So now it only makes sense to go over how to e-file Form W-2 and what the deal is with its companion form, the W-3.
E-filing Form W-2
First things first: if you have more than 250 W-2 Forms to file, you’re required by the IRS to e-file. Even if you’re not quite there and only have a few W-2 Forms to submit, we (and the IRS) strongly recommend e-filing anyway. It’s easier, faster, and more secure - if you sign on with an IRS-authorized e-file provider like ExpressIRSForms, that is.
With ExpressIRSForms, you can have your W-2 Forms e-filed with the IRS and mailed out to your employees in just a few steps:
- Create an account.
- Select that you’d like to create W-2 Forms from your Dashboard.
- Fill in your basic employer information (name, EIN, address).
- Fill in your employees’ details, including their basic info as well as their federal and state income and tax withheld.
- Review your forms and select whether you’d like us to mail your employee copies of Form W-2 for you.
- Pay the one-time transmittal fee and securely send your return off to the IRS!
And Form W-3
One of the biggest bonuses of filing online is that Form W-3 isn’t required to be completed and sent with your return when you e-file. It’s the transmittal form for Form W-2 which means it summarizes the contents of the W-2 return it accompanies. Because W-2 e-filing is more streamlined than paper filing, Form W-3 isn’t needed online.
If you do insist on paper filing, you will need to complete one Form W-3 to be sent with your W-2 Forms. You’ll need the following information to complete it:
- Payer or Employer type
- Total number of W-2 Forms
- Employer name, EIN, address, and state ID number
- Total income and taxes withheld reported in your W-2 Forms
Social Security Administration
Data Operations Center
Wilkes-Barre, PA 18769-0001
If sending your return by Certified Mail, change the ZIP code to 18769-0002. And if you use an IRS-approved private delivery service, include in the address “ATTN: W-2 Process, 1150 E. Mountain Dr.” and change the ZIP code to 18702-7997.