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- Year - Defaults to the current year.
- Submission Type - From the dropdown, select the type of submission wanted to be merged.
- Federal
- Ohio
- Indiana
- Kentucky
- Michigan
- Pennsylvania
- West Virginia
- RITA
- CCA
- W2 City
- Preparer Code - Defaults to Self-Prepared.
- Account Firm
- Self-Prepared
- Service Bureau
- Parent Company
- Other
- Federal ID Number - Defaults to value the entered in Organization>Federal EIN.
- Additional Federal ID Number - Enter an additional Federal EIN number if applicable.
- State ID Number - Enter the appropriate State ID Number.
- Submitter User ID - Unique ID assigned when registering with the Social Security Administration - Business Services On-line (SSA-BSO).
- Your existing BSO User ID and password is no longer used to access BSO employer services. You must use a Social Security online account, Login.gov, or ID.me credential to gain access to the BSO application. For more information, click here. All submitters must obtain a BSO User Identification (ID) through our registration process (see Section 5) and must enter that BSO User ID in the RA (Submitter) Record.
- Resubmission? - Check the checkbox if the file being merged is due to needing to resubmit.
- Wage File Identifier - Enter the wage file identifier provided in the notification.
- Employer Information - Defaults to the information entered in Organization. Click
to open the section and verify all information is accurate. - Contact Information - Defaults to the information entered in Organization. Click >
to open the section and verify all information is accurate.
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The W2 Merge Results option includes all merged (appended) files for the districts selected in the 'W2 Merge' option. The grid includes the type of merged file, the calendar year of the merged file, if the file was merged as a resubmission file, the user name of who generated the merged file, the date and time of the merged file creation, and the total number of districts included in the merged file.
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