Form 17 - Reconciliation Of Income Tax Withheld And W-2/1099 Transmittal

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Form 17 – Reconciliation of Income Tax Withheld

and W-2/1099 Transmittal

General Instructions:

A Reconciliation of Income Tax Withheld is required to be filed on or before the last day of February following the calendar year in

which employee withholding deductions have been made by an employer.

1. Print the company’s federal employer identification number, name, and address in the proper area. If this information is preprinted,

check for accuracy. Draw a line through any incorrect information and print the correct information above or below it.

2. List the amount of workplace wages, workplace tax withheld, and any residence tax withheld for each period a Form 11 was filed. For

example: (If you file Form 11 monthly, complete the annual Form 17 on a monthly basis; periods 1-12. If you file Form 11 quarterly,

complete the annual Form 17 on a quarterly basis; periods, 3, 6, 9, 12.) NOTE: Do not report wages for residence tax withheld.

3. In Section 3, list the total number of RITA W-2’s and 1099’s issued and list the total number of employees working at year end, for which

municipal income tax has been withheld. In Section 5, distribute the total number of employees to each municipality where the employee

worked.

4. Total the workplace wages, workplace tax withheld, and residence tax withheld. These amounts must be distributed on Page 2 of Form 17.

5. Distribute totals to each municipality where the wages were earned and the workplace or residence tax was withheld.

6. Total all distributions. THE TOTAL WORKPLACE WAGES, WORKPLACE TAX WITHHELD, AND RESIDENCE TAX WITHHELD IN

SECTION 6 MUST EQUAL THE TOTALS REPORTED ON PAGE 1 OF FORM 17 IN SECTION 4.

7. Total the number of employees at year end for each municipality.

8. Provide the EIN, Name, Municipality, Workplace Wages, & Workplace Tax under which the withholding tax was remitted if different.

9. Sign and date the form. Please provide a phone number where you can be reached if any questions arise

DO NOT REMIT PAYMENT WITH THIS FORM. IF YOU ARE ADJUSTING A PERIOD(S) YOU MUST FILE A FORM 11A

- AMENDED EMPLOYER’S MUNICIPAL TAX WITHHOLDING STATEMENT. SEE .

W-2 / 1099 Transmittal Instructions:

1. Along with Form 17, copies of W-2’s and 1099’s must be submitted. If proper copies cannot be provided, a written request to submit a

computer paper listing must be made to RITA’s Business Compliance Manager on or before the due date. This listing must contain the

following information from each W-2 (in this order): social security number, municipality for which local income tax was withheld, amount of

local income tax withheld, gross amount of taxable compensation paid, employee’s name (last, first, middle), and employee’s last known

address.

2. Employers filing 250 or more Forms W-2 or 1099-Misc. during a calendar year must file electronically using the EFW2

Format and Guidelines prescribed by the Social Security Administration and Internal Revenue Service.

3. EFW2 Guidelines can be found and printed by using the Social Security Administration Internet page

4. Specifications for Electronic Filing of Forms 1099 can be found using Internet page

(Pub.1220).

5. RITA requires the use of specific fields in accordance with the SSA EFW2 Guidelines. Please prefix positions 5 – 9 of the

RS record with “RO” followed by the applicable municipality code(s). For more information on how to electronically file with

RITA, go to

/businesses/magnetic-reporting-of-w2s/

6. Please be advised that you are required to validate your EFW2 file containing W-2’s by visiting our web site at

and using RITA’s online W-2 verification application.

7. RITA’s online verification application will parse and validate your EFW2 file containing W-2’s to ensure compliance with RITA’s

specifications and requirements. In addition, you can electronically submit your W-2’s.

NOTE: Employer’s required under the Internal Revenue Code to furnish 1099’s to the Internal Revenue Service for individuals or

businesses to whom they have paid non-employee compensation MUST also furnish copies to RITA along with W-2’s.

REMIT TO: REGIONAL INCOME TAX AGENCY - P.O. BOX 477900, BROADVIEW HEIGHTS, OH 44147-7900



Phone:

If you need additional assistance with the filing of your Form 17, please feel free to call us at one of the following phone numbers:

Cleveland Toll Free: (800) 860-RITA (7482); Columbus Toll Free: (866) 721-RITA (7482); Youngstown Toll Free: (866) 750-RITA (7482); or TDD: (440)

526-5332.

Form 17 - Reconciliation Of Income Tax Withheld And W-2/1099 Transmittal - Rita

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