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2023 W-4 forms and Gender Unknown option for IRS rate tables
We are currently using PeopleSoft 9.2 with HR PUM 35 and have applied the latest tax update, 23-B. However, we have noticed that the 2023 W-4 forms and the Gender Unknown option for IRS rate tables are not available. It seems that these items were not included or tagged with Tax Update 23-B or any other patches we may have missed to apply. Can you provide some insight into these issues?
Thanks.
@Nicole Apostola Got it.. Thanks for the info.
@Raj Denni
Patch 34905924 is W4 PDF: UPDATE FEDERAL FORM W-4 (2023)
If you use the state forms, you should check the Tax Update 23-B notes, go to page 94 ("Other Items Not Delivered") and pick the states that you need the W-4 PDFs for.
@Nicole Apostola Thanks much Nicole.
Hope applying the Patches 33861765, 34038602 will resolve the issue.
we are missing any patches to get 2023 W-4 forms as well?
@Raj Denni
Hi - if you are just applying the tax update, you may not have applied all of the patches you need:
Patch 33861765, 34038602 for gender unknown were Human Resources patches
Also, the PDF withholding forms may not be in the tax update (because not every customer uses them) - you will need to identify and apply them in addition to the tax update.