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Level 2
January 16, 2023
Question

W-3 filing requirements when submitting an E-filed W-2 form

  • January 16, 2023
  • 3 replies
  • 47 views

I used turbotax to e-file our W-2s however after submitting them the W-3 appeared in a print only version.

So do we print and mail the W-3 with a copy of the W-2's submitted?

Or

Has this been also been E-filed with the submittal of the W-2's ?

When we have used the BSO site at SSA we have to fill out and submit both electronically.

No such confirmation for W-3 appeared when submitted the W-2's

 

This should be cleared up in the program

    3 replies

    Alumni - Intuit
    January 16, 2023

    The instructions for Form W-3 say:

     

    Do not file Form W-3 for Form(s) W-2 that were submitted electronically to the SSA. 

     

    Complete a Form W-3 transmittal only when filing paper Copy A of Form(s) W-2, Wage and Tax Statement. Don't file Form W-3 alone.

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    PBS66Author
    Level 2
    January 16, 2023

    I saw those same instructions on the printable W-3 form that Turbo Tax generated.

     

    However I've always had to fill out an electronic W-3 at the SSA's BSO account even when we filed W-2s there electronically for the last 5 years.

    So are you saying that No W-3 filing is ever required by the IRS if we have submitted W-2's online thru TurboTax? 

    Can you confirm that is the case?

    Alumni - Intuit
    January 16, 2023

    Yes. You do not need to file form W-3 if your forms W-2 are e-filed.

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