W-2. Wage and Tax Statement 1 Copy A For Social Security Administration. Do NOT Cut or Separate Forms on This Page. Void.

Transcription

1 Attntion! This form is provi for informational purposs an shoul not rprou on prsonal omputr printrs y iniviual taxpayrs for filing. Th print vrsion of this form is a "mahin raal" form. As suh, it must print using spial papr, spial inks, an within pris spifiations. Aitional information aout th printing of ths spializ tax forms an foun in: Puliation, Sustitut Print, Computr-Prpar, an Computr-Gnrat Tax s an Shuls; an, Puliation, Spifiations for Papr Doumnt Rporting an Papr Sustituts for s,, Sris,, an G. Th puliations list aov may otain y alling -00-TAX-FORM (-00--). B sur to orr using th IRS puliation numr.

2 Control numr Voi For Offiial Us Only OMB No Employr s intifiation numr Wags, tips, othr ompnsation Fral inom tax withhl Employr s nam, arss, an ZIP o Soial surity wags Soial surity tax withhl Miar wags an tips Miar tax withhl Soial surity tips Alloat tips Employ s soial surity numr Avan EIC paymnt Dpnnt ar nfits Employ s nam (first, mil initial, last) Nonqualifi s Bnfits inlu in ox S Instrs. for ox Othr f Employ s arss an ZIP o mploy Das Pnsion Lgal rp. Hshl. mp. Dfrr ompnsation Stat Employr s stat I.D. No. Stat wags, tips, t. Stat inom tax Loality nam 0 Loal wags, tips, t. Loal inom tax Wag an Tax Statmnt Copy A For Soial Surity Aministration Cat. No. D Dpartmnt of th Trasury Intrnal Rvnu Srvi For Paprwork Rution At Noti, s sparat instrutions. Do NOT Cut or Sparat s on This Pag

3 Control numr OMB No Employr s intifiation numr Wags, tips, othr ompnsation Fral inom tax withhl Employr s nam, arss, an ZIP o Soial surity wags Soial surity tax withhl Miar wags an tips Miar tax withhl Soial surity tips Alloat tips Employ s soial surity numr Avan EIC paymnt Dpnnt ar nfits Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox Othr mploy Das Pnsion Lgal rp. Hshl. mp. Dfrr ompnsation Stat Employr s stat I.D. No. Stat wags, tips, t. Stat inom tax Loality nam 0 Loal wags, tips, t. Loal inom tax Wag an Tax Statmnt Copy For Stat, City, or Loal Tax Dpartmnt Dpartmnt of th Trasury Intrnal Rvnu Srvi

4 Control numr OMB No Employr s intifiation numr Wags, tips, othr ompnsation Fral inom tax withhl Employr s nam, arss, an ZIP o Soial surity wags Soial surity tax withhl Miar wags an tips Miar tax withhl Soial surity tips Alloat tips Employ s soial surity numr Avan EIC paymnt Dpnnt ar nfits Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox S Instrs. for ox Othr mploy Das Pnsion Lgal rp. Hshl. mp. Dfrr ompnsation Stat Employr s stat I.D. No. Stat wags, tips, t. Stat inom tax Loality nam 0 Loal wags, tips, t. Loal inom tax Wag an Tax Statmnt Copy B To B Fil With Employ s FEDERAL Tax Rturn This information is ing furnish to th Intrnal Rvnu Srvi. Dpartmnt of th Trasury Intrnal Rvnu Srvi

5 Noti to Employ Rfun. Evn if you o not hav to fil a tax rturn, you shoul fil to gt a rfun if ox shows Fral inom tax withhl, or if you an tak th arn inom rit. Earn Inom Crit (EIC). You must fil a tax rturn if any amount is shown in ox. You may al to tak th EIC for if () you o not hav a qualifying hil an you arn lss than $,0, () you hav on qualifying hil an you arn lss than $,0, or () you hav mor than on qualifying hil an you arn lss than $,0. You an any qualifying hilrn must hav vali soial surity numrs (SSNs). You annot laim th EIC if your invstmnt inom is mor than $,0. Any EIC that is mor than your tax liaility is rfun to you, ut only if you fil a tax rturn. If you hav at last on qualifying hil, you may gt as muh as $, of th EIC in avan y omplting W-. Clrgy an Rligious Workrs. If you ar not sujt to soial surity an Miar taxs, s Pu., Soial Surity an Othr Information for Mmrs of th Clrgy an Rligious Workrs. Corrtions. If your nam, SSN, or arss is inorrt, orrt Copis B, C, an an ask your mployr to orrt your mploymnt ror. B sur to ask th mployr to fil, Corrt Wag an Tax Statmnt, with th Soial Surity Aministration (SSA) to orrt any nam, arss, amount, or SSN rror rport to th SSA on. If your nam an SSN ar orrt ut ar not th sam as shown on your soial surity ar, you shoul ask for a nw ar at any SSA offi or all -00-SSA-. Crit for Exss Taxs. If mor than on mployr pai you wags uring an mor than th maximum soial surity mploy tax, railroa rtirmnt (RRTA) tax, or omin soial surity an RRTA tax was withhl, you may laim th xss as a rit against your Fral inom tax. S your inom tax rturn instrutions. (Instrutions ontinu on ak of Copy C.)

6 Control numr Employr s intifiation numr OMB No This information is ing furnish to th Intrnal Rvnu Srvi. If you ar rquir to fil a tax rturn, a nglign pnalty or othr santion may impos on you if this inom is taxal an you fail to rport it. Wags, tips, othr ompnsation Fral inom tax withhl Employr s nam, arss, an ZIP o Soial surity wags Soial surity tax withhl Miar wags an tips Miar tax withhl Soial surity tips Alloat tips Employ s soial surity numr Avan EIC paymnt Dpnnt ar nfits Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox S Instrs. for ox Othr mploy Das Pnsion Lgal rp. Hshl. mp. Dfrr ompnsation Stat Employr s stat I.D. No. Stat wags, tips, t. Stat inom tax Loality nam 0 Loal wags, tips, t. Loal inom tax Wag an Tax Statmnt Copy C For EMPLOYEE S RECORDS (S Noti on ak of Copy B.) Dpartmnt of th Trasury Intrnal Rvnu Srvi

7 Instrutions (Continu from ak of Copy B) Box. Entr this amount on th wags lin of your tax rturn. Box. Entr this amount on th Fral inom tax withhl lin of your tax rturn. Box. This amount is not inlu in oxs,, or. For information on how to rport tips on your tax rturn, s your tax rturn instrutions. Box. Entr this amount on th avan arn inom rit paymnts lin of your tax rturn. Box. This amount is th total pnnt ar nfits your mployr pai to you or inurr on your half (inluing amounts from a stion ). Any amount ovr $,000 also is inlu in ox. You must omplt Shul ( 0A) or to omput any taxal an nontaxal amounts. Box. This amount is a istriution ma to you from a nonqualifi frr ompnsation or stion an is inlu in ox. Or, it may a ontriution y your mployr to a nonqualifi frr ompnsation that is inlu in ox an/or. Box. This amount is th taxal fring nfits inlu in ox. You may al to ut xpnss that ar rlat to fring nfits; s th instrutions for your tax rturn. Box. Th following list xplains th os shown in ox. You may n this information to omplt your tax rturn. A Unollt soial surity tax on tips (Inlu this tax on 0. S Total Tax in 0 instrutions.) B Unollt Miar tax on tips (Inlu this tax on 0. S Total Tax in 0 instrutions.) C Cost of group-trm lif insuran ovr $0,000 (inlu in ox ) D Eltiv frrals to a stion 0(k) ash or frr arrangmnt. Also, inlus frrals unr a SIMPLE rtirmnt aount that is part of a stion 0(k) arrangmnt. E Eltiv frrals to a stion 0() salary rution agrmnt F Eltiv frrals to a stion 0(k)() salary rution SEP G Eltiv an nonltiv frrals to a stion () frr ompnsation H Eltiv frrals to a stion 0()()(D) tax-xmpt organization (s Ajust Gross Inom in 0 instrutions for how to ut) J Sik pay not inluil as inom K Tax on xss goln parahut paymnts (s Total Tax in 0 instrutions) L Nontaxal part of mploy usinss xpns rimursmnts M Unollt soial surity tax on ost of group-trm lif insuran ovrag ovr $0,000 (formr mploys only) (s Total Tax in 0 instrutions) N Unollt Miar tax on ost of group-trm lif insuran ovrag ovr $0,000 (formr mploys only) (s Total Tax in 0 instrutions) P Exlual moving xpns rimursmnts (not inlu in ox ) Q Military mploy asi quartrs, susistn, an omat zon ompnsation (us this amount if you qualify for EIC) R Employr ontriutions to your mial savings aount (s th instrutions for your inom tax rturn) S Employ salary rution ontriutions to a stion 0(p) SIMPLE (not inlu in ox ) T Aoption nfits (not inlu in ox ). You must omplt an fil with your inom tax rturn a, Qualifi Aoption Expnss, to omput any taxal an nontaxal amounts. Box. If th Pnsion ox is hk, spial limits may apply to th amount of IRA ontriutions you may ut. If th Dfrr ompnsation ox is hk, th ltiv frrals in ox (os D, E, F, G, H, an S) (for all mployrs, an for all suh s to whih you long) ar gnrally limit to $,00. Eltiv frrals for stion 0() ontrats ar limit to $,00 ($,00 in limit irumstans; s Pu. ). Th limit for stion () s is $,00. Amounts ovr ths limits must inlu in inom. S th 0 instrutions. Not: Kp Copy C of for at last yars aftr th u at for filing your inom tax rturn.

8 Control numr OMB No Employr s intifiation numr Wags, tips, othr ompnsation Fral inom tax withhl Employr s nam, arss, an ZIP o Soial surity wags Soial surity tax withhl Miar wags an tips Miar tax withhl Soial surity tips Alloat tips Employ s soial surity numr Avan EIC paymnt Dpnnt ar nfits Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox Othr mploy Das Pnsion Lgal rp. Hshl. mp. Dfrr ompnsation Stat Employr s stat I.D. No. Stat wags, tips, t. Stat inom tax Loality nam 0 Loal wags, tips, t. Loal inom tax Wag an Tax Statmnt Copy To B Fil With Employ s Stat, City, or Loal Inom Tax Rturn Dpartmnt of th Trasury Intrnal Rvnu Srvi

9 Control numr OMB No Employr s intifiation numr Wags, tips, othr ompnsation Fral inom tax withhl Employr s nam, arss, an ZIP o Soial surity wags Soial surity tax withhl Miar wags an tips Miar tax withhl Soial surity tips Alloat tips Employ s soial surity numr Avan EIC paymnt Dpnnt ar nfits Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox S Instrs. for Othr mploy Das Pnsion Lgal rp. Hshl. mp. Dfrr ompnsation Stat Employr s stat I.D. No. Stat wags, tips, t. Stat inom tax Loality nam 0 Loal wags, tips, t. Loal inom tax Copy D For Employr Wag an Tax Statmnt Dpartmnt of th Trasury Intrnal Rvnu Srvi For Paprwork Rution At Noti, s sparat instrutions.