Other State as Base State
When tax laws require you to print federal information on a year-end form for a state other than the employee's resident state, set up a state other than the employee's resident state as the base state.
Example: An employee works for company 707 in Ohio and New Jersey in 2023, moves to New York in January 2024 and continues to work for company 707 in New York. The system updates the employee's master record to display New York as the resident state.
When you process year-end information, you must override the employee's current resident state information because all work for 2023 was done in states (Ohio and New Jersey) other than the resident state (New York).
Therefore, you must enter the GeoCode for Ohio or New Jersey, whichever you choose to be the base state, in the Home State field on the Employee Payroll Revisions form. When you process the W-2 workfile, do not select the Resident State Equals Base State option.