Payroll > Maintenance > Calendar YTD Data > W2 Inquiry
This tab displays data related to taxes, deductions, travel pay, taxable benefits, TRS deposits, and other amounts based on the totals included on the past year’s W-2 form. This tab displays both Calendar YTD and W-2 information. The left side of the page displays a portion of the Calendar YTD amounts that are reflective of the payments made to the employee for the logged-on payroll frequency. If the employee is on multiple payroll frequencies, the Calendar YTD information to the left of the W-2 information does not display the same amounts as the W-2. The W-2 reflects amounts based on all payroll frequencies. If the Calendar YTD information displays a 457 Withdraw amount, the Calendar YTD Taxable Gross does not display the same amount as the W-2. The W2 Inquiry tab is display only and data cannot be changed on this tab. The tab populates when the Quarterly/Annual Report, HRS5100 - W-2 Forms processing is completed.
If the calendar year is greater than 2013, the non-TRS nontax business allowance and non-TRS nontax nonpay business allowance amounts are not included in the taxable gross calculations.
| Field | Description |
|---|---|
| Calendar Year | Type the year of the calendar in the YYYY format. The system is set to the current year, if available. |
| Employee |
Begin typing the employee name or number. As you type the data, a drop-down list of corresponding data is displayed. Select an employee and click Retrieve. Or, click Directory to perform a search in the Employees directory. |
❏ Click Retrieve to perform the inquiry.