Table of Contents

W-2 E-Filing: Pennsylvania

Nina Tchistiakova Updated by Nina Tchistiakova

Due date

January 31

Regardless if this date falls on a weekend or holiday

E-filing threshold

Must E-file if 10 or more

Filing options

Electronic filing

Transmittal form

Two separate uploads are required. Upload W-2's to Pennsylvania through “e-file/MagMedia Create W-2/W-2C Files” Module, steps 4 and 5. Then also Upload File Form Form REV-1667, located in CFS Payroll System under “W-2/1099 Information Returns”.

A submission is not complete without the transmittal/reconciliation filed.

Required file name

Specifications do not specify a file name.

E-filing website

https://mypath.pa.gov/_/

Contact

Edwin Palacios

717-772-3165

Epalacios@pa.gov

Submitting files

e-TIDES, the current online filing system for business taxpayers, will be replaced beginning in late November 2022. That means all business taxpayers and current e-TIDES users will instead use myPATH for filing returns, making payments, and managing their accounts.

It is recommended that all e-TIDES users wait until late November 2022 to create a myPATH profile for taxes being transitioned in the fifth phase of the modernization project.

Third party tax professionals with access to client tax accounts in e-TIDES will be able to migrate their account access into the new system beginning in late November 2022. These users will be required to enter their e-TIDES User ID and Password (i.e., e-Signature account credentials) to migrate access.

Business Taxes (pa.gov) As additional information becomes available it will be posted to this link.

The due date for the original filing of W-2/1099 information is Jan. 31 regardless if this date falls on a weekend or holiday. Corrections to W-2/1099 information must be made within 3 years of the original submission date.

Select EFW2 for W2 file upload.

Form REV-1667 one file per employer per filing period (in case an annual period). Combine the W2 and 1099 on the same form.

File or Enter Manually You can file your W-2 wage records, 1099-R distributions, 1099-MISC income and REV- 1667 Annual Withholding Reconciliation Statement (Transmittal) in e-TIDES using the File Return/Payment link. The Employer W-2/1099 Menu allows you to enter or edit information that was filed manually or uploaded in e-TIDES.

Corrected transactions must be submitted via the same channel as the original transaction, with the exception of TeleFile. Corrections to original transactions submitted via TeleFile, must be filed on paper.

Steps to filing year end forms

Program to Display:

1.  Create the W-2 Form: Located under Program to Display "W-2/1099 Information Returns"

2. Create the REV-1667 Form: Located under Program to Display "W-2/1099 Information Returns", PA REV-1667 - Annual Withholding Reconciliation Statement

PA Form REV-1667 - Annual Withholding Reconciliation Statement

Note: Create only ONE Form PA REV-1667 – Annual Withholding Reconciliation Statement for Payer’s W-2’s and 1099’s.  Only one PA REV-1667 file should be uploaded on the state website per payer.

3. Create the REV-1667 CSV File: Located under Program to Display "W-2/1099 Information Returns", PA REV-1667 - CSV File Upload to myPATH

PA Form REV-1667 - CSV File Upload Instructions

Make sure you save the file as a .csv

4.  Create the W-2 File: Located under Program to Display "e-file/magmedia", Create W-2 / W-2C e-file/MagMedia Files -> Step 4 - State File

5. Submit the 1099 and Rev 1667 (Step 5 State Submittal): Located under Program to Display "e-file/magmedia", Create W-2 / W-2C e-file/MagMedia Files -> Step 5 - State Submittal

Connect to the state website by clicking, “Connect to URL for” button (found in lower left portion of Step 5 (Create W-2 / W-2C e-file/MagMedia Files module).  Next to the button, make sure correct state is chosen.

On the PA website: Look for Reconciliation File Upload -> Add File

Upload the W2 - Select "EFW2 format"

File Location: "..... CFSlib\Pr2022\PR2022db\1099W2efile\W2_PA22\"

Upload the Rev-1667- Select "CSV format", (on the State website)

File Location: "..... CFSLib\Pr2022\PAcsv"

6. Print any acknowledgements from the state website.

7. Mark as Submitted – Click the “Mark as Submitted” button in Step 5 of the Create 1098 / 1099 / W-2G e-file/MagMedia Files module.  This will put a small “t” before your Program File Name in Step 5.

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