You can enter a W-2 in TaxWise by following these steps:
Open the Tax Return – Start by selecting the client’s return where you want to enter the W-2.
Access the W-2 Form – In the Forms Tree, look for Form W-2 and open it.
Enter / Verify Employer Information – Fill in the employer's name, address, and Employer Identification Number (EIN).
Input Wage Details – Enter the amounts from the physical W-2 form, including:
Box 1: Wages, tips, and other compensation
Box 2: Federal income tax withheld
Box 3-6: Social Security and Medicare wages/taxes
Box 12: Any additional codes and amounts
State and Local Information – If applicable, complete the state wages, state tax withheld, and employer state ID.
Verify and Save – Review the entered information, ensure accuracy, and save the return.
If the W-2 isn’t showing correctly or you encounter an error, try refreshing the form or restarting TaxWise.
Here's a quick screen recording on how to Enter W-2;