W-2. Wage and Tax Statement 2. Do NOT Cut, Fold, or Staple Forms on This Page Do NOT Cut, Fold, or Staple Forms on This Page

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 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 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. 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 000 Copy A For Soial Surity Aministration Sn this ntir pag with W- to th Soial Surity Aministration; photoopis ar not aptal. Cat. No. D Dpartmnt of th Trasury Intrnal Rvnu Srvi For Privay At an Paprwork Rution At Noti, s sparat instrutions. Do NOT Cut, Fol, or Stapl s on This Pag Do NOT Cut, Fol, or Stapl s on This Pag

3 Control numr OMB No Employr 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 Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox Othr mploy Das Pnsion Lgal rp. 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 000 Copy For Stat, City, or Loal Tax Dpartmnt Dpartmnt of th Trasury Intrnal Rvnu Srvi

4 Control numr OMB No Employr 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 Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox S instrs. for ox Othr mploy Das Pnsion Lgal rp. 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 000 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 rit (EIC). You must fil a tax rturn if any amount is shown in ox. You may al to tak th EIC for 000 if () you o not hav a qualifying hil an you arn lss than $,0, () you hav on qualifying hil an you arn lss than $,, or () you hav mor than on qualifying hil an you arn lss than $,. You an any qualifying hilrn must hav vali soial surity numrs (SSNs). You annot laim th EIC if your invstmnt inom is mor than $,00. 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-, Earn Inom Crit Avan Paymnt Crtifiat. 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, SSN, or mony amount 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 Crit for xss taxs. If you ha mor than on mployr in 000 an mor than $,.0 in soial surity an/or Tir railroa rtirmnt (RRTA) taxs wr withhl, you may al to laim a rit for th xss against your Fral inom tax. If you ha mor than on railroa mployr an mor than $,.0 in Tir RRTA tax was withhl, you also may al to laim a rit. S your 0 or 0A instrutions an Pu. 0, Tax Withholing an Estimat Tax. (Also s Instrutions on ak of Copy C.)

6 Control numr Employr 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 Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox S instrs. for ox Othr mploy Das Pnsion Lgal rp. 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 000 Copy C For EMPLOYEE S RECORDS (S Noti to Employ on ak of Copy B.) Dpartmnt of th Trasury Intrnal Rvnu Srvi

7 Instrutions (Also s Noti to Employ on 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 0 instrutions. Box. Entr this amount on th avan arn inom rit paymnts lin of your 0 or 0A. Box. This amount is th total pnnt ar nfits your mployr pai to you or inurr on your half (inluing amounts from a stion (aftria) ). Any amount ovr $,000 also is inlu in ox. You must omplt Shul ( 0A) or, Chil an Dpnnt Car Expnss, to omput any taxal an nontaxal amounts. Box. This amount is (a) rport in ox if it is a istriution ma to you from a nonqualifi frr ompnsation or stion or () inlu in ox an/or if it is a prior yar frral unr a nonqualifi or stion that am taxal for soial surity an Miar taxs this yar aus thr is no longr a sustantial risk of forfitur of your right to th frr amount. 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 0 instrutions. Box. Th following list xplains th os shown in ox. You may n this information to omplt your tax rturn. Not: If a yar follows o D, E, F, G, H, or S, you ma a mak-up pnsion ontriution for a prior yar(s) whn you wr in military srvi. To figur whthr you ma xss frrals, onsir ths amounts for th yar shown, not th urrnt yar. If no yar is shown, th ontriutions ar for th urrnt yar. A Unollt soial surity or RRTA tax on tips (Inlu this tax on 0. S Total Tax in th 0 instrutions.) B Unollt Miar tax on tips (Inlu this tax on 0. S Total Tax in th 0 instrutions.) C Cost of group-trm lif insuran ovr $0,000 (inlu in oxs, (up to soial surity wag as), an ) 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 unr a stion 0() salary rution agrmnt F Eltiv frrals unr 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 th 0 instrutions for how to ut) J Nontaxal sik pay (not inlu in ox,, or ) K 0% xis tax on xss goln parahut paymnts (s Total Tax in th 0 instrutions) L Sustantiat mploy usinss xpns rimursmnts (nontaxal) M Unollt soial surity or RRTA tax on ost of group-trm lif insuran ovr $0,000 (formr mploys only) (s Total Tax in th 0 instrutions) N Unollt Miar tax on ost of group-trm lif insuran ovr $0,000 (formr mploys only) (s Total Tax in th 0 instrutions) P Exlual moving xpns rimursmnts pai irtly to mploy (not inlu in oxs,, or ) Q Military mploy asi housing, susistn, an omat zon ompnsation (us this amount if you qualify for EIC) R Employr ontriutions to your mial savings aount (MSA) (s, Mial Savings Aounts an Long-Trm Car Insuran Contrats) S Employ salary rution ontriutions unr a stion 0(p) SIMPLE (not inlu in ox ) T Aoption nfits (not inlu in ox ). You must omplt, 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 traitional 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 som ass; s Pu. ). Th limit for stion () s is $,000. Amounts ovr ths limits must inlu in inom. S Wags, Salaris, Tips, t. in th 0 instrutions. Not: Kp Copy C of for at last yars aftr th u at for filing your inom tax rturn. Howvr, to hlp prott your soial surity nfits, kp Copy C until you gin riving soial surity nfits, just in as thr is a qustion aout your work ror an/or arnings in a partiular yar. Th SSA suggsts you onfirm your work ror with thm from tim to tim.

8 Control numr OMB No Employr 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 Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox Othr mploy Das Pnsion Lgal rp. 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 000 Copy To B Fil With Employ s Stat, City, or Loal Inom Tax Rturn Dpartmnt of th Trasury Intrnal Rvnu Srvi

9 Control numr Voi OMB No Employr 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 Employ s nam, arss, an ZIP o Nonqualifi s Bnfits inlu in ox S instrs. for ox Othr mploy Das Pnsion Lgal rp. 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 000 Dpartmnt of th Trasury Intrnal Rvnu Srvi For Privay At an Paprwork Rution At Noti, s sparat instrutions.

10 Employrs, Plas Not Spifi information n to omplt is givn in a sparat ooklt titl 000 Instrutions for s an W-. You an orr thos instrutions an aitional forms y alling -00-TAX-FORM (-00--). You an also gt forms an instrutions from th IRS s Intrnt W Sit at Caution: Baus th SSA prosss papr forms y mahin, you annot fil with th SSA s an W- that you print from th IRS s Intrnt W Sit. Du ats. Furnish Copis B, C, an to th mploy gnrally y January, 00. Fil Copy A with th SSA gnrally y Fruary, 00. Sn all Copis A with W-, Transmittal of Wag an Tax Statmnts. Howvr, if you fil ltronially (not y magnti mia), th u at is April, 00.