Table of Contents

W2 E-Filing Module Overview

The user must manually submit the files by uploading them to the Social Security Administration's (SSA) Business Services Online (BSO) website. The status of the submittals must be monitored by the user logging back into the BSO website.

  1. See W2 and 1099 E-Filing: Getting Started.
  2. Change Select Program To Display to E-File/MagMedia (to purchase, click here).
    If the program displays a pop-up that you are not licensed for that portion of the program, do the following:
    a) Ensure you have purchased the E-File add on (this is sold separately from Payroll System), and
    b) Input the license code from that purchase.
  3. Open the Create W-2/W-2C E-File/MagMedia Files module.
    If instead a dialog appears that the portion of the program is not yet released, either:
    a) wait until its release date (typically in December), or
    b) update the program.
  4. The module has tabs across the top, corresponding to the steps of the e-file process. See Step-by-Step procedure for a guide through each step.

Step-by-step procedure

View CFS Instructional Video How to E-File W2s

  1. See Step 1: Submitter Data.
  2. See Step 2: SSA File.
  3. See Step 3: SSA Submittal.
  4. See Step 4: State File.
  5. See Step 5: State Submittal.

Further Assistance

BSO Hours

Monday-Friday: 5 a.m. - 1 a.m. ET

Saturday: 5 a.m. - 11 p.m. ET

Sunday: 8 a.m. - 11:30 p.m. ET

Questions or comments?

Phone: 1-800-772-6270 (TTY 1-800-325-0778)

How did we do?

W-2 E-Filing: Navigating the SSA's Business Services Online Website