Table of Contents

W-2 E-Filing: Ohio

Nina Tchistiakova Updated by Nina Tchistiakova

Due date

January 31

E-filing threshold

Mandatory

Filing options

Electronic filing

Transmittal form

The Ohio Business Gateway W-2/1099 Upload feature creates an IT 3 from the W-2 information submitted.

Required file name

W2REPORT.txt

E-filing website

Ohio Business Gateway

Contact

Ohio Department of Taxation

(888) 405-4039

Email: IncomeStatementsEWT@tax.ohio.gov

Submitting files

Ohio accepts electronic filing for Prior Years.
Corrected W-2's can be submitted as a new original W-2. The state does not accept the W-2C for corrections.

Submit a W-2 file containing all W-2's not just the updated information. Please see: W-2 corrections as new original file.

See below for additional information.

All employers and retirement system payers that issue 10 or more W-2/1099-Rs will be required to upload their W 2/1099-R information electronically through the Ohio Business Gateway. 

If your W-2s contain School District Wages, enter the information on box 20 in the following format: SD #### or SD#### or ####.

Upload W-2s in EFW2 format using the link and instructions below.

Log into the appropriate Ohio Business Gateway account.

1. Access the Employer Withholding panel on the dashboard, click the More hyperlink located in the Account panel.

2. The Account Services screen displays, click the Upload Income Statement hyperlink located on the Income Statement Upload panel.

3. Select the Type of Income Statement from the drop-down menu.

4. Click the Next button, the Upload File panel displays.

5. Click the Upload File button, the Select a file to attach window displays.

6. Click the Choose File button, to browse your computer for the 1099-R file to be uploaded, click Open to upload the file.

7. Click the OK button. The Upload File window displays with a blue banner stating, “There were no errors found with your file.”

8. Click the Next button, the Review window displays.

9. Click the Submit button, the file is now submitted.

10. The Confirmation screen displays. Click the Printable View button to print the confirmation page or click the OK button to return to the Account Services screen.

11. If there are errors within the file, an Errors window will appear providing the following information:

• The number of errors within the file.

• A description of the error.

• The row and starting position of the error.

12. Once the errors are corrected, the file can be re-uploaded. Assistance with troubleshooting files can be obtained by emailing: IncomeStatementsEWT@tax.ohio.gov

Do not include your Federal Employer Identification Number (FEIN) in the file name. The file name will be included in the subject line and body of the email notification. The email will advise whether the file was successfully uploaded.

Corrected W-2's

Taxpayers can upload a corrected W2 file to the Ohio Business Gateway.  However, contact IncomeStatementsEWT@tax.ohio.gov by email stating that you have filed another W2 file. OH will then change the status of the first submission to "Error" and only use the second submission's data. To do this make changes to the W-2 and on Step 5 you will select the file and click on "Reset Status". This will put the clients W-2's back on Step 4 where you can create a new file.

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