

5

Millions

2001 2002 2003 2004 2005

Paper Reports (Employers) 2001 - 2005

Page 5: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations
Page 6: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

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)

Page 7: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations
Page 8: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Select Your PasswordSelect Your Password

Page 9: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Choose Your Role(s)Choose Your Role(s)

Page 10: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Activate A RoleActivate A Role

Page 11: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

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

Page 12: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations
Page 13: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations
Page 14: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

W-2 OnlineW-2 OnlineW-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!

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!

Page 15: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations
Page 16: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

W-2C OnlineW-2C OnlineW-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!

Blank W-2C displayed via Internet Fill in screens one at a time

(up to 5) Limited functionality this year Employee Copies (.pdf) too!

Page 17: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Magnetic Media EliminatedMagnetic Media EliminatedMagnetic 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

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

Page 18: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

What We’re Working On inWhat We’re Working On inWage ReportingWage Reporting

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

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 …

Page 19: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

What is SSNVS?(Social Security Number Verification Service)

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

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

Page 20: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Two Methods for using SSNVSTwo Methods for using SSNVSTwo 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

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

Page 21: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Request Online SSN VerificationRequest Online SSN VerificationRequest Online SSN VerificationRequest Online SSN Verification

Page 22: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Request Online SSN VerificationRequest Online SSN Verification

Page 23: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Request Online SSN VerificationRequest Online SSN Verification

Page 24: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

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 CodesPossible Mismatch Codes

Page 25: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

What We’re Working OnWhat We’re Working OnSSNVSSSNVS

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

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

Page 26: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Hodge PodgeHodge 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

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

Page 27: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

Keep Up To DateKeep Up To DateKeep Up To DateKeep Up To DateW-2 NewsSSA/IRS Reporterwww.ssa.gov/employer/pub.htm

W-2 NewsSSA/IRS Reporterwww.ssa.gov/employer/pub.htm

Page 28: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations

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!!!

Page 29: Chuck Liptz, Director Employer Wage Reporting and Relations Staff Social Security Administration Chuck Liptz, Director Employer Wage Reporting and Relations