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2014 IRS W-2 Template for Excel

Anonymous
2014-12-19T19:48:53+00:00

[EDIT: Jan 2, 2014] The files now support both a 4-per-sheet and 2-per-sheet W2 layout!  Samples of each are available also.  All links have been updated below.

[EDIT: Jan 12, 2014] An error in processing Block 12b-d entries has been corrected.  Same link.  A separate version has also been prepared for use with the forms as the IRS provides them where the information for 2 individuals is printed on one physical sheet.  New links below.

[EDIT: Jan 15, 2014] Error in processing the 2nd line (2nd state) in blocks 15:20 of the 2-Up forms corrected.  Revised files uploaded - same links.

[EDIT: Jan 23, 2014] 2-Up versions - changed instructions to clarify employer name & address entries.

[EDIT: Jan 24, 2014] All Versions: cleanup of some formulas to help prevent displaying 0 when source data is empty.  'For IRS Provided Forms" version now only requires Employer information to be entered once, not on each line.

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Edit Jan 27, 2014  An all-in-one version has been uploaded, that provides output to IRS provided 2-up W-2 forms, non-IRS provided 2-up forms and non-IRS provided 4-up forms.  Additionally, this version provides completion assistance for W-3 forms using the IRS provided form.  It includes links to relevant IRS documents for W-2/W-3 preparation and to the sample [not for final product] forms files to use while adjusting printer alignment.  Enjoy!  A little late for this year, but could possibly still be useful next year as long as the IRS doesn't change anything except the year of the forms:

Link to the Excel 2007-2010 and later version:

http://www.mediafire.com/download/oyfa4z5yr9qwbv2/W2-W3-2014_CompletionAssistant.xlsm

Link to the Excel 97-2003 version:

http://www.mediafire.com/view/1mvhbl51wd3dhc7/W2-W3-2014_CompletionAssistant.xls

The previous versions, available with links below, have been left in place.

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Last year there were some people seeking an Excel workbook to use to print W-2 forms from.  I built one and some 1,800+ people found it and downloaded it.

I've altered it a bit to hopefully make it a touch more friendly, but the basics are still the same.  Anyone without accounting/personnel system software that can print W-2's is certainly welcome to this. 

Note: the layout of the W-2 has not changed since 2013, just the date at the bottom of the form.  So if you're one of the 1,800+ that have last year's model and have it already 'tuned' to your printer, you should already be good to go.

NOTE: These two files will print information for 1 individual in both the upper half and lower half of the 2-up form such as you might acquire from an office supply house like Staples.

You can grab the macro-enabled, Excel 2007/2010/2013 compatible version from here:

http://www.mediafire.com/download/e0eeko96m8k1kvf/W2-2014.xlsm

An Excel 97-2003 compatible copy of it is available here:

http://www.mediafire.com/view/k9sk8kv5s5x52of/W2-2014.xls

ADDED These versions will print the information for 2 individuals per sheet on forms such as are provided by the IRS:

Macro-enabled Excel 2007/2010/2013 compatible version:

http://www.mediafire.com/download/066cf6ggx3ae1md/W2-2014_For_IRS_Provided_2up_Forms.xlsm

And the Excel 97-2003 compatible version of this version:

http://www.mediafire.com/view/15qk1mfnf25mqi8/W2-2014_For_IRS_Provided_2up_Forms.xls

Because of the vagaries in printers (sheet feeding and the way their drivers render sheets) it will probably be required that you adjust the layout of one of the sheets to print on W-2's run through your printer.  Rather than making you waste the real thing, here is a scanned copy of the 2014 4-Up layout that these files are set up to print.  You can print several copies of this Adobe Acrobat PDF file and use them to get the alignment correct before printing the real forms:

http://www.mediafire.com/view/xvtpx2klp0djucd/W2_2014_Sample_300dpi.pdf

Sample 2-per-sheet W2 for printer alignment testing:

http://www.mediafire.com/view/rzm0ei11ouox54o/W2_2014_2Up_Sample.pdf

Enjoy!

Microsoft 365 and Office | Excel | For home | Windows

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  1. Anonymous
    2015-01-31T04:57:24+00:00

    I don't know who you are, but God has a special reward for you in heaven!!!

    Thanks.

    ROK

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  2. Anonymous
    2015-01-23T02:16:19+00:00

    YOU ROCK! Thank you!

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  3. Anonymous
    2014-12-20T16:25:12+00:00

    Please do not attempt to "toy with it".

    My last return using the Short Form was comprised of 17 pages.

    Short Form is the most simple method!!

    Gord

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  4. Anonymous
    2014-12-20T11:34:11+00:00

    Do you mean this Nightmare!? http://www.cra-arc.gc.ca/E/pbg/tf/t4/t4flat-14b.pdf

    My heavens!

    And the really scary thing is that I see references to like "Line 437" and "Line 207" - I do not even want to look at your actual tax filing form!!

    I might toy with it, but no promises.  One thing I see right away is that you would almost have to use merged cells to get the positioning of entries correct.  Perhaps not, but it might be necessary - but then that would be my problem and not the end user's. 

    And a Very Merry Christmas and Happy New Year to you and all of yours Gord.

    Jerry

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  5. Anonymous
    2014-12-20T02:52:58+00:00

    Have you given any thought to creating something similar

    for the Canadian Revenue Agency's T-4 Simple form?<g>

    Merry Xmas to you and yours Jerry

    Gord

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