The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. The FO or DDS forwards all scannable mailer forms SSA-455-OCR-SM (and any attachments) In Title XVI cases, if a full medical CDR is needed, update the mailer in DCF to DO Make sure you are ordering the correct form for the tax year. However, if you pay an amount with Form 941 that shouldve been deposited, you may be subject to a penalty. The following is an abbreviated description of PC processing of the mailer form. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use an IRS-approved private delivery service, add ATTN: W-2 Process, 1150 E. Mountain Dr. to the address and change the ZIP code to 18702-7997. See Pub. It doesn't affect the employee's tax situation, but you must submit form W-2c to correct any mistakes here. the results of the statistical analyses. 608 0 obj <>/Encrypt 595 0 R/Filter/FlateDecode/ID[<0DE0E9ACAE306A44AC788554C4503CA2>]/Index[594 30]/Info 593 0 R/Length 87/Prev 719529/Root 596 0 R/Size 624/Type/XRef/W[1 3 1]>>stream ), which causes an automated notice (see NL 00705.355) to be generated and mailed to the beneficiary (or representative payee), and sets The address to send Title II-only and concurrent Title II/Title XVI Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-001 HR professionals can send the W3 forms more rapidly by choosing private carriers. (Better, Same or Worse). Frequently Asked Questions on W-2 and W-2c. Form SSA-1021 (04-2021) If. 5800 EXECUTIVE CTR DR SUITE 300 CHARLOTTE, NC 28212. However, because the mailer form process is a folderless analysis, it is Remarks: Space that can be used to further answer questions 1 through 6. The beneficiary will be asked to digitally sign the form when completing it online and an email confirmation of their digital signature is required to complete the process. However, in 1939, an amendment was made to the act that allowed spouses and/or children to begin receiving social security survivor benefits if a parent or spouse was deceased and qualified for social security income. The medical diary reason (MDR) at the time the case was selected for mailer form processing is used to determine These reviews are either called WebContact your State Health Insurance Assistance Program (SHIP). review, it is returned to the National Records Center (SSANRC). IRS. The medical diary reason (MDR) code at the time the case was selected for mailer form processing is used to reset By clicking Accept All Cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Assisting SSI and SSDI Beneficiaries with Form SSA-455: Disability Update Report, Avoiding and Managing SSI/SSDI Overpayments, Impact of Unemployment and Stimulus Payments on SSI/SSDI. processing. One outcome is that the beneficiary is referred for a full medical CDR and the other outcome is that the beneficiary is deferred from a full medical CDR and set up for a reexamination date sometime in the future (typically one to seven years). SSI Eligible Letter from SSA in Wilkes Barre PA PO Box. The Commissioner of the Social Security Administration should establish a reasonable time frame for when the agency will post access and consent forms on the agency's privacy program website. may be referred to as non-LOWs or not-LOWs. You might also have to file Form 941c if you incorrectly reported wages or withholding on a 941 - Employer's Quarterly Tax Statement. Both the laser forms and the red drop-out ink forms must comply with Internal Revenue Service's Publication 1141 and require pre-approval from Social Security. but is not limited to: age; impairment(s); length of time in benefit status; basis original SSA-455 to reflect our experiences with the mailer form process from 1993 When the OCDRS Decision logic action input is a deferral action, the DCF shows EVENT 018 "T2 CDR DEFERRED BY AUTOMATED REVIEW", "T2/T16 CDR DEFERRED PC for processing. 518-439-7415 x2 The responses to the questions on the mailer form, as well as information and evidence ), using the PC direct telephone contact (DIRCON) procedures in GN 01070.305 and GN 01070.315. An optically scannable self-mailer variation of the mailer form, the SSA-455-OCR-SM, is most frequently used. Page 15. doctor tell you? an initial determination subject to administrative review, nor is a new comparison The cases with scores indicative of a low probability of medical improvement are often 'u s1 ^ The FO can request the folder if needed. WebFile by Mail: File Forms W-2c and W-3c with the Social Security Administration, Direct Operations Center, PO Box 333, Wilkes-Barre, PA, 18769-0001. INITIAL MAILER SENT or T16 INITIAL MAILER SENT or EVENT 002 - T2 SECOND MAILER SENT, This website is produced and published at U.S. taxpayer expense. IRS. Charlotte Social Security offices offer information, help and services handled by the Social Security Administration (SSA). Please include your Social Security number or claim number whenever you write to us. Social Security Administration The For A locked padlock apply for an original Social Security card or a replacement card if yours was lost or stolen. You can request a TCC by filling out Form 4419 and then mailing or faxing it to the IRS. Here are some common errors and how to correct them after the W-2 and W-3 have been submitted to the Social Security Administration. WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. Yes or No, Question 3: Since (the beginning of the report period), have you and your doctor discussed whether you can work, and if so, what did the doctor tell you? Detailed Office/Organization Resource System (DOORS) location FO 732, or; any folder storage facility or federal record center, including but not limited to Some correction requirements are complex; see details on the General Instructions for Forms W-2 and W-3. Social Security Administration Box 7004 Wilkes-Barre, PA 18767-7004 Date: June 27, 2002 Page 3. You may want to keep a copy for your records. will be higher, and selection of the case for mailer form processing may not be possible. though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are Services typically available at your local Charlotte SSA office include: Office Phone: 1-800-772-1213TTY: 1-800-325-0778Social Security Website: www.ssa.govif(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'ssofficelocations_org-large-mobile-banner-2','ezslot_6',157,'0','0'])};__ez_fad_position('div-gpt-ad-ssofficelocations_org-large-mobile-banner-2-0'); Office Hours Notice: Beginning Wednesday, January 2, 2013, offices close at noon on Wednesdays to the public. WebSocial Security Administration Earnings Record Information Wilkes-Barre Data Operations Center P.O. $50 for each W-2 corrected within 30 days of the due date, $110 if you file more than 30 days late and before August 1, and. Question 6: Have you been hospitalized or had surgery since (the beginning of the report period)? and confirmation file for each mailer form; identifies "actionable" mailer forms that need to be referred to the servicing PC For each case requiring PC Review, OCDRS creates electronic files containing: an output CDR MAILER PSC REVIEW ALERT sheet; an electronic facsimile of the completed, scanned mailer form, and; a profile sheet that includes much of the data used to profile the case. It includes totals for all items on the W-2 form. Learn English and Attend College in the U.S. Program Operations Manual System (POMS) - Social Security Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. Social Security Administration Question 6 - Have you been hospitalized or had surgery since (the beginning of the report period)? The questions Review Type (CDT) codes for mailer form cases that were initiated after fiscal year (FY) 1999. Baltimore, The five scheduled mailings of scannable mailer forms in a FY, including 1st-request and 2nd-request mailer forms, often total in excess of 1,000,000 forms. Question 6 - Within the last 2 years have you been hospitalized or had surgery? These groups Postal Service to. Please enable JavaScript in your web browser; otherwise some parts of this site might not work properly. Form W-3 is a transmittal form that summarizes the totals for all employees in your company. Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. Wrongly formatting the employee's name in box "e." The correct format is to put the employee's first name and middle initial in the first box, surname in the second box, and any suffix (like "Junior") in the third box. Security Income, based on disability or blindness. In the rare event that an individual contacts the DDS about a mailer form, the DDS Direct Operations Center Wilkes-Barre, PA 18769-0001 If you use Certified Mail to file, change the ZIP code to 18769-0002. Social Security Phone Scams 2019, How To: Get a Benefit Verification Letter Video, How To: Report Your Wages to Social Security Video. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) Anyone required to file Form W-2 must file also file Form W-3. Select the appropriate mailing address depending on the type of ]uIZLjEbdG75K/n;7. Note that if the MDR was/is blank, the default For example, for tax year 2021, order 2021 W-2 and W-3 forms for reporting employee information for the 2021 tax year, even if you are completing the forms in 2022. WebSSI and SSDI beneficiaries are mailed the Disability Update Report and it must be completed and returned to the address on the reply envelope that is provided in the mailing (usually the Wilkes-Barre Direct Operations Center). %PDF-1.7 % Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental in the generation of a 2nd-request mailer (see DI 28001.003C.1. Social Security Administration slip, A complete list of CDT codes is in SM 06001.120B.11, http://policy.ssa.gov/poms.nsf/lnx/0428001003. FY. If you reported your EIN incorrectly, you'll need to file a W-3c to correct it. 21235, Get, Replace, or Correct a Social Security Card, USAGov is the Official Guide to Government Information and Services, Government Agencies and Elected Officials, Indian Tribes and Resources for Native Americans, Commonly Requested U.S. Laws and Regulations, How Laws Are Made and How to Research Them, Personal Legal Issues, Documents, and Family History, Presidents, Vice Presidents, and First Ladies, Car Complaints and Motor Vehicle Services, Advance Child Tax Credit and Economic Impact Payments - Stimulus Checks, COVID-19 Health Information, Vaccines, and Testing, COVID-19 Small Business Loans and Assistance, Government Response to Coronavirus, COVID-19, Passports and Travel During the COVID-19 Pandemic, Financial Assistance and Support Services, Financial Assistance Within Designated Natural Disaster Areas. form and return it, and the consequences of not responding; encouraging the recipient to respond when he or she receives a 2nd-mailer after a 1st-request mailer was completed and returned; forwarding mailer forms to the correct processing component (see DI 28001.003D.3.). permanent disability are made at such times as the Commissioner determines appropriate. Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the (Approximately 80% of mailer form electronic data The Contract Opportunities Search Tool on beta.SAM.gov, Protecting the Federal Workforce from COVID-19, Locate Military Members, Units, and Facilities. By law, Social Security is required to conduct periodic continuing eligibility reviews for individuals receiving SSI or SSDI benefits for disability or blindness. The Form W-3 must be filed with the SSA by January 31st for the preceding calendar year. The FO can request the folder if needed. Status. CDR and transfer the CDR to the FO. form SSA-455-OCR-SM. or MINE-equivalent procedures in DI 13005.022, and if so refers it to the servicing DDS for processing under DI 28040.000; if the case cannot be screened out or processed under the MINE or MINE-equivalent with the CDR mailer forms; encodes the results of the analysis for use by the OCDRS decision logic program (see Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 that you submit to the SSA. Two DIRCON attempts are made; busy signals are not counted as attempts. IRS. endstream endobj 400 0 obj <>stream Question 4 - Place an "X" in only one box (labeled Better, Same, and Worse) which best describes your health now as compared to (the beginning of the report period). If we need more information, such as statements from nancial institutions, we will contact you. the beneficiary and the representative payee, if any, that a CDR is being initiated. You don't need the W-3 form if you are filing W-2s online. In 1935, President Franklin Roosevelt signed the Social Security Act. it may be necessary to query the DCF, MBR or Supplemental Security Record (SSR). "Recent" Social Security Administration Earnings Record Information The Social Security Administration assigns Social Security numbers, and administers the Social Security retirement, survivors, and disability insurance programs. A Title XVI claim number consists of a Social Security Number followed The SSA-455-OCR-SM reflects the most current design and processing policies; Copy A of forms W-2 must be submitted along with Form W-3. This form must be submitted at least 30 days before the tax deadline for your Form 1099-NEC. SSI/SSDI Outreach, Access, and Recovery (SOAR) is funded by the Substance Abuse and Mental Health Services Administration (SAMHSA) and is a national program designed to increase access to the disability income benefi t programs administered by the Social Security Administration (SSA) for eligible adults and children who are experiencing or at risk of homelessness and have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder. Social Security office hours are 9:00 a.m. 4:00 p.m. Mondays, Tuesdays, Thursdays, and Fridays, and 9:00 a.m. 12:00 p.m. on Wednesdays. Most Social Security services do not require a visit to an office. People may create their my Social Security account, a personalized online service, at www.socialsecurity.gov/myaccount. Green Cards and Permanent Residence in the U.S. U.S. Passport Fees, Facilities or Problems, Congressional, State, and Local Elections, Find My State or Local Election Office Website. Baltimore, MD 21235 Please do not send The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes For a very detailed description of OCDRS decision logic, see DI 40502.001F. The following people are eligible to receive social security benefits: Social Security Office Charlotte, NC 28212, Charlotte Social Security offices offer information, help and services handled by the, Apply for Retirement Benefits in Charlotte, NC, Request a Replacement Social Security Card, list of disabilities that qualify for Social Security Disability, Charlotte, North Carolina Social Security disability lawyer, Upcoming Changes to Social Security in 2022, Social Security Fraud Calls & Scams **ALERT** SSA Fraud Phone Calls On The Rise, !!ALERT!! The action to defer a CDR or refer a mailer case for a CDR is not a CDR and is not hbbd```b``o@d -d["e@@|9h$J20120ag uA 1 Open Recommendations. is made to the National Disability Determination Services System (NDDSS) DDS Receipt (DREC) data input screen (see SM 06001.000 and SM 06001.120). File Online: File Form W-3 via the Business Services Online (BSO) website. If this form is not returned to Social Security for processing after a series of attempts by Social Security, a full medical CDR will be initiated by Social Security. to be selected for a 2nd-mailer or nonresponder alert; receives and prepares the data files for OD to retrieve and process through OCDRS's submitted with the form, may be of use to the DDS adjudicator in the event the case PC Write "corrected" on the employee's copy of the new W-2, give it to the individual, and send the correct Copy A to the SSA. WebSocial Security Administration Wilkes-Barre Data Operations Center P.O. MD An official website of the United States government. WebCharlotte Social Security Office Address 5800 Executive Ctr Dr Suite 300 CHARLOTTE, NC 28212 Office Phone: 1-800-772-1213 TTY: 1-800-325-0778 Social Security Website: www.ssa.gov Charlotte Social Security Office Hours: Office Hours Notice: Beginning Wednesday, January 2, 2013, offices close at noon on Wednesdays to the public. Include a W-3c transmittal form totaling the information on all W-2c correction forms if you are sending these forms by mail. stresses the importance of responding and specifies time frames for responding. The WBDOC: attempts redelivery of forms returned by the United States Postal Service (USPS) as %%EOF If you file 250 or more W-2 forms, you must file them electronically. A Title II claim number consists or late-forwarded forms can cause substantial delays in processing the form, result box at top of the front of the form will be 11111, 22222, 33333, or 44444. This form must be produced with the help of compatible accounting software. These reviews are called Continuing Disability Reviews (CDR) or redeterminations (in the case of age-18 reviews) and are required at least every 3 years except when a disability is found to be permanent. continues. Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report. Make sure that your business's employer ID number (EIN) issued to you by the IRS is used on all of the W-2's you file. Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 15 The mailer form is completed by the beneficiary or representative payee and returned You must file Form 1099-NEC for each person to whom you have paid during the year for the minimum amount of $600 in: Services performed by someone who is not your employee, Generally, the cash paid from a notional principal contract to an individual, partnership or estate. Citizenship and Immigration Services. CDRs or, in the case of the age 18 review, a redetermination. Scannable mailer forms SSA-455-OCR-SM are sent to Title II-only and concurrently entitled This review is called a continuing disability review (CDR). WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. then in use, and were then modified to fit a self-mailer form design. To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. number), and reports of death for Title II cases, and refers such reports on Title As part of OCDRS decision logic processing, OCDRS: retrieves the data files prepared by the NCC on the basis of receipt of data files Have a question about goverment services? Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. If you use an IRS-approved private delivery service, add Attn: W-2 Process, 1150 E. Mountain Dr. to the address and change the ZIP code to 18702-7997. ); scans and keys the information on the mailer form to create an electronic data file The process is different for each situation. I got a letter from the Social Security Administration which looks very official with all the little code lines, To Make Federal Payroll Withholding Tax Filings Note that the report period referenced in the questions below will be provided by Social Security on the Disability Update Report mailed to the beneficiary. "Deadline Dates to File W-2s.". Do You Have to Vote for the Party You're Registered With? a specific time frame, a nonresponder alert is generated to the servicing PC. Each question on the scannable mailer is referenced to a specific time period unique Question 1 - Within the last 2 years have you worked for someone or been self-employed? other information, and the profile sheet; processes the mailer form to either a deferral or DO CDR action: Deferral Action - The appropriate DCF input is made (see DI 40502.001J.3. A .gov website belongs to an official government organization in the United States. Include in the address the number, street, and apartment or suite number (or P.O. During this transition, you may experience longer wait times. Central Office initiates five scheduled releases of large numbers of scannable mailer SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. is not received in response to the 1st-request and 2nd-request mailer forms within a specified time frame (see DI 13004.005C.3. The IRS will request that the employer furnish a corrected Form W-2 within ten days. To determine type of entitlement and the servicing PC, Annual tax returns are due by January 31st for the preceding calendar year: File by Mail: Download Form 944, and mail return with any tax payment due to the address indicated on the form. or the servicing PC (all hard paper forms SSA-455) as soon as possible. WebSocial Security Administration Office of Public Inquiries and Communications Support 1100 West High Rise 6401 Security Blvd. Title II change of addresses (with or without a corresponding change of telephone onward. The PC: processes hard paper forms initiated by and returned to the PC, including undeliverable If you are unsure where to send these materials, please call our toll-free number or contact your local Social Security office. A completed Form W-3c will also need to be submitted when filing one or more Forms W-2c. Title II/Title XVI, or Title XVI-only); mails forms to the PCs in specially marked containers; transmits electronic confirmation files and data files to the Agency's National Computer "General Instructions for Forms W-2 and W-3." Appeal of Determination for Extra Help with Medicare Since FY 1996, SSA has not used the hard paper form for the large scheduled mailings. Paper Forms W-2 & Instructions - Social Security Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. In addition, a Title XVI claim number is on the Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. If the employee has already filed their taxes and then receives a W-2c, they should contact a tax preparer for help in determining what to do with the correction. Question 5 - Have you gone to a doctor or clinic for treatment since (the beginning of the report period)? For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. dependent on on-line data to document those factors. Were experiencing issues that may affect your Square services. In order to complete this form online, the beneficiary must have received a request for a Disability Update Report in the mail, have their SSN, current address and phone number, and have a valid email address. ) or https:// means youve safely connected to the .gov website. to the FO to initiate a full CDR per DI 13005.000. If there is no MDR value, a default value of 3 to the WBDOC for processing. Be sure to get your W-2s out to your employees by the due date and your W-3s transmitted to the SSA on time, including corrected versions, to avoid penalties for late distribution and filing. box number if mail is not delivered to a street address). This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. Retirement plan information appears in box 13 of a W-2, and making a mistake here can cause all sorts of headaches for your employee. It provides an immediate receipt for proof that you If the Social Security number (SSN) was reported as blanks or zeros, don't use Form W-2c; you must contact the SSA directly at 800-772-6270 for instructions. If yes, provide dates most recent work began and ended and monthly earnings. When this form is completed and returned, Social Security reviews the information provided by the beneficiary (including attachments such as medical evidence and work information) and two possible outcomes occur. 3 Forms? FAQs and Helpful Tips Here are some other common errors on W-2 forms that must be corrected: You can't download the red Copy A of Form W-2/W-3 or W-2c/W-3c from the Internet. SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4556 WILKES BARRE PA 18767-4556 NOTE that one be a longer or shorter time period. If a Form 1096 is needed, you will need to order one online from the IRS. The mailer form, a generic cover notice and instruction insert, and a reply envelope This new federal legislature started the collecting of taxes in 1937. Form W-2c/W-3c Instructions. Postal Service or a mailer forms will be prepared following completion of this review. Page 3. or "T16 CDR DEFERRED BY PC". jurisdiction is described in GN 01050.055 and GN 01070.245. contractors; a single sequence of questions and matching hard paper and scannable beneficiaries or their representative payees in October, February and June of the Question 3 - Within the last 2 years has your doctor told you that you can return or fraudulent activity to the servicing PC for necessary action; processes MBR update inputs for Title II name corrections (but not name changes), Field Office Locator | SSA - Social Security Administration to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title All TACs are now providing service by appointment. Quarterly tax returns are due by the last day of the month following the end of the calendar quarter (e.g., on April 30th for the first quarter): File by Mail: Download Form 941, and mail return with any tax payment due to the address indicated on the form.Use Form 941-V (Payment Voucher) when making any payment with Form 941. CDR discontinued for one of the reasons described in DI 13005.020; if the case cannot be screened out, determines if it can be processed under the MINE Wait times to speak to a representative are typically shorter early in the day (between 8 a.m. and 10 a.m. local time) or later in the afternoon (between 4 p.m. and 7 p.m. local time).