OMB No.

1545-0008
c Employer's name, address, and ZIP code 1Wages, tips, other compensation 2 Federal income tax withheld
Citadel Securities Llc
200 South Biscayne Blvd 217581.00 145547.00
Miami FL 33131 3 Social security wages 4 Social security tax withheld
US Phone: 2164350799
102735.25 6369.59
5 Medicare wages and tips 6 Medicare tax withheld

102735.24 1489.66
d Control number 7 Social security tips 8 Allocated tips

0.00 0.00

e Employee's first name and initial Last name Suff. 9 10 Dependent care benefits
LOIS MARIA THOMPSON
0.00
Employee's address and ZIP code 11 Nonqualified plans 12a See Instructions for box 12
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st cloud FL 34769 13 Statutory Retirement Third-party 12b
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b Employer identification number a Employee's social security

(EIN) number
26-1583831 XXX-XX-2544
XXX-XX-2544

15 State Employer's state ID number 16 State wages, tips, 17 State income tax 18 Local wages, tips, 19 Local income tax 20 Locality name
etc. etc.

Form W-2 Wage and Tax Statement

2023
www.tax1099.com -IRS Approved e File Provider

Copy B—To Be Filed With Employee’s FEDERAL Tax Return. Department of the Treasury—Internal Revenue Service
This information is being furnished to the Internal Revenue Service.

Notice to Employee
Do you have to file? Refer to the Instructions for Forms 1040 and 1040-SR to Corrections. If your name, SSN, or address is incorrect, correct
determine if you are required to file a tax return. Even if you don’t have to file a Copies B, C, and 2 and ask your employer to correct your
tax return, you may be eligible for a refund if box 2 shows an amount or if you are employment record. Be sure to ask the employer to file Form W-2c,
eligible for any credit. Corrected Wage and Tax Statement, with the Social Security
Earned income tax credit (EITC). You may be able to take the EITC for 2023 if Administration (SSA) to correct any name, SSN, or money amount
your adjusted gross income (AGI) is less than a certain amount. The amount of error reported to the SSA on Form W-2. Be sure to get your copies
the credit is based on income and family size. Workers without children could of Form W-2c from your employer for all corrections made so you
qualify for a smaller credit. You and any qualifying children must have valid social may file them with your tax return. If your name and SSN are
security numbers (SSNs). You can’t take the EITC if your investment income is correct but aren’t the same as shown on your social security card,
more than the specified amount for 2023 or if income is earned for services you should ask for a new card that displays your correct name at
provided while you were an inmate at a penal institution. For 2023 income limits any SSA office or by calling 800-772-1213. You may also visit the
and more information, visit www.irs.gov/EITC. See also Pub. 596, Earned Income SSA website at www.SSA.gov.
Credit. Any EITC that is more than your tax liability is refunded to you, but Cost of employer-sponsored health coverage (if such cost is
only if you file a tax return. provided by the employer). The reporting in box 12, using code
Employee’s social security number (SSN). For your protection, this form may DD, of the cost of employer-sponsored health coverage is for your
show only the last four digits of your SSN. However, your employer has reported information only. The amount reported with code DD is not
your complete SSN to the IRS and SSA. taxable
Clergy and religious workers. If you aren’t subject to social security and Credit for excess taxes. If you had more than one employer in
Medicare taxes, see Pub. 517, Social Security and Other Information for 2023 and more than $8,853.60 in social security and/or Tier 1
Members of the Clergy and Religious Workers 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 $5,203.80 in
Tier 2 RRTA tax was withheld, you may also be able to claim a
credit. See the Instructions for Forms 1040 and 1040-SR and Pub.
505, Tax Withholding and Estimated Tax. (See also Instructions for
Employee on the back of Copy C.)
 This information is being furnished to the Internal Revenue Service. If
you are required to file a tax return, a negligence penalty or other
OMB No. 1545-0008 sanction may be imposed on you if this income is taxable and you fail to
report it
c Employer's name, address, and ZIP code 1Wages, tips, other compensation 2 Federal income tax withheld
Citadel Securities Llc
200 South Biscayne Blvd 217581.00 145547.00
Miami FL 33131 3 Social security wages 4 Social security tax withheld
US Phone: 2164350799
102735.25 6369.59
5 Medicare wages and tips 6 Medicare tax withheld

102735.24 1489.66
d Control number 7 Social security tips 8 Allocated tips

0.00 0.00
e Employee's first name and initial Last name Suff. 9 10 Dependent care benefits
LOIS MARIA THOMPSON
0.00

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Employee's address and ZIP code 11 Nonqualified plans 12a See Instructions for box 12

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907 Carolina av 0.00 d 0.00

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st cloud FL 34769

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US employee plan sick pay c

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b Employer identification number a Employee's social security
(EIN) number
26-1583831 XXX-XX-2544
XXX-XX-2544

15 State Employer's state ID number 16 State wages, tips, 17 State income tax 18 Local wages, tips, 19 Local income tax 20 Locality name
etc. etc.

Form W-2 Wage and Tax Statement

2023
www.tax1099.com -IRS Approved e File Provider

Copy C—For EMPLOYEE’S RECORDS Department of the Treasury—Internal Revenue Service

Instructions for Employee (See also Notice to Employee on the back of Copy received a distribution in the same calendar year, and you are or will be
B.) age 62 by the end of the calendar year, your employer should file Form
Box 1.Enter this amount on the wages line of your tax return. SSA-131, Employer Report of Special Wage Payments, with the Social
Box 2.Enter this amount on the federal income tax withheld line of your tax return. Security Administration and give you a copy.
Box 5. You may be required to report this amount on Form 8959. See the Form Box 12 The following list explains the codes shown in box 12. You may
1040 instructions to determine if you are required to complete Form 8959. need this information to complete your tax return. Elective deferrals
Box 6. This amount includes the 1.45% Medicare tax withheld on all Medicare (codes D, E, F, and S) and designated Roth contributions (codes AA,
wages and tips shown in box 5, as well as the 0.9% Additional Medicare Tax on BB, and EE) under all plans are generally limited to a total of $23,000
any of those Medicare wages and tips above $200,000 ($16,000 if you only have SIMPLE plans; $26,000 for section 403(b)
Box 8. This amount is not included in box 1, 3, 5, or 7. For information on how to plans if you qualify for the 15-year rule explained in Pub. 571).
report tips on your tax return, see the Form 1040 instructions. Deferrals under code G are limited to $23,000. Deferrals under code H
must file Form 4137 with your income tax return to report at least the allocated are limited to $7,000
tip amount unless you can prove with adequate records that you received a However, if you were at least age 50 in 2023, your employer may have
smaller amount. If you have records that show the actual amount of tips you allowed an additional deferral of up to $7,500 ($3,500 for section 401(k)
received, report that amount even if it is more or less than the allocated tips. Use (11) and 408(p) SIMPLE plans). This additional deferral amount is not
Form 4137 to figure the social security and Medicare tax owed on tips you didn’t subject to the overall limit on elective deferrals. For code G, the limit on
report to your employer. Enter this amount on the wages line of your tax return. elective deferrals may be higher for the last 3 years before you reach
By filing Form 4137, your social security tips will be credited to your social retirement age. Contact your plan administrator for more information.
security record (used to figure your benefits). Amounts in excess of the overall elective deferral limit must be included

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Box 10. This amount includes the total dependent care benefits that your in income. See the Form 1040 instructions.
employer paid to you or incurred on your behalf (including amounts from a section Note: If a year follows code D through H, S, Y, AA, BB, or EE, you

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125 (cafeteria) plan). Any amount over your employer’s plan limit is also included made a make-up pension contribution for a prior year(s) when you

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in box 1. See Form 2441. were in military service. To figure whether you made excess deferrals,

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Box 11. This amount is (a) reported in box 1 if it is a distribution made to you from consider these amounts for the year shown, not the current year. If no

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a nonqualified deferred compensation or nongovernmental section 457(b) plan, or year is shown, the contributions are for the current year

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(b) included in box 3 and/or box 5 if it is a prior year deferral under a nonqualified A—Uncollected social security or RRTA tax on tips. Include this tax on

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or section 457(b) plan that became taxable for social security and Medicare taxes Form 1040 or 1040-SR. See the Form 1040 instructions.
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this year because there is no longer a substantial risk of forfeiture of your right to B— Uncollected Medicare tax on tips. Include this tax on Form 1040 or
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the deferred amount. This box shouldn’t be used if you had a deferral and a 1040-SR. See the Form 1040 instructions.
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distribution in the same calendar year. If you made a deferral and C— Taxable cost of group-term life insurance over $50,000 (included in
D

boxes 1, 3 (up to the 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.
(continued on back of Copy 2)
 OMB No. 1545-0008
c Employer's name, address, and ZIP code 1Wages, tips, other compensation 2 Federal income tax withheld
Citadel Securities Llc
200 South Biscayne Blvd 217581.00 145547.00
Miami FL 33131 3 Social security wages 4 Social security tax withheld
US Phone: 2164350799
102735.25 6369.59
5 Medicare wages and tips 6 Medicare tax withheld

102735.24 1489.66
d Control number 7 Social security tips 8 Allocated tips

0.00 0.00
e Employee's first name and initial Last name Suff. 9 10 Dependent care benefits
LOIS MARIA THOMPSON
0.00

S
Employee's address and ZIP code 11 Nonqualified plans 12a See Instructions for box 12

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907 Carolina av 0.00 d 0.00

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st cloud FL 34769

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13 Statutory Retirement Third-party 12b
US employee plan sick pay c

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b Employer identification number a Employee's social security
(EIN) number
26-1583831 XXX-XX-2544
XXX-XX-2544

15 State Employer's state ID number 16 State wages, tips, 17 State income tax 18 Local wages, tips, 19 Local income tax 20 Locality name
etc. etc.

Form W-2 Wage and Tax Statement

2023
www.tax1099.com -IRS Approved e File Provider

Copy 2—To Be Filed With Employee’s State, Department of the Treasury—Internal Revenue Service
City, or Local Income Tax Return
Instructions for Employee (continued from back of Copy C) Y— Deferrals under a section 409A nonqualified deferred
Box 12 (continued) compensation plan
F— Elective deferrals under a section 408(k)(6) salary reduction SEP Z— Income under a nonqualified deferred compensation
G— Elective deferrals and employer contributions (including plan that fails to satisfy section 409A. This amount is also
nonelective deferrals) to a section 457(b) deferred compensation plan included in box 1. It is subject to an additional 20% tax plus
H— Elective deferrals to a section 501(c)(18)(D) tax-exempt interest. See the Instructions for Forms 1040 and 1040-SR.
organization plan. See the Instructions for Forms 1040 and 1040-SR AA— Designated Roth contributions under a section 401(k)
for how to deduct. plan
J— Nontaxable sick pay (information only, not included in box 1, 3, or BB— Designated Roth contributions under a section 403(b)
5) plan
K— 20% excise tax on excess golden parachute payments. See the DD— Cost of employer-sponsored health coverage. The
Instructions for Forms 1040 and 1040-SR. amount reported with code DD is not taxable.
L— Substantiated employee business expense reimbursements EE— Designated Roth contributions under a governmental
(nontaxable) section 457(b) plan. This amount does not apply to
M— Uncollected social security or RRTA tax on taxable cost of contributions under a taxexempt organization section 457(b)
groupterm life insurance over $50,000 (former employees only). See plan.

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the Instructions for Forms 1040 and 1040-SR. FF— Permitted benefits under a qualified small employer

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N— Uncollected Medicare tax on taxable cost of group-term life health reimbursement arrangement

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insurance over $50,000 (former employees only). See the Instructions GG— Income from qualified equity grants under section 83(i)

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for Forms 1040 and 1040-SR. HH— Aggregate deferrals under section 83(i) elections as of

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P— Excludable moving expense reimbursements paid directly to a the close of the calendar year

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member of the U.S. Armed Forces (not included in box 1, 3, or 5) Box 13. If the “Retirement plan” box is checked, special

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Q— Nontaxable combat pay. See the Instructions for Forms 1040 and limits may apply to the amount of traditional IRA contributions

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1040-SR for details on reporting this amount. ot you may deduct. See Pub. 590-A, Contributions to Individual
R— Employer contributions to your Archer MSA. Report on Form Retirement Arrangements (IRAs).
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8853, Archer MSAs and Long-Term Care Insurance Contracts. Box 14. Employers may use this box to report information
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S— Employee salary reduction contributions under a section 408(p) such as state disability insurance taxes withheld, union dues,
SIMPLE plan (not included in box 1) uniform payments, health insurance premiums deducted,
T— Adoption benefits (not included in box 1). Complete Form 8839, nontaxable income, educational assistance payments, or a
Qualified Adoption Expenses, to figure any taxable and nontaxable member of the clergy’s parsonage allowance and utilities.
amounts. Railroad employers use this box to report railroad retirement
V— Income from exercise of nonstatutory stock option(s) (included in (RRTA) compensation, Tier 1 tax, Tier 2 tax, Medicare tax,
boxes 1, 3 (up to the social security wage base), and 5). See Pub. and Additional Medicare Tax. Include tips reported by the
525, Taxable and Nontaxable Income, for reporting requirements. employee to the employer in railroad retirement (RRTA)
W— Employer contributions (including amounts the employee elected compensation.
to contribute using a section 125 (cafeteria) plan) to your health Note: Keep Copy C of Form W-2 for at least 3 years after the
savings account. Report on Form 8889, Health Savings Accounts due date for filing your income tax return. However, to help
(HSAs). 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.