2013 Update to 9061 – Guidance from the Department of Labor
The Department of Labor (DOL) has issued Training and Employment Guidance Letter (TEGL) 34-12 to “To transmit revised WOTC reporting and processing forms to State Workforce Agencies (SWAs), with instructions updated to reflect the new provisions in the American Taxpayer Relief Act of 2012, and provide procedural guidance.” The TEGL lays out the legislative background that now requires an update to the 9061 (Individual Characteristics Form) to account for the extension of the Federal Empowerment zones, and their applicability to the WOTC categories of Summer Youth and Designated Community Resident.
From the Notice:
On January 2, 2013, President Obama signed into law the American Taxpayer Relief Act of 2012. Section 327 reauthorizes EZs and Section 309 reauthorizes the extension of the WOTC program.
In summary, this legislation:
- Continues the uninterrupted implementation of all veteran target groups, including those implemented under the VOW Act through December 31, 2013.
- Retroactively reauthorizes all WOTC non-veteran target groups from December 31, 2011 through December 31, 2013.
- Provides legislative authorization for EZs from December 31, 2011 through December 31, 2013.
Accordingly, along with this TEGL, The DOL issued a new version of the 9061. The TEGL further instructs that all parties should begin to use the updated form as soon as possible, and that 90 days after the publication of the TEGL the SWA’s should not accept the previous versions of the forms.