Enter the number of completed individual forms 499r2w2pr you are sending with this form w3pr. W3pr even if you are filing only one form 499r2 w2pr. For instructions on how to file forms w2pr on magnetic media, click here extract from the original publication. The puerto rico hacienda recently released forms 499r 2 and 499r 2c for tax year 2018. Modified fields the 2019 form 499r2pr w2pr added boxes c and d to report services. A 30day extension is available by filing form as 2727, request for extension of time to file. The puerto rico treasury department issued the publication 1704 including the new electronic filing requirements for forms 499r 2 w 2pr for 2017. Employers or their service contractors must request new forms 499r 2 w 2pr from the pr income tax bureau employers section by the end of every year. This amount will print in box 22 of form 499r 2 w 2pr. Copies of a form w 3 go from an employer to the social security administration along with additional copies of w. In addition, you make different transactions from your home through a secure system on the internet, and the first time you can pay your tax return payment. While there are some slight changes in wording and updated contact information to the newly released forms, the most significant change is the addition of a new code f to form 499r 2 w 2pr. The puerto rico preprinted form 499r 2 w 2pr, w 2 electronic file and the 3rd party tax interface file have all been. Make sure that both form w 3pr and form 499r 2 w 2pr show the correct tax year and employer identification number ein.
Forms 499r 2 w 2pr and 499r 2c w 2cpr withholding statements and corrections to withholding statements. To access the whole document, download the form 499r 2 w 2pr. To include inactive employees in the employee list, select the include inactive employees box. Current revision form w 3 pr pdf, in spanish about form w 3 pr, transmittal of withholding statements internal revenue service. Electronic filing requirements of forms w2 for tax year. The puerto rico department of treasury the pr treasury recently issued informative bulletin no. You will be penalized by th e department of the treasury. Users of this publication employers submitting form 499r2w2pr by text file.
Available at participating offices and if your employers participate in the w 2 early access sm program. Exempt salary codes the 2019 form 499r 2 pr w 2 added additional exempt salary codes. The confirmation number must match the confirmation number printed on form 499r 2 w 2pr, including all information reported. Oct 22, 2018 the 2018 electronic filing requirements for puerto ricos form 499r2w2pr, withholding statement, were released oct. From the reports menu, choose payroll, then choose print 499r 2 w 2pr forms. What if i have 5 or more w 2s and i send you paper w.
Enter the ninedigit number assigned to you by the irs. Failure to file the original top copy of form 499r2w2pr with ssa ssa processes the original top copy of form 499r2w2pr on optical scanning and imaging equipment. The statement must be filed with copies a of the withholding statements form 499r2w2pr and a list preferably in the form of an adding machine tape of the amount withheld. To request an extension of time to file the withholding statement w 2pr and reconciliation statement of income tax withheld 499r 3 submit an electronic filing of form as 2727. Fill out blanks electronically using pdf or word format. Instructions for filing form 499r 2w 2pr copy a w2 information to the department of the treasury on magnetic media using the mmw2pr1 format. Make sure that both form w3pr and form 499r2w2pr show the correct tax year and employer identification number ein. The irs recommends retaining copies of these forms for 4 years. Company y is required to file forms 499r 2 w 2pr on magnetic media but is not required to file forms w 2as on magnetic media. The file must be uploaded first to obtain the confirmation number from the system.
Colecturia virtual of the department of the treasury has been renewed with a simple and easy format. Forms 499r2w2pr and 499r2cw2cpr withholding statements and corrections to withholding statements. Federal w3 pr instructions instructions for form w3pr. The confirmation number must match the confirmation number printed on form 499r 2 w 2pr. Puerto rico releases 2018 form w2pr electronic filing rules. Setting up youth wage tax exemption for puerto rico. See the instructions for line 6 of form 1040pr or 1040ss to find out how to report the tax due. Therefore, if you file such form using magnetic media, they will be considered as not filed.
References to form w 2 on form 8959 and in these instructions also apply to forms w 2as, w 2cm, w 2gu, w 2vi, and 499r 2 w 2pr. The deadline to file the 2019 form 499r2w2pr with the puerto rico treasury department is january 31, 2020. A 30day extension is available by filing form as 2727, request for extension of time to file the withholding statement and reconciliation statement of income tax withheld, through suri. Instruction for the transmittal of withholding statements form that is sent as an attachment to other paper copies of 499r2 or w2pr. Employers submitting form 499r2cw2cpr by text file.
Fill out, securely sign, print or email your publication 1803 instantly with signnow. To request an extension of time to file the withholding statement w2pr and reconciliation statement of income tax withheld 499r3 submit an electronic filing of form as 2727. Apr 30, 2020 use this form to transmit forms 499r 2 w 2pr to ssa. Due date wage records for tax year 2019 are due january 31, 2020. They have taken federal taxes out as well as medicare taxes, how do i file and must i file if i am.
The most secure digital platform to get legally binding, electronically signed documents in just a few seconds. To access the whole document, download the form 499r2w2pr magnetic media reporting requirements from the hacienda webpage. No envie ningun pago efectivo, cheques, giros, etc. For tax year 2018, employers in puerto rico will be required to report certain severance payments, as discussed further below, as exempt wages on withholding statement form 499r 2 w 2pr the puerto rico equivalent of the us w 2 form pr form w 2. However, make a copy of form w 3pr to keep with copies of your forms 499r 2 w 2pr. What if i have 5 or more w 2s and i send you paper w 2s. File form w3pr with forms 499r2w2pr by january 31, 2020. Mandatory electronic filing you must file all employee wages records electronically through suri using efw2pr format. Instructions for filing form 499r2w2pr copy a w 2 information to the department of the treasury on magnetic media using the mmw2pr1 format.
Print a 499r 2w 2pr form to print a 499r 2w 2pr form. Electronic filing requirements for forms 499r2w2pr grant. If you worked in puerto rico, form 499r 2 w 2pr, boxes 22 and 23, show the uncollected tax due. Filings in paper form, via fax, mail or any other method will not be considered as filed.
Return must be filed january 5 february 28, 2018 at participating offices to qualify. About publication 15, circular e, employers tax guide about publication 15a, employers supplemental tax guide supplement to circular e, employers tax guide, publication 15 about publication 15b, employers tax guide to fringe benefits. Example of electronic filing confirmation number box on form 499r 2 w 2pr. However, for form 499r 2 w 2pr, medicare wages and tips are reported in box 19 and medicare tax withheld is reported in box 20. Electronic filing requirements for forms 499r2w2pr. Failure to file the original top copy of form 499r 2 w 2pr with ssa ssa processes the original top copy of form 499r 2 w 2pr on optical scanning and imaging equipment. Employers or their service contractors must request new forms 499r2w2pr from the pr income tax bureau employers section by the end of every year. Solution description currently, neither the proseries nor the lacerte tax programs support puerto rico returns. This person receives a w 2 and a w 2pr, records the w 2pr on their pr return and the w 2 on their form 1040. You can create fillin versions of forms 499r2w2pr and w3pr for filing with ssa. Entering puerto rico form w2pr information tax pro. File w21099 online print and efile w2 taxslayer books.
Once you have installed the treasury department program in your computer, and have your employees w 2 forms completed, you should follow these steps. The confirmation number must match the confirmation number printed on form 499r2w2pr, including all information reported. This amount will print in box 23 of form 499r 2 w 2pr. Prepare your payroll quarterly and annual returns 499r 2 w 2pr w 2 s. However, make a copy of form w3pr to keep with copies of your forms 499r2w2pr. Copies of a form w 3 go from an employer to the social security administration along with additional copies of w 2s. Effective with tax year 2016, the date of birth must also be reported. Printing form with digital stamp for returns filed electronically. Electronic filing with pr dept of treasury upload file, irs e file and pr dept of labor and hr upload file prepare 499r 2 w 2pr w 2 s, quarterly and annual returns informative. The 2018 electronic filing requirements for puerto ricos form 499r 2 w 2pr, withholding statement, were released oct. Nov 15, 2018 the puerto rico department of treasury the pr treasury recently issued informative bulletin no. The puerto rico treasury department issued the publication 1704 including the new electronic filing requirements for forms 499r2w2pr for 2017.
In the home window, on the file menu, choose importexport, electronic filing, and then export 499r 2 w 2pr report. Instructions for the employer prepare form 499r 2 w 2pr. The due date for filing 2019 forms 499r2w2pr and w3pr with the social security administration ssa is january 31, 2020, whether you file using paper forms or electronically. From the reports menu, choose payroll, then choose print 499r2w2pr forms.
Checklist for w2 online filing accuwage specifications for filing forms w2 and w2c electronically efw2efw2c paper. However, you can display the same information in the yeartodate employee summary report. Whats new a box was added to include the disaster assistance qualified payments according to administrative determination 1721. W 3pr even if you are filing only one form 499r 2 w 2pr.
These forms are the puerto rico equivalent of the w 2 and w 2c respectively, and must be filed with the hacienda and the social security administration by every employer that has paid wages with income tax withheld for puerto rico or to correct any submissions in the case of the 499r. There is no need to purchase software or expensive forms. Employers with w 2 forms to submit using private programs, that is, any program other than our haciendas web program. Changes to reporting requirements for severance payments in.
The most secure digital platform to get legally binding, electronically signed documents in just a few. Puerto rico issues guidance on mandatory electronic filing. Taxslayer books 1099w2 online allows you to print and e file w2s and 1099s online. Do forms w2pr need to be recorded on form 1040 wages. The electronic application will be available through suri. Irs w3pr 2019 fill out tax template online us legal forms.
Send this entire page with the entire original page of forms 499r2w2pr to the social security administration ssa. You may also print out copies for filing with state or local governments, distribution to your employees, and for your records. Automatically compute payroll deduction and net payable. For the calendar year ending december 31, 1998, company z files 300 original returns on form 1099div and later files. Use form w3pr even if youre filing only one form 499r2w2pr.
Employers with 3 or more w2 forms to submit using private programs, that is, any program other than our haciendas web program. Do not file a photocopy of form w 3pr with the ssa. Problem description where do i enter a w 2pr from puerto rico in the program. Use this form to transmit forms 499r 2 w 2pr to ssa. The deadline to file the 2019 form 499r 2 w 2pr with the puerto rico treasury department is january 31, 2020. Services rendered by a qualified physician who has a valid tax decree under act 142017 known as the incentives act for the retention and return of medical. Type of federal return filed is based on your personal tax situation and irs rules. Irs instruction w3pr 2019 fill out tax template online. Electronic w 2w2c filing user handbook for tax year 2019. If you file electronically, the due date is also january 31, 2020. Returns or refund status this service will be available from march withholding 499r 2 w 2pr. I received the form 499r 2 w 2pr and the bottom has a section which. Make them reusable by making templates, add and complete fillable fields. Box 23 if there was any allocated tips reported in box 10, there also should be an uncollected medicare tax amount figured for these tips not yet reported.
Changes to reporting requirements for severance payments. Save time with this incredibly easy to use software. In the home window, on the file menu, choose importexport, electronic filing, and then export 499r2w2pr report. Copies of a w 2 form go from the employer to the employee. Dec 20, 2018 for tax year 2018, employers in puerto rico will be required to report certain severance payments, as discussed further below, as exempt wages on withholding statement form 499r2w2pr the puerto rico equivalent of the us w2 form pr form w2, 1 as opposed to form 480.
I received the form 499r 2 w 2pr and the bottom has a section which states that, according to puerto rico internal revenue code of 2011, an income tax return must be filed if. Select u201cvalidation and transmission of w2 and w2c files. You may also print out copies for filing with state or local governments. Instructions for filing form 499r2w2pr copy a w2 information to the department of the treasury through electronic transfer using the mmw2pr1 format. Taxslayer books 1099 w 2 online allows you to print and e file w 2s and 1099s online. Puerto rico issues guidance on mandatory electronic filing of. The ssa will reject form 499r2w2pr electronic and paper wage reports under the following conditions. Guidance on the electronically filing requirements applicable to 2019 form 499r 2 w2pr filings. Is that correct, or should the w 2pr be reported on the form 1040 with the foreign income exclusion nullifying that income. Failure to file the original top copy of form 499r 2 w 2pr with ssa ssa processes the original top copy of form 499r 2 w 2pr. These forms are the puerto rico equivalent of the w 2 and w 2c respectively, and must be filed with the hacienda and the social security administration by every employer that has paid wages with income tax withheld for puerto rico or to correct any. If you have more than one year of data, select the year for which forms will be created.