← Documents

W-2 to Excel

W-2 to Excel pulls the wage and tax numbers from W-2 forms into a spreadsheet — employer info, wages, federal and state withholding, Social Security and Medicare figures. It's built for tax season, when you're consolidating numbers from several W-2s.

When to use it

Use it if you have multiple W-2s (multiple jobs, or a household with two earners) and want all the box values in one workbook instead of retyping them. Tax preparers and DIY filers both use it to cross-check numbers before filing.

How to use it

  1. Open W-2 to Excel and upload a clear photo or scan of the W-2.
  2. The tool reads the boxes: employer EIN and address, employee wages, federal income tax withheld, Social Security wages and tax, Medicare wages and tax, state wages and withholding.
  3. Review every number against the original — tax figures must be exact.
  4. Download the .xlsx file. One W-2 = one document of quota.

What the output looks like

A workbook row (or sheet) mapping each W-2 box to its own labeled cell: Box 1 wages, Box 2 federal withholding, Boxes 3–6 Social Security/Medicare, Boxes 16–17 state figures, plus employer name, EIN, and address. Amounts are numeric for easy summing across multiple W-2s.

Good to know

  • Social Security numbers are masked in the output by design — only partial digits are shown. This protects you if the file is ever shared or emailed.
  • Verify every dollar figure against the paper form before filing taxes. OCR is very good on printed government forms, but "very good" isn't "exact."
  • Corrected W-2s (W-2c) should be processed separately — don't mix original and corrected figures in one row.
  • State and local boxes vary by state; unusual local tax lines may land in a notes column rather than a dedicated field.
  • Keep the original W-2s. The spreadsheet is a working copy, not a legal substitute for the official form.

Open this tool

Last updated: October 4, 2026

Was this helpful?

Still stuck? Report a problem and we'll take a look.

All help articles