0% found this document useful (0 votes)
483 views2 pages

Employee Tax Filing Guide

This W-2 form provides tax information for Igor Ramos for the year 2015. It shows that Mr. Ramos earned $34,835 in wages from Adecco USA Inc, with $5,376.64 in federal income tax withheld. It also lists Social Security and Medicare wages and taxes, as well as state income tax information for California.

Uploaded by

ier362
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
483 views2 pages

Employee Tax Filing Guide

This W-2 form provides tax information for Igor Ramos for the year 2015. It shows that Mr. Ramos earned $34,835 in wages from Adecco USA Inc, with $5,376.64 in federal income tax withheld. It also lists Social Security and Medicare wages and taxes, as well as state income tax information for California.

Uploaded by

ier362
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

b Employer identification number (EIN) 94-3286700 12a See instructions for box 12 1 Wages, tips, other compensation 2 Federal

12 1 Wages, tips, other compensation 2 Federal income tax withheld


c
c Employer’s name, address, and ZIP code o
d
|$ 34835.00 5376.64
e
ADECCO USA INC 12b 3 Social security wages 4 Social security tax withheld
c
175 BROAD HOLLOW ROAD o
|$
d
e 34835.00 2159.77
MELVILLE NY 11747 12c 5 Medicare wages and tips 6 Medicare tax withheld
c
o
d
e |$ 34835.00 505.11
12d
c
o
7 Social security tips 8 Allocated tips
d
e |$
e Employee’s first name and initial Last name Suff. 12e
c
o 9 10 Dependent care benefits
d
e |$
IGOR RAMOS This information is being furnished to the Statutory Retirement Third-party
11 Nonqualified plans 13
556 LARKIN ST Internal Revenue Service. employee plan sick pay

SAN FRANCISCO CA 94102-3346 Copy B To Be Filed With 14 Other


Employee’s FEDERAL CAVDI 174.18
Tax Return.
a Employee’s social security number
f Employee’s address and ZIP code 151-13-5034
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
CA 43704378 34835.00 1671.77

Form W-2 Wage and Tax Statement 2015 Department of the Treasury-Internal Revenue Service OMB# 1545-0008 Copy B To Be Filed With Employee’s FEDERAL Tax Return.

b Employer identification number (EIN) 94-3286700 12a 1 Wages, tips, other compensation 2 Federal income tax withheld
c
c Employer’s name, address, and ZIP code o
d
e |$ 34835.00 5376.64
ADECCO USA INC 12b 3 Social security wages 4 Social security tax withheld
c
175 BROAD HOLLOW ROAD o
d
e |$ 34835.00 2159.77
MELVILLE NY 11747 12c 5 Medicare wages and tips 6 Medicare tax withheld
c
o
d
e |$ 34835.00 505.11
12d
c
o
7 Social security tips 8 Allocated tips
d
e |$
e Employee’s first name and initial Last name Suff. 12e
X006233 c
o 9 10 Dependent care benefits
d
e |$
1 OF 1 Statutory Retirement Third-party
IGOR RAMOS 11 Nonqualified plans 13 employee plan sick pay

556 LARKIN ST
SAN FRANCISCO CA 94102-3346 Copy 2 To Be Filed With 14 Other
Employee’s State, City, or CAVDI 174.18
Local Income Tax Return.
a Employee’s social security number
f Employee’s address and ZIP code 151-13-5034
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
CA 43704378 34835.00 1671.77

Form W-2 Wage and Tax Statement 2015 Department of the Treasury-Internal Revenue Service OMB# 1545-0008 Copy 2 To Be Filed W ith Employee’s State, City, or Local Income Tax Return.

b Employer identification number (EIN) 94-3286700 12a 1 Wages, tips, other compensation 2 Federal income tax withheld
c
c Employer’s name, address, and ZIP code o
d
e |$ 34835.00 5376.64
ADECCO USA INC 12b 3 Social security wages 4 Social security tax withheld
175 BROAD HOLLOW ROAD c
o
d
e |$ 34835.00 2159.77
MELVILLE NY 11747 12c 5 Medicare wages and tips 6 Medicare tax withheld
c
o
d
e |$ 34835.00 505.11
12d
c
o
7 Social security tips 8 Allocated tips
d
e |$
e Employee’s first name and initial Last name Suff. 12e
c
o
9 10 Dependent care benefits
d
e |$
IGOR RAMOS Statutory Retirement Third-party
11 Nonqualified plans 13
556 LARKIN ST employee plan sick pay

SAN FRANCISCO CA 94102-3346


Copy 2 To Be Filed With 14 Other
Employee’s State, City, or CAVDI 174.18
Local Income Tax Return.
a Employee’s social security number
f Employee’s address and ZIP code 151-13-5034
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
CA 43704378 34835.00 1671.77

Form W-2 Wage and Tax Statement 2015 Department of the Treasury-Internal Revenue Service OMB# 1545-0008 Copy 2 To Be Filed With Employee’s State, City, or Local Income Tax Return.

b Employer identification number (EIN) 94-3286700 12a See instructions for box 12 1 Wages, tips, other compensation 2 Federal income tax withheld
c
c Employer’s name, address, and ZIP code o
34835.00 5376.64
d
e |$
ADECCO USA INC 12b 3 Social security wages 4 Social security tax withheld
c
175 BROAD HOLLOW ROAD o
d
e |$ 34835.00 2159.77
MELVILLE NY 11747 12c 5 Medicare wages and tips 6 Medicare tax withheld
c
o
d
e |$ 34835.00 505.11
12d
c
o
7 Social security tips 8 Allocated tips
d
e |$
e Employee’s first name and initial Last name Suff. 12e
c
o 9 10 Dependent care benefits
d
e |$
IGOR RAMOS This information is being furnished to the Internal Revenue
Statutory Retirement Third-party
Service. If you are required to file a tax return, a negligence 11 Nonqualified plans 13 employee plan sick pay
556 LARKIN ST penalty or other sanction may be imposed on you if this
income is taxable and you fail to report it.
SAN FRANCISCO CA 94102-3346 Copy C For EMPLOYEE’S 14 Other
RECORDS. (See Notice to CAVDI 174.18
Employee on back.)
a Employee’s social security number
f Employee’s address and ZIP code 151-13-5034
15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
CA 43704378 34835.00 1671.77

Form W-2 Wage and Tax Statement 2015 Department of the Treasury-Internal Revenue Service OMB# 1545-0008 Copy C for EMPLOYEE’S RECORDS. (See Notice to Employee on back.)

SLMR 200001X006233
Notice to Employee
Do you have to file? Refer to the Form 1040 Instructions to determine if you are required to file a tax return. Even if you do not have to file a tax return, you may be eligible for a refund if
box 2 shows an amount or if you are eligible for any credit.

Earned income credit (EIC). You may be able to take the EIC for 2015 if your adjusted gross income (AGI) is less than a certain amount. The amount of the credit is based on income and
family size. Workers without children could qualify for a smaller credit. You and any qualifying children must have valid social security numbers (SSNs). You cannot take the EIC if your
investment income is more than the specified amount for 2015 or if income is earned for services provided while you were an inmate at a penal institution. For 2015 income limits and more
information, visit www.irs.gov/eitc. Also see Pub. 596, Earned Income Credit. Any EIC that is more than your tax liability is refunded to you, but only if you file a tax return.

Clergy and religious workers. If you are not subject to social security and Medicare taxes, see Pub. 517, Social Security and Other Information for Members of the Clergy and Religious
Workers.

Corrections. If your name, SSN, or address is incorrect, correct Copies B, C, and 2 and ask your employer to correct your employment record. Be sure to ask the employer to file Form
W-2c, Corrected Wage and Tax Statement, with the Social Security Administration (SSA) to correct any name, SSN, or money amount error reported to the SSA on Form W-2. Be sure to
get your copies of Form W-2c from your employer for all corrections made so you may file them with your tax return. If your name and SSN are correct but are not the same as shown on
your social security card, you should ask for a new card that displays your correct name at any SSA office or by calling 1-800-772-1213. You also may visit the SSA at
www.socialsecurity.gov.

Cost of employer-sponsored health coverage (if such cost is provided by the employer). The reporting in box 12, using code DD, of the cost of employer-sponsored health coverage
is for your information only. The amount reported with code DD is not taxable.

Credit for excess taxes. If you had more than one employer in 2015 and more than $7,347 in social security and/or Tier 1 railroad retirement (RRTA) taxes were withheld, you may be
able to claim a credit for the excess against your federal income tax. If you had more than one railroad employer and more than $4,321.80 in Tier 2 RRTA tax was withheld, you also may
be able to claim a credit. See your Form 1040 or Form 1040A instructions and Pub. 505, Tax Withholding and Estimated Tax.

Instructions for Employee


Box 1. Enter this amount on the wages line of your tax return.
Box 2. Enter this amount on the federal income tax withheld line of your tax return.
Box 5. You may be required to report this amount on Form 8959, Additional Medicare Tax. See Form 1040 instructions to determine if you are required to complete Form 8959.
Box 6. This amount includes the 1.45% Medicare Tax withheld on all Medicare wages and tips shown in Box 5, as well as the 0.9% Additional Medicare Tax on any of those Medicare
wages and tips above $200,000.
Box 8. This amount is not included in boxes 1, 3, 5, or 7. For information on how to report tips on your tax return, see your Form 1040 instructions.
You must file Form 4137, Social Security and Medicare Tax on Unreported Tip Income, with your income tax return to report at least the allocated tip amount unless you can prove that
you received a smaller amount. If you have records that show the actual amount of tips you received, report that amount even if it is more or less than the allocated tips. On Form 4137 you
will calculate the social security and Medicare tax owed on the allocated tips shown on your Form(s) W-2 that you must report as income and on other tips you did not report to your
employer. By filing Form 4137, your social security tips will be credited to your social security record (used to figure your benefits).
Box 10. This amount includes the total dependent care benefits that your employer paid to you or incurred on your behalf (including amounts from a section 125 (cafeteria) plan). Any
amount over $5,000 is also included in box 1. Complete Form 2441, Child and Dependent Care Expenses, to compute any taxable and nontaxable amounts.
Box 11. This amount is (a) reported in box 1 if it is a distribution made to you from a nonqualified deferred compensation or nongovernmental section 457(b) plan or (b) included in box 3
and/or 5 if it is a prior year deferral under a nonqualified or section 457(b) plan that became taxable for social security and Medicare taxes this year because there is no longer a substantial
risk of forfeiture of your right to the deferred amount. This box should not be used if you had a deferral and a distribution in the same calendar year. If you made a deferral and received a
distribution in the same calendar year, and you are or will be age 62 by the end of the calendar year, your employer should file Form SSA-131, Employer Report of Special Wage
Payments, with the Social Security Administration and give you a copy.
Box 12. The following list explains the codes shown in box 12. You may need this information to complete your tax return. Elective deferrals (codes D, E, F, and S) and designated Roth
contributions (codes AA, BB, and EE) under all plans are generally limited to a total of $18,000 ($12,500 if you only have SIMPLE plans; $21,000 for section 403(b) plans if you qualify for
the 15-year rule explained in Pub. 571). Deferrals under code G are limited to $18,000. Deferrals under code H are limited to $7,000.
However, if you were at least age 50 in 2015, your employer may have allowed an additional deferral of up to $6,000 ($3,000 for section 401(k)(11) and 408(p) SIMPLE plans). This
additional deferral amount is not subject to the overall limit on elective deferrals. For code G, the limit on elective deferrals may be higher for the last 3 years before you reach retirement
age. Contact your plan administrator for more information. Amounts in excess of the overall elective deferral limit must be included in income. See the “Wages, Salaries, Tips, etc.” line
instructions for Form 1040.
Note. If a year follows code D through H, S, Y, AA, BB, or EE, you made a make-up pension contribution for a prior year(s) when you were in military service. To figure whether you made
excess deferrals, consider these amounts for the year shown, not the current year. If no year is shown, the contributions are for the current year.
A—Uncollected social security or RRTA tax on tips. Include this tax on Form 1040. See “Other Taxes” in the Form 1040 instructions.
B—Uncollected Medicare tax on tips. Include this tax on Form 1040. See “Other Taxes” in the Form 1040 instructions.
C—Taxable cost of group-term life insurance over $50,000 (included in boxes 1, 3 (up to social security wage base), and 5)
D—Elective deferrals to a section 401(k) cash or deferred arrangement. Also includes deferrals under a SIMPLE retirement account that is part of a section 401(k) arrangement.
E—Elective deferrals under a section 403(b) salary reduction agreement
F—Elective deferrals under a section 408(k)(6) salary reduction SEP
G—Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensation plan
H—Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan. See “Adjusted Gross Income” in the Form 1040 instructions for how to deduct.
J—Nontaxable sick pay (information only, not included in boxes 1, 3, or 5)
K—20% excise tax on excess golden parachute payments. See “Other Taxes” in the Form 1040 instructions.
L—Substantiated employee business expense reimbursements (nontaxable)
M—Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000 (former employees only). See “Other Taxes” in the Form 1040 instructions.
N—Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (former employees only). See “Other Taxes” in the Form 1040 instructions.
P—Excludable moving expense reimbursements paid directly to employee (not included in boxes 1, 3, or 5)
Q—Nontaxable combat pay. See the instructions for Form 1040 or Form 1040A for details on reporting this amount.
R—Employer contributions to your Archer MSA. Report on Form 8853, Archer MSAs and Long-Term Care Insurance Contracts.
S—Employee salary reduction contributions under a section 408(p) SIMPLE plan (not included in box 1)
T—Adoption benefits (not included in box 1). Complete Form 8839, Qualified Adoption Expenses, to compute any taxable and nontaxable amounts.
V—Income from exercise of nonstatutory stock option(s) (included in boxes 1, 3 (up to social security wage base), and 5). See Pub. 525 and instructions for Schedule D (Form 1040) for
reporting requirements.
W—Employer contributions (including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to your health savings account. Report on Form 8889, Health
Savings Accounts (HSAs).
Y—Deferrals under a section 409A nonqualified deferred compensation plan
Z—Income under a nonqualified deferred compensation plan that fails to satisfy section 409A. This amount is also included in box 1. It is subject to an additional 20% tax plus interest. See
“Other Taxes” in the Form 1040 instructions.
AA—Designated Roth contributions under a section 401(k) plan
BB—Designated Roth contributions under a section 403(b) plan
DD—Cost of employer-sponsored health coverage. The amount reported with Code DD is not taxable.
EE—Designated Roth contributions under a governmental section 457(b) plan. This amount does not apply to contributions under a tax-exempt organization section 457(b) plan.
Box 13. If the “Retirement plan” box is checked, special limits may apply to the amount of traditional IRA contributions you may deduct. See Pub 590, Individual Retirement Arrangements
(IRAs).
Box 14. Employers may use this box to report information such as state disability insurance taxes withheld, union dues, uniform payments, health insurance premiums deducted,
nontaxable income, educational assistance payments, or a member of the clergy's parsonage allowance and utilities. Railroad employers use this box to report railroad retirement (RRTA)
compensation, Tier 1 tax, Tier 2 tax, Medicare tax and Additional Medicare Tax. Include tips reported by the employee to the employer in railroad (RRTA) compensation.
Note. Keep Copy C of Form W-2 for at least 3 years after the due date for filing your income tax return. However, to help protect your social security benefits, keep Copy C until you
begin receiving social security benefits, just in case there is a question about your work record and/or earnings in a particular year.

You might also like