a. Employee's Social Security Number OMB No.
1545-0008
*****6335
b. Employer's Identification Number (EIN) d. Control number 1 Wages, Tips, and other compensation 2 Federal Income Tax withheld
53-9990000 17022.97 1410.32
c. Employer's Name, Address, and ZIP Code 3 Social Security Wages 4 Social Security Tax withheld
DEFENSE FINANCE AND ACCOUNTING 17463.55 625.80
DFAS (USMC) 5 Medicare Wages and Tips 6 Medicare Tax withheld
1240 EAST NINTH STREET 17463.55 253.22
CLEVELAND, OH 44199-2055
7 Social Security tips 8 Allocated Tips
e/f. Employee's Name, Address, and ZIP Code 9 10 Dependent Care Benefits
RICHARD S DALEY
PSC BOX 8071 12 See instructions for box 12 14 See instructions for box 14
CHERRY POINT NC 28533-0000 D 440.58
DSSN 6092 RUC 00207 MCC 1PB PLT YBP2
13
Statutory Retirement Third-party
Employee Plan sick pay
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
IL 17022.97
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
Wage and Tax Department of the Treasury - Internal Revenue Service
Form
W-2 Statement 2020 Copy B To Be Filed With Employee's FEDERAL Tax Return
This information is being furnished to the Internal Revenue Service
a. Employee's Social Security Number OMB No. 1545-0008 This information is being furnished to the Internal Revenue Service. If you are required to file a tax
*****6335 return, a negligence penalty or other sanction may be imposed on you if this income is taxable and you fail to report it.
b. Employer's Identification Number (EIN) d. Control Number 1 Wages, Tips, other compensation 2 Federal Income Tax withheld
53-9990000 17022.97 1410.32
c. Employer's Name, Address, and ZIP Code 3 Social Security Wages 4 Social Security Tax withheld
DEFENSE FINANCE AND ACCOUNTING 17463.55 625.80
DFAS (USMC) 5 Medicare Wages and Tips 6 Medicare Tax withheld
1240 EAST NINTH STREET 17463.55 253.22
CLEVELAND, OH 44199-2055
7 Social Security tips 8 Allocated Tips
e/f. Employee's Name, Address, and ZIP Code 9 10 Dependent Care Benefits
RICHARD S DALEY
PSC BOX 8071 12 See instructions for box 12 14 See instructions for box 14
CHERRY POINT NC 28533-0000 D 440.58
DSSN 6092 RUC 00207 MCC 1PB PLT YBP2
13
Statutory Retirement Third-party
Employee Plan sick pay
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
IL 17022.97
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
Department of the Treasury - Internal Revenue Service
Wage and Tax
Form
W-2 Statement
2020 Copy C For EMPLOYEE'S RECORDS (See Notice to Employee on Back of Copy B)
a. Employee's Social Security Number OMB No. 1545-0008
*****6335
b. Employer's Identification Number (EIN) d. Control number 1 Wages, Tips, and other compensation 2 Federal Income Tax withheld
53-9990000 17022.97 1410.32
c. Employer's Name, Address, and ZIP Code 3 Social Security Wages 4 Social Security Tax withheld
DEFENSE FINANCE AND ACCOUNTING 17463.55 625.80
DFAS (USMC) 5 Medicare Wages and Tips 6 Medicare Tax withheld
1240 EAST NINTH STREET 17463.55 253.22
CLEVELAND, OH 44199-2055
7 Social Security tips 8 Allocated Tips
e/f. Employee's Name, Address, and ZIP Code 9 10 Dependent Care Benefits
RICHARD S DALEY
PSC BOX 8071 12 See instructions for box 12 14 See instructions for box 14
CHERRY POINT NC 28533-0000 D 440.58
DSSN 6092 RUC 00207 MCC 1PB PLT YBP2
13 Statutory Retirement Third-party
Employee Plan sick pay
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
IL 17022.97
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
Wage and Tax Department of the Treasury - Internal Revenue Service
Form
W-2 Statement 2020 Copy 2 To Be Filed With Employee's State, City, or Local Income Tax Return
a. Employee's Social Security Number OMB No. 1545-0008
*****6335
b. Employer's Identification Number (EIN) d. Control Number 1 Wages, Tips, other compensation 2 Federal Income Tax withheld
53-9990000 17022.97 1410.32
c. Employer's Name, Address, and ZIP Code 3 Social Security Wages 4 Social Security Tax withheld
DEFENSE FINANCE AND ACCOUNTING 17463.55 625.80
DFAS (USMC) 5 Medicare Wages and Tips 6 Medicare Tax withheld
1240 EAST NINTH STREET 17463.55 253.22
CLEVELAND, OH 44199-2055
7 Social Security tips 8 Allocated Tips
e/f. Employee's Name, Address, and ZIP Code 9 10 Dependent Care Benefits
RICHARD S DALEY
PSC BOX 8071 12 See instructions for box 12 14 See instructions for box 14
CHERRY POINT NC 28533-0000 D 440.58
DSSN 6092 RUC 00207 MCC 1PB PLT YBP2
13 Statutory Retirement Third-party
Employee Plan sick pay
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
IL 17022.97
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
Department of the Treasury - Internal Revenue Service
Wage and Tax
Form
W-2 Statement
2020 Copy 2 To Be Filed With Employee's State, City, or Local Income Tax Return
Notice to Employee
Do you have to file? Refer to the Instructions for Forms Be sure to get your copies of Form W-2c from your
1040 and 1040-SR to determine if you are required to file a employer for all corrections made so you may file them
tax return. Even if you do not have to file a tax return, you with your tax return. If your name and SSN are correct but
may be eligible for a refund if box 2 shows an amount or if are not the same as shown on your social security card,
you are eligible for any credit. you should ask for a new card that displays your correct
name at any SSA office or by calling 1-800-772-1213. You
Earned income credit (EIC). You may be able to take the
EIC for 2020 if your adjusted gross income (AGI) is less also may visit the SSA at www.SSA.gov.
than a certain amount. The amount of the credit is based Cost of employer-sponsored health coverage (if such
on income and family size. Workers without children could cost is provided by the employer). The reporting in box
qualify for a smaller credit. You and any qualifying children 12, using code DD, of the cost of employer-sponsored
must have valid social security numbers (SSNs). You health coverage is for your information only. The amount
cannot take the EIC if your investment income is more than reported with code DD is not taxable.
the specified amount for 2020 or if income is earned for
Credit for excess taxes. If you had more than one
services provided while you were an inmate at a penal
employer in 2020 and more than $8,537.40 in social
institution. For 2020 income limits and more information,
security and/or Tier 1 railroad retirement (RRTA) taxes
visit www.irs.gov/eitc. Also see Pub. 596, Earned Income
were withheld, you may be able to claim a credit for the
Credit. Any EIC that is more than your tax liability is
excess against your federal income tax. If you had more
refunded to you, but only if you file a tax return.
than one railroad employer and more than $5,012.70 in
Corrections. If your name, SSN, or address is incorrect, Tier 2 RRTA tax was withheld, you also may be able to
correct Copies B, C, and 2 and ask your employer to claim a credit. See the Instructions for your Forms 1040
correct your employment record. Be sure to ask the and 1040-SR and Pub. 505, Tax Withholding and
employer to file Form W-2c, Corrected Wage and Tax Estimated Tax.
Statement, with the Social Security Administration (SSA) (Also see Instructions for Employee on the back of Copy C.)
to correct any name, SSN, or money amount error
reported to the SSA on Form W-2.
Instructions for Employee (Also see Notice to Employee 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
on the back of Copy B.) Forms 1040 and 1040-SR instructions.
Box 1. Enter this amount on the wages line of your tax return. N - Uncollected Medicare tax on taxable cost of group-term life insurance over
Box 2. Enter this amount on the federal income tax withheld line of your tax $50,000 (former employees only). See “Other Taxes” in the Forms 1040 and
return. 1040-SR instructions.
Box 5. You may be required to report this amount on Form 8959, Additional P - Excludable moving expense reimbursements paid directly to member of
Medicare Tax. See the Instructions for Forms 1040 and 1040-SR to determine if Armed Forces (not included in boxes 1, 3, or 5).
you are required to complete Form 8959. Q - Nontaxable combat pay. See the instructions for Forms 1040 and Form
Box 6. This amount includes the 1.45% Medicare Tax withheld on all Medicare 1040-SR for details on reporting this amount.
wages and tips shown in box 5, as well as the 0.9% Additional Medicare Tax on R - Employer contributions to your Archer MSA. Report on Form 8853, Archer
any of those Medicare wages and tips above $200,000. MSAs and Long-Term Care Insurance Contracts.
Box 8. This amount is not included in boxes 1, 3, 5, or 7. For information on S - Employee salary reduction contributions under a section 408(p) SIMPLE
how to report tips on your tax return, see Instructions for Forms 1040 and 1040- plan (not included in box 1).
SR. You must file Form 4137, Social Security and Medicare Tax on Unreported
T - Adoption benefits (not included in box 1). Complete Form 8839, Qualified
Tip Income, with your income tax return to report at least the allocated tip
Adoption Expenses, to compute any taxable and nontaxable amounts.
amount unless you can prove with adequate records that you received a smaller
amount. If you have records that show the actual amount of tips you received, W - Employer contributions (including amounts the employee elected to
report that amount even if it is more or less than the allocated tips. Use Form contribute using a section 125 (cafeteria) plan) to your health savings account.
4137 to figure the social security and Medicare tax owed on tips you didn't Report on Form 8889, Health Savings Accounts (HSAs).
report to your employer. By filing Form 4137, your social security tips will be AA - Designated Roth contributions under a section 401(k) plan.
credited to your social security record (used to figure your benefits). BB - Designated Roth contributions under a section 403(b) plan.
Box 10. This amount includes the total dependent care benefits that your DD - Cost of employer-sponsored health coverage. The amount reported with
employer paid to you or incurred on your behalf (including amounts from a Code DD is not taxable.
section 125 (cafeteria) plan). Any amount over $5,000 is also included in box 1. EE - Designated Roth contributions under a governmental section 457(b) plan.
Complete Form 2441, Child and Dependent Care Expenses, to compute any This amount does not apply to contributions under a tax-exempt organization
taxable and nontaxable amounts. section 457(b) plan.
Box 12. The following list explains the codes shown in box 12. You may need Box 13. If the “Retirement plan” box is checked, special limits may apply to the
this information to complete your tax return. Elective deferrals (codes D, E, F amount of traditional IRA contributions you may deduct. See Pub. 590-A,
and S) and designated Roth contributions (codes AA, BB and EE) under all Contributions to Individual Retirement Arrangements (IRAs).
plans are generally limited to a total of $19,500 ($13,500 if you only have Box 14. Any amount in box 14 should be coded. The following explains the
SIMPLE plans, $22,500 for section 403(b) plans, if you qualify for the 15-year codes.
rule explained in Pub. 571). However, if you were at least age 50 in 2020, your
C - Taxable reimb for Permanent Change of Station (Incl in Box 1)
employer may have allowed an additional deferral of up to $6,500 ($3,000 for
section 401(k)(11) and 408(p) SIMPLE plans). This additional deferral amount is E - Military TSP Contribution (Tax Exempt)
not subject to the overall limit on elective deferrals. Contact your plan F - TIAA/CREF and Fidelity Retirement Contributions
administrator for more information. Amounts in excess of the overall elective G - Pre-Tax Transportation Equity Act Benefits
deferral limit must be included in income. See the "Wages, Salaries, Tips, etc." H - Home to Work Transportation Fringe Benefits. (Incl in Box 1)
line instructions for Form 1040 or 1040-SR. K - Pretax Vision and Dental Deduction
Note: If a year follows code D through H, S, Y, AA, BB or EE, you made a P - Parking Fringe Benefits/Employer Provided Vehicle. (Incl in Box 1)
make-up pension contribution for a prior year(s) when you were in military
R - Retirement Deductions. (for Civilian Employees who have wages earned in
service. To figure whether you made excess deferrals, consider these amounts
Puerto Rico)
for the year shown, not the current year. If no year is shown, the contributions
are for the current year. Your employer does not use codes G, H, K, V, Y, Z, FF, S - Federal Employee Health Benefit employee deduction for Civilian
GG, HH. Employees who have wages earned in Puerto Rico.
A - Uncollected social security or RRTA tax on tips. Include this tax on Form STT – Oregon Transit Tax
1040 or 1040-SR. See "Other Taxes" in the Forms 1040 and 1040-SR T - Cost of Living Allowance not included in box 1 or 16 for Civilian Employees
instructions. who have COLA included for wages in Alaska, Hawaii, Guam and the Northern
B - Uncollected Medicare tax on tips. Include this tax on Form 1040 or 1040-SR. Mariana Islands, Puerto Rico and the U.S. Virgin Islands
See "Other Taxes" in the Form 1040 and 1040-SR instructions. U - Non-Cash Fringe Benefits (Incl in Box 1)
C - Taxable cost of group-term life insurance over $50,000 (included in boxes 1, V - Pretax FEHB Incentive
3 (up to social security wage base), and 5). X - Occupational Tax/Local Services Tax (CIVILIAN)
D - Elective deferrals to a section 401(k) cash or deferred arrangement. Also Y - Pretax Flexible Spending Accounts (CIVILIAN) Employee Contributions
includes deferrals under a SIMPLE retirement account that is part of a section Z - Retirement Deductions for Massachusetts Residents Only
401(k) arrangement. DX - Sick Leave Wages $511/day limit
E - Elective deferrals under a section 403(b) salary reduction agreement. DY - Sick Leave Wages $200/day limit
F - Elective deferrals under a section 408(k)(6) salary reduction SEP. DZ - Emergency Family Leave Wages
Note: Keep Copy C of Form W-2 for at least 3 years after the due date for filing
J - Nontaxable sick pay (information only, not included in boxes 1, 3, or 5).
your income tax return. However, to help protect your social security
L - Substantiated employee business expense reimbursements (nontaxable). 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.
