EPY: TAX909NY.SQR Did Not Populate NYC Wages For A Part Year Resident Employee (Doc ID 3069958.1)

Last updated on JANUARY 30, 2025

Applies to:

Symptoms

TAX909NY.SQR Did not populate NYC Wages for a Part Year Resident

We have at least one employee that the part year taxable wages did not populate on the W2.

We expected the TAX909NY SQR to populate the taxable wages for NY/P0001 since it is reflected on the paycheck.

Background:

TAX909NY.SQR originally delivered in 2003 is a year-end program to determine the amount of a part-year New York City resident employee's total federal W-2 wages that represent wages for the period(s) of the year during which the employee was a New York City resident. Beginning with tax year 2003, employers are required to follow special procedures for reporting the amount of New York City wages to be reported on Form W-2 as (Local wages, tips, etc.).

For a full-year New York City resident employee, the amount of wages that must be reported in the Local wages, tips, etc. box on federal Form W-2 is the same amount as the federal wages required to be reported in box 1, Wages, tips, other compensation. For a part-year New York City resident, the employer must report in the Local wages, tips, etc. box on federal Form W-2 only the amount of federal wages for the period the employee was a New York City resident. In the case of a full-year New York City nonresident, the employer is not required to report any wages in the Local wages, tips, etc. box on federal Form W-2.Prior to loading year-end records with TAX910LD.SQR, employers must run TAX909NY.SQR in order to determine the amount to be reported as local wages on Form W-2 for part-year New York City residents. TAX909NY.SQR identifies employees who were part-year New York City residents and sums the federal taxable wages paid to these employees from their check detail records that indicate New York City residency status.


The issue can be reproduced with the following steps:
1. Hire an employee effective 01/01/2022 that lives in NY - Workforce Administration>Personal Information>Add a Person
2. Go to Tax Data and ensure NY/P0001 indicates resident - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data
3. Insert a row and indicate State "NJ" and save.
4. Create paysheets for a pay calendar in 2024 - Payroll for North America>Payroll Processing USA>Create and Load Paysheets>Create Paysheets
5. Run payroll calculation - Payroll for North America>Payroll Processing USA>Produce Payroll>Calculate Payroll
6. Run the payroll confirm - Payroll for North America>Payroll Processing USA>Produce Payroll>Confirm Payroll
7. Go back to Tax Data in correction mode for effective dated row of 01/01/2022 change NY/P0001 to non resident and make NJ Resident - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data.
8. Run TAX909NY - Payroll for North America>U.S. Annual Processing>Create W-2 Data>Load Year End Data
9. Verify if the information is not populated on PS_R_TAX909NY via SQL

Changes

Cause

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