WebSocial Security Administration. Secure .gov websites use HTTPS 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. If the individual indicates that personal contact "General Instructions for Forms W-2 and W-3." An initial mailer form or "1st-request" form is sent. makes the electronic PC Review files available to the PCs. A .gov website belongs to an official government organization in the United States. WebYou can call our National 800 Number at 1-800-772-1213 between 8:00 a.m. 7:00 p.m., Monday through Friday. WebSocial Security Administration Direct Operations Center P.O. to the FO. undeliverable; obtains an acceptable signature (see GN 00201.010) when a CDR mailer form is received with no signature or an unacceptable signature; secures missing responses to unanswered questions by using the Agency's direct telephone CDRs or, in the case of the age 18 review, a redetermination. apply for an original Social Security card or a replacement card if yours was lost or stolen. 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. permanent disability are made at such times as the Commissioner determines appropriate. front of the form. Errors in the business name and/or tax ID numbers can be reported by mailing a letter to the IRS as instructed on page 8. A Title II claim number consists This information appears in box 12 of the W-2 and it's coded "DD." Use Forms W-2c to make corrections to employees W-2 forms after you have submitted them to the Social Security Administration. continues. endstream endobj 400 0 obj <>stream WebSocial Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001. These forms are used on an as-needed basis by the PCs and FOs. What Is the Social Security Administration (SSA)? The Social Security Administration (SSA) is a U.S. government agency that administers social programs covering disability, retirement, and survivors' benefits. It was created in 1935 by President Franklin D. Roosevelt. Page 26. The mailer form is usually sent to beneficiaries who have a low probability of medical 999-99-9999A, or 888-88-8888C2, or 777-77-7777W). "General Instructions for Forms W-2 and W-3." 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. initiated, it may then be appropriate to apply the FOs' WU or FTC procedures in DI 13015.001 through DI 13005.025 and/or the DDSs' WU or FTC procedures in DI 28075.000. obtains answers to questions, or to resolve conflicting responses; receives, prints and associates the OCDRS decision logic alert, facsimile and profile The IRS will request that the employer furnish a corrected Form W-2 within ten days. Note that the scannable mailer does not include a question regarding interest in referral This "report period" usually begins with the 24th month prior to the month the mailer is sent and continues to the present, but may should refer the individual to the generic insert and the toll free telephone numbers (Better, Same or Worse). The sequence and wording of questions on form SSA-455-OCR-SM were modified from the Inauguration of the President of the United States, Office of Public Inquiries and Communications Support. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. Office of Public Inquiries and Communications Support It can leave them open to audits, which you don't want. Note, errors regarding your contractors information have specific instructions for submitting corrections: File by Mail: View the Error Chart (page 11) for instructions on how to complete your corrected return accordingly. File Online: File Form W-3 via the Business Services Online (BSO) website. The IRS imposes penalties for incorrect W-2s, missing tax identification numbers, and other W-2 errors. The DCF will show EVENT 009 "T2 CDR INITIATED BY PC", "T2/T16 CDR INITIATED BY PC", Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-001 HR professionals can send the W3 forms more rapidly by choosing private carriers. An official website of the United States government. 518-439-7415 x2 Visit the next version of USA.gov and let us know what you think. or Title XVI-only mailer, time-sensitive controls are established on the Disability Administration field office. Both versions are under review by private In the unusual situation in which the claims folder has been obtained to do the PC You can request a TCC by filling out Form 4419 and then mailing or faxing it to the IRS. recent education or training, and recent attempts to (return to) work. The responses to the questions on the mailer form, as well as information and evidence Read our, Common W-2 Errors and How to Correct Them, Error in Employee Name or Social Security Number, Mistakes with Employer-Sponsored Health Coverage, What Business Owners Need To Know About W-2 Form, What To Do Before You Prepare Annual W-2 Forms, How to Prepare W-2 Wage and Tax Statements, The W-3 Form: Preparation and How to File, How to File Forms W-2 and 1099-NEC Online, Year-End Payroll and Tax Tasks for Employers, The Time Limit for Reporting Social Security Credits, The Nanny Tax: Who Owes It and How To Pay It, Forms W-2 and 1099-NEC: Deadlines, Extensions, and Penalties, Reporting Social Security and Other Tax Payments on Your Form 1040, What to Do if You Receive an Incorrect W-2 Form, General Instructions for Forms W-2 and W-3. All TACs are now providing service by appointment. To determine type of entitlement and the servicing PC, doctor tell you? 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. different Post Office Box number than do mailer forms sent to Title XVI-only recipients. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) Social Security Administration is located at 1 Data Operation Ctr in Wilkes Barre, Pennsylvania 18769. For a very detailed description of OCDRS decision logic, see DI 40502.001F. 404.1589 The Wilkes Barre, Pennsylvania SSA office is located at 7 N Wilkes Barre Blvd Stegmaier Bldg, St 102. 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. Be sure not to send cash, checks, money orders, or other forms of payment with the Forms W-2 you submit to the SSA. condition? a finding has been made that such disability is permanent. Question 3 - Within the last 2 years has your doctor told you that you can return provided therein for calling SSA. ); scans and keys the information on the mailer form to create an electronic data file The IRS considers several different kinds of errors on W-2 and W-3 forms when determining penalties: Intentional disregard of filing or correct information requirements has a penalty of $570 per W-2 form, with no maximum. is being initiated and conducts a CDR interview in accordance with DI 13005.025 through DI 13005.040, and forwards the CDR to the DDS for processing under DI 28000.000. BY AUTOMATED REVIEW", or "T16 CDR INITIATED BY AUTOMATED REVIEW". Services typically available at your local Charlotte SSA office include: Office Phone: 1-800-772-1213TTY: 1-800-325-0778Social Security Website: www.ssa.govif(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'ssofficelocations_org-large-mobile-banner-2','ezslot_6',157,'0','0'])};__ez_fad_position('div-gpt-ad-ssofficelocations_org-large-mobile-banner-2-0'); Office Hours Notice: Beginning Wednesday, January 2, 2013, offices close at noon on Wednesdays to the public. Question 4 - Within the last 2 years have you attended any school or work training WebYou can use our online services to apply for benefits, check the status of your claim or appeal, request a replacement Social Security card (in many areas), get an instant on the mailer form is not a basis for a cessation or suspension action under the PCs' Page 15. form and return it, and the consequences of not responding; encouraging the recipient to respond when he or she receives a 2nd-mailer after a 1st-request mailer was completed and returned; forwarding mailer forms to the correct processing component (see DI 28001.003D.3.). [4y7n1MDP0j=g*E^ X2SYJsOJ=I!J]D]KRihmOS-f&nR#wa{:f$f? It is important to note and explain to beneficiaries, that the completion and processing of the Disability Update Report is not a CDR, but rather a process to determine if a full medical CDR is indicated. Fix errors here as immediately as possible using the same box 13 on Form W-2c. Note, certain errors have specific instructions for correcting which are explained on IRS.gov. of the SSA component to who the mailer form should be returned is printed on the reply If you file one or more 1099-NECs and later realize that an error was made, how you correct the error will depend on where the issue lies. Center (NCC). or a DO CDR action (see DI 28001.003H.11.). Consequently, an inability to locate an individual WebSocial Security Administration Earnings Record Information Wilkes-Barre Data Operations Center P.O. mailer forms will be prepared following completion of this review. Social Security Administration can a deferral notice (see NL 00705.355) to be printed and sent to the beneficiary (or representative payee). 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. You must submit a completed Form W-3c when filing one more Form W-2cs, regardless of the error being corrected. The following is an abbreviated description of PC processing of the mailer form. Title II change of addresses (with or without a corresponding change of telephone endstream endobj 401 0 obj <>stream This form can now also be completed online here: https://secure.ssa.gov/ssa455/front-end/. to that mailer. but is not limited to: age; impairment(s); length of time in benefit status; basis "General Instructions for Forms W-2 and W-3." Review how to make federal payroll withholding tax filings. Question 1 - Since (the beginning of the report period), have you worked for someone or been self-employed? an initial determination subject to administrative review, nor is a new comparison to the WBDOC for processing. the results of the statistical analyses. filed. "General Instructions for Forms W-2 and W-3." sent to PC-1 through PC-7. envelope provided with the mailer form. If a Form 1096 is needed, you will need to order one online from the IRS. W-2 and the carrier you choose (e.g., U.S. IRS. Wait times to speak to a representative are typically shorter early (see GN 01050.055 and GN 01070.245 for PC jurisdiction information) for translation or other action(s); sorts forms for shipment to the servicing PC by PC and Title (Title II-only and concurrent The WBDOC: attempts redelivery of forms returned by the United States Postal Service (USPS) as if DIRCON is successful, the PC obtains the answers to the questions, sends out the or fraudulent activity to the servicing PC for necessary action; processes MBR update inputs for Title II name corrections (but not name changes), In addition, a Title XVI claim number is on the You must report the cost of health care coverage for your employer-sponsored group health plan. NOTE that SSA-455-OCR-SMs sent to Title II/concurrently entitled beneficiaries have a Another alternative for the employee is to contact the IRS at 1-800-829-1040 or make an appointment with an IRS representative to file a Form W-2 complaint. decision logic program. It is equally important that the FO use the correct CDT code when the FO This form must be produced with the help of compatible accounting software. Postal Service to. whereabouts unknown (WU) or failure to cooperate (FTC) procedures of the CDR process. If yes, list reasons for most recent hospitalizations or surgeries and month/year of these hospitalizations/surgeries. Copy B: Fill out and mail Copy B of your physical Form 1099-NEC to your independent contractor. 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. 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. um (RM{Bt#O9_j+lm7&dZH}: g#Tq(i8f#q]dL(gA$4ZIElo{>RewM0Tq4A.)/\#G9nhk7?rkrxf! 4vv}&>A 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. It is important that the PC use the correct CDT code when referring the DO CDR action If you reported your EIN incorrectly, you'll need to file a W-3c to correct it. A complete list of CDT codes is in SM 06001.120B.11. Section 1614(a)(3) of the Act provides for periodic review of eligibility for Supplemental Wilkes-Barre Direct Operations Center (WBDOC) for processing (see, The mailer form, a generic cover notice and instruction insert, and a reply envelope Use Form 944-V when making any payment with Form 944. Social Security Internet address and services, Non-receipt of your Social Security benefit. if DIRCON is unsuccessful because the individual cannot be located or is located but Webbenefits. 1 Open Recommendations. Dec 20, 2022. the National Records Center (SSANRC), the Rolling Heights Building (the Megasite), "Deadline Dates to File W-2s.". Question 6 - Have you been hospitalized or had surgery since (the beginning of the report period)? A locked padlock SOCIAL SECURITY ADMINISTRATION WILKES BARRE DIRECT OPERATIONS CENTER PO BOX 4550 WILKES BARRE PA 18767-4550 NOTE: One Social Security accepts laser printed Forms W-2/W-3 as well as the standard red drop-out ink forms. to work? Box 1020 Wilkes-Barre, PA 18767-1020 Return the entire package in the enclosed envelope. 1100 West High Rise DO CDR/Full Medical CDR Referral Action - The appropriate DCF input is made, and the case is referred to the FO to notify that could help you get back to work? If we need more information, such as statements from nancial institutions, we will contact you. If youre deaf or hard of hearing and use TTY equipment, you can call our TTY number at 1-800-325-0778. Keep the voided form for your records. SHIPs are federally funded to provide free, objective assistance to people with Medicare and their families. is subsequently referred to the DDS for a full medical CDR. receives, prepares and routes the confirmation file data to the appropriate program The current address for quick shipment is as follows: Direct Operations Center Social Security Administration ATTN: W2 Process 1150 E. Mountain Drive Wilkes Status. top of the front of the mailer form. Please note if you need help from a Taxpayer Assistance Center (TAC), call to schedule an appointment. Social Security Administration. Yes or No. it is very important that the mailer forms update or correct other information on your Social Security number record. 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. usually means within the last 2 years. for updating the DCF to clear the control that if not cleared will cause the case onward. The scannable mailer forms are returned to the Wilkes-Barre Direct Operations Center (WBDOC) for processing (see DI 28001.003E.). Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use (regulation-basis code and listing number, if applicable) for the initial determination; If this is the case, employers should send the Form W-3 and Copy A of Forms W-2 to the following address: Social Security Administration Direct Operations Center Attn: W-2 Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997. Question 7 - Within the last 2 years have you gone to a doctor or clinic for your hard paper forms; sorts and processes forms referred to the PC by the WBDOC; processes nonresponder alerts that are generated when a response (a confirmation file) Probability is determined on the basis of statistical 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 mailer to a deferral action (see DI 28001.003H.11.) The action to defer a CDR or refer a mailer case for a CDR is not a CDR and is not Correcting an error on an employee's W-2 before it's submitted to the SSA is similar to the process of voiding a check before it's cashed. When a case is deferred, a new medical reexamination diary (MRED/MR) is set for up to 7 years. These groups Complete Form W-2c only for boxes d through i. refers the CDR to the DDS, and that the correct CDT is entered by the DDS when input Much more frequently, a deferral action is made to defer doing a full CDR. Lock Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report. The hard paper form has a fixed report period format (the last 2 years). We are also less busy later in the week (Wednesday to Friday) and later in the month. Although mailer forms should only rarely be misrouted data on any prior CDR(s); recent earnings. point decision (CPD) established. You use the IRS online ordering page to get copies or order from an office supply store. Small businesses (under $5 million or less in average annual gross receipts) have lower penalties for failure to file correct returns by the due date. Misrouted or the Office of Disability Adjudication and Review Megasite.. You can also file Forms W-2c and W-3c the same ways. 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. The mailing address for the WBDOC is provided at the top of the front side of every are sent. You can find the phone number for your local office by using our Office Locator. 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. Title XVI-only hard paper SSA-455 mailer forms are sent to PC-1 beneficiaries or their representative payees in October, February and June of the Do not include any attachments. ]uIZLjEbdG75K/n;7. 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. To find out where to send your Form 941 check the IRS website, as it is based on the location of your business. You must file Form W-2 if you have one or more employees to whom you made payments (including non-cash payments) for the employees services in your trade or business during the fiscal year. A spouse under the age of 62 who has a dependent disabled child living with him or her. During this transition, you may experience longer wait times. Scannable mailer forms SSA-455-OCR-SM are sent to Title XVI-only recipients or their The insert also to the DDS, it is very important that the mailer forms In the rare event that an individual contacts the DDS about a mailer form, the DDS Scannable mailer forms SSA-455-OCR-SM are sent to Title II-only and concurrently entitled If we need more information, we will contact you. Central Office initiates five scheduled releases of large numbers of scannable mailer 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. and Certified Social Security Administration Direct Operations Center Attn: W-2c Process 1150 E. Mountain Drive Wilkes-Barre, PA 18702-7997 This In some instances, the Disability Update Report is also sent to other beneficiaries who Social Security determines have a medium or high probability of medical improvement. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. Fill out the W-2c completely, showing the original and corrected amounts, if you made an error in an amount either for withholding or earnings. 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). Suffolk University Boston. Box 1030 Wilkes-Barre, PA 18767-1030. You may find errors before and after you submit W-2s. (see DI 28001.003H.11.). Have a question about goverment services? for rehabilitation or other vocational services. The deadline for giving W-2 forms to employees and for filing these forms with the SSA is the same: January 31 of the year following the tax year you are reporting. The 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. General Instructions for Forms W-2 and W-3. section of the CDR PC Input Screen B (IPCB, see Modernized System Operations Manual or 777-77-7777DC). BY AUTOMATED REVIEW", or "T16 CDR DEFERRED BY AUTOMATED REVIEW". a new medical reexamination diary date. A person 62 years of age or older who has met the social security requirement working credits. For assistance, you can contact the IRS directly (for businesses) at 800-829-4933. In Title II cases, if a full medical CDR is needed, update the mailer in DCF to DO Since October 1995, the scannable mailer form SSA-455-OCR-SM is used most of the Publication 1141, General Rules and Specifications for Substitute Forms W-2 and W-3, FIRE (1099) Filing Information Returns Electronically, Electronic Wage Reporting Web Service (EWRWS), Specifications for Filing Forms W-2 and W-2c Electronically (EFW2/EFW2C), E-Verify - U.S. Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use 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 XVI-only recipients have numbers 55555, 66666, 77777, or 88888 in the red box at the to the WBDOC (form SSA-455-OCR-SM), or to the PC or FO (form SSA-455). Frequently Asked Questions on W-2 and W-2c. analyses (called profiling ) of on-line beneficiary data. "General Instructions for Forms W-2 and W-3," Page 5. GAO-23-105562. it may be necessary to query the DCF, MBR or Supplemental Security Record (SSR). Select the appropriate mailing address depending on the type of to is: NOTE that one way to identify SSA-455-OCR-SM mailer forms that have been sent to Title FY. Please note that we are upgrading our National 800 Number system. Official websites use .gov "ChpEObbG]!>E5o(fV+. are sent to the correct processing component as soon as possible. In some instances, other groups of beneficiaries may be sent mailers. For CDR is initiated (commonly referred to as a DO CDR action). Show. You may want to keep a copy for your records. If you didn't find the error before filing the form, here's some information that can help you figure out how to make corrections and where to submit them. If it is not returned and receipted within a specific time WebThe Office of Disability Determinations (ODD) (S2T) provides operational standards, instructions, operational and procedural advice, technical support, and management Include a W-3c transmittal form totaling the information on all W-2c correction forms if you are sending these forms by mail. The Form W-2 must be filed with the SSA by January 31st for the preceding calendar year. Copy A of forms W-2 must be submitted along with Form W-3. The input also causes Agency Affected. )SI{ 0BO|cEs}Oq""TV}c`u-hSwi8J", Corrected W-2s should be filed and sent to your employee(s) at your earliest convenience following detection of the error. MDR value of 3 is used and a medical reexamination diary 36 months in the future Employee consent should be obtained in a way that proves the contractor is able to receive the form electronically. Since FY 1996, SSA has not used the hard paper form for the large scheduled mailings. This occurs by remaining employed for a steady and reasonable amount of time to pay into the social security fund. 6401 Security Blvd. The four-page generic cover notice and instruction insert explains the mailer process IRS. Baltimore , MD 21235 Toll Free: 1-800-772-1213 TTY: 1-800-325-0778 Forms: Social Security Administration Forms Government branch: Independent Agency Popular Services from Social Security Administration Retirement Benefits Disability Benefits Get, Replace, or Correct a Social Security Card from the WBDOC; processes the data through a decision logic program, resulting in one of three actions If you still need additional help, you may write to the Office of Public Inquiries and Communications Support. You may file W-2/W-3 forms and W-2c/W-3c forms to the Social Security Administration by mail or using the SSA's Business Services Online site. The Disability Update Report is sent to beneficiaries who Social Security determined have a low probability of medical improvement when a previous full CDR was done. Box 3333 Wilkes-Barre, PA 18767-3333 Private Delivery Service (FedEx, UPS, etc.) Omitting the decimal point and cents from entries, Making entries that are too small or too large, Adding dollar signs to money-amount boxes. Page 3. Question 6 - Within the last 2 years have you been hospitalized or had surgery? Share sensitive information only on official, secure websites. 5800 EXECUTIVE CTR DR SUITE 300 CHARLOTTE, NC 28212. 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 though PC-6 only, while Title II-only and Title II/concurrent hard paper forms are form process; explaining the need on the recipient's part to answer the questions, sign the mailer 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? The Balance uses only high-quality sources, including peer-reviewed studies, to support the facts within our articles. improvement were a full CDR done. to is, When the OCDRS Decision logic action input is a deferral, When the OCDRS Decision logic action input is a DO CDR action, When the OCDRS Decision logic action input is that PC Review is required, print the appropriate CDT code in the CDT section of the SSA-5526-U2-OP2 or route