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Summary of W-2 Statements IT-2 - E-file Your Income Tax ...

102001160094N YN YIT-2 Department of Taxation and FinanceSummary of W-2 StatementsNew York State New York City YonkersBox b (PSOR\HU LGHQWL FDWLRQ QXPEHU (,1 Box b (PSOR\HU LGHQWL FDWLRQ QXPEHU (,1 Box 12a $PRXQW &RGH .00 Box 12b $PRXQW &RGH .00 Box 12c $PRXQW &RGH .00 Box 12d $PRXQW &RGH .00 Box 12a $PRXQW &RGH .00 Box 12b $PRXQW &RGH .00 Box 12c $PRXQW &RGH .00 Box 12d $PRXQW &RGH .00 Box 1 Wages, tips, other compensation .00 Box 8 Allocated tips .00 Box 10 'HSHQGHQW FDUH EHQH WV .00 Box 11 1 RQTXDOL HG SODQV.))))

Summary of W-2 Statements New York State • New York City • Yonkers Box b (PSOR\HU LGHQWL¿FDWLRQ QXPEHU ... D WKH 1<6 ZLWKKROGLQJ ODEHOHG DV State income tax on federal )RUP : ,I \RX KDYH QR 1HZ <RUN 6WDWH ZDJHV RU ZLWKKROGLQJ ... 2016:Summary of Federal Form W-2 Statements:IT2 Author: t40192

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Transcription of Summary of W-2 Statements IT-2 - E-file Your Income Tax ...

1 102001160094N YN YIT-2 Department of Taxation and FinanceSummary of W-2 StatementsNew York State New York City YonkersBox b (PSOR\HU LGHQWL FDWLRQ QXPEHU (,1 Box b (PSOR\HU LGHQWL FDWLRQ QXPEHU (,1 Box 12a $PRXQW &RGH .00 Box 12b $PRXQW &RGH .00 Box 12c $PRXQW &RGH .00 Box 12d $PRXQW &RGH .00 Box 12a $PRXQW &RGH .00 Box 12b $PRXQW &RGH .00 Box 12c $PRXQW &RGH .00 Box 12d $PRXQW &RGH .00 Box 1 Wages, tips, other compensation .00 Box 8 Allocated tips .00 Box 10 'HSHQGHQW FDUH EHQH WV .00 Box 11 1 RQTXDOL HG SODQV.))))

2 00 Box 1 Wages, tips, other compensation .00 Box 8 Allocated tips .00 Box 10 'HSHQGHQW FDUH EHQH WV .00 Box 11 1 RQTXDOL HG SODQV .00W-2 Record 1W-2 Record 2 Employer s nameEmployer s nameBox c Employer s informationBox c Employer s informationEmployer s address (number and street)Employer s address (number and street)&LW\ 6 WDWH =,3 FRGH &RXQWU\ (if not United states )&LW\ 6 WDWH =,3 FRGH &RXQWU\ (if not United states )Do not detach or separate WKH : 5 HFRUGV EHORZ )LOH )RUP ,7 DV DQ HQWLUH SDJH ZLWK \RXU UHWXUQ 6HH LQVWUXFWLRQV RQ WKH EDFN Box a Employee s VRFLDO VHFXULW\ QXPEHU for this W-2 RecordBox a Employee s VRFLDO VHFXULW\ QXPEHU for this W-2 RecordBox 16b 2 WKHU VWDWH ZDJHV WLSV HWF Box 17b 2 WKHU VWDWH LQFRPH WD[ ZLWKKHOG.]

3 00 .00 Box 16b 2 WKHU VWDWH ZDJHV WLSV HWF Box 17b 2 WKHU VWDWH LQFRPH WD[ ZLWKKHOG .00 .00 Box 14a $PRXQW 'HVFULSWLRQ .00 Box 14b $PRXQW 'HVFULSWLRQ .00 Box 14c $PRXQW 'HVFULSWLRQ .00 Box 14d $PRXQW 'HVFULSWLRQ .00 Box 14a $PRXQW 'HVFULSWLRQ .00 Box 14b $PRXQW 'HVFULSWLRQ .00 Box 14c $PRXQW 'HVFULSWLRQ .00 Box 14d $PRXQW 'HVFULSWLRQ .00 Box 16a 1<6 ZDJHV WLSV HWF Box 17a 1<6 LQFRPH WD[ ZLWKKHOG .00 .00 Box 16a 1<6 ZDJHV WLSV HWF Box 17a 1<6 LQFRPH WD[ ZLWKKHOG .00 .00NY 6 WDWH LQIRUPDWLRQ NY 6 WDWH LQIRUPDWLRQ Other VWDWH LQIRUPDWLRQ Other VWDWH LQIRUPDWLRQ NYC and Yonkersinformation (see instr.)]]]

4 NYC and Yonkersinformation (see instr.) Do not 15a1< 6 WDWHBox 15a1< 6 WDWHBox 15bother stateBox 15bother state Box 18 /RFDO ZDJHV WLSV HWF Box 19 /RFDO LQFRPH WD[ ZLWKKHOG Box 20 Locality name Locality a .00 Locality a .00 Locality a /RFDOLW\ E .00 /RFDOLW\ E .00 /RFDOLW\ E Box 18 /RFDO ZDJHV WLSV HWF Box 19 /RFDO LQFRPH WD[ ZLWKKHOG Box 20 Locality name Locality a.]]

5 00 Locality a .00 Locality a /RFDOLW\ E .00 /RFDOLW\ E .00 /RFDOLW\ E&RUUHFWHG : F &RUUHFWHG : F Box 13 6 WDWXWRU\ HPSOR\HHBox 13 6 WDWXWRU\ HPSOR\HHRetirement planRetirement plan7 KLUG SDUW\ VLFN SD\7 KLUG SDUW\ VLFN SD\102002160094IT-2 EDFN General instructions:KR PXVW OH WKLV IRUP <RX PXVW FRPSOHWH )RUP ,7 Summary of W-2 Statements LI \RX OH D 1HZ <RUN 6 WDWH 1<6 LQFRPH WD[ UHWXUQ DQG \RX UHFHLYHG IHGHUDO )RUP V : Wage and Tax Statement &RPSOHWH RQH W-2 Record section for each federal )RUP : \RX DQG LI OLQJ MRLQWO\ \RXU VSRXVH UHFHLYHG HYHQ LI \RXU IHGHUDO )RUP.]

6 GRHV QRW VKRZ DQ\ 1<6 1HZ <RUN &LW\ 1<& RU <RQNHUV ZDJHV RU WD[ ZLWKKHOG ,I \RX UHFHLYHG IRUHLJQ HDUQHG LQFRPH EXW GLG QRW UHFHLYH D IHGHUDO )RUP : \RX PXVW DOVR FRPSOHWH )RUP ,7 Foreign earned Income LQFOXGHV EXW LV QRW OLPLWHG WR VDODULHV ZDJHV FRPPLVVLRQV ERQXVHV SURIHVVLRQDO IHHV FHUWDLQ QRQFDVK LQFRPH DQG DOORZDQFHV RU UHLPEXUVHPHQWV 6 SHFL F LQVWUXFWLRQV+RZ WR FRPSOHWH HDFK : 5 HFRUG HDFK ER[ LQ WKH W-2 Record FRUUHVSRQGV WR D VLPLODUO\ QDPHG RU QXPEHUHG ER[ RU DUHD RQ IHGHUDO )RUP : (QWHU WKH DPRXQW FRGH RU GHVFULSWLRQ SURYLGHG RQ \RXU IHGHUDO )RUP : LQ WKH FRUUHVSRQGLQJ ER[HV LQ WKH W-2 Record (QWHU RQO\ WKH LQIRUPDWLRQ UHTXHVWHG RQ )RUP ,7 &RPSOHWH DGGLWLRQDO )RUPV ,7 LI QHFHVVDU\ 0 XOWLSOH : 5 HFRUGV IRU RQH IHGHUDO )RUP : ,I \RXU IHGHUDO )RUP : VKRZV PRUH WKDQ IRXU LWHPV LQ ER[ RU ER[ FRPSOHWH DQ DGGLWLRQDO : 5 HFRUG )LOO LQ ER[HV a, b, and c ZLWK WKH VDPH LQIRUPDWLRQ DV RQ WKH UVW W-2 Record for the same federal )RUP.]]]]]]]

7 7 KHQ HQWHU WKH DGGLWLRQDO LWHPV LQ ER[ RU ER[ 'R QRW OO LQ DGGLWLRQDO W-2 Records WR UHSRUW ZLWKKROGLQJ E\ PRUH WKDQ RQH RWKHU VWDWH IRU WKH VDPH ZDJHV (QWHULQJ ZKROH GROODU DPRXQWV :KHQ HQWHULQJ DPRXQWV HQWHU whole dollar amounts only ]HURV KDYH EHHQ SUHSULQWHG 8VH WKH IROORZLQJ URXQGLQJ UXOHV ZKHQ HQWHULQJ \RXU DPRXQWV GURS DPRXQWV EHORZ FHQWV DQG LQFUHDVH DPRXQWV IURP WR FHQWV WR WKH QH[W GROODU )RU H[DPSOH EHFRPHV DQG EHFRPHV (QWHU LQ ER[ a \RXU HQWLUH GLJLW 661 RU \RXU VSRXVH V 661 GHSHQGLQJ RQ ZKRVH IHGHUDO )RUP : LW LV (QWHU LQ ER[HV b and c WKH (,1 DQG HPSOR\HU V QDPH DQG DGGUHVV LQFOXGLQJ =,3 FRGH DV WKH\ DSSHDU RQ WKH IHGHUDO )RUP.)]]]]]

8 LOHUV ZLWK IRUHLJQ HDUQHG LQFRPH LI WKH HPSOR\HU V LGHQWL FDWLRQ QXPEHU H[FHHGV WKH VSDFH DOORZHG OHDYH ER[ b EODQN %R[ (QWHU IHGHUDO ZDJHV WLSV DQG RWKHU FRPSHQVDWLRQ VKRZQ LQ %R[ RI IHGHUDO )RUP : %R[HV DQG ,I DSSOLFDEOH HQWHU WKH DPRXQWV IURP IHGHUDO )RUP : IRU DOORFDWHG WLSV GHSHQGHQW FDUH EHQH WV DQG QRQTXDOL HG SODQV %R[HV D WKURXJK G (QWHU WKH DPRXQW V DQG FRGH V LI DQ\ VKRZQ LQ WKH FRUUHVSRQGLQJ ER[HV RQ IHGHUDO )RUP : VXFK as code J, nontaxable sick pay, or code AA, designated Roth contributions under a section 401(k) plan HWF ,I WKHUH DUH PRUH WKDQ IRXU FRGHG DPRXQWV VHH Multiple W-2 Records for one federal Form W-2 DERYH %R[ ,I \RXU IHGHUDO )RUP : KDV D FKHFN PDUN LQ DQ\ RI WKH IROORZLQJ ER[HV Statutory employee, Retirement plan, or Third-party sick pay PDUN DQ X LQ WKH FRUUHVSRQGLQJ ER[ RI WKH W-2 Record 2 WKHUZLVH OHDYH EODQN &RUUHFWHG.]]]]]]]]]]

9 F ER[ 0 DUN DQ X LQ WKLV ER[ LI WKH W-2 Record is for a federal Form W-2c, Corrected Wage and Tax Statement Enter the corrected information from the W-2c in addition to all other UHTXHVWHG LQIRUPDWLRQ IURP \RXU IHGHUDO )RUP : Instructions%R[HV D WKURXJK G (QWHU WKH DPRXQW V DQG GHVFULSWLRQ V LI DQ\ VKRZQ LQ ER[ RI IHGHUDO )RUP : VXFK DV K RU ,5& FRQWULEXWLRQV XQLRQ GXHV RU XQLIRUP DOORZDQFHV HWF ,I WKHUH DUH PRUH WKDQ IRXU DPRXQWV DQG GHVFULSWLRQV VHH Multiple W-2 Records for one federal Form W-2 DERYH %R[HV D WKURXJK D 1<6 RQO\ &RPSOHWH only for New York State ZDJH DQG ZLWKKROGLQJ LQIRUPDWLRQ WKH FRUUHVSRQGLQJ ER[ D KDV EHHQ SUH OOHG ZLWK NY) (QWHU LQ ER[ D WKH 1HZ <RUN 6 WDWH ZDJHV H[DFWO\ DV UHSRUWHG RQ IHGHUDO )RUP : (QWHU LQ ER[ D WKH 1<6 ZLWKKROGLQJ ODEHOHG DV State Income tax on federal )RUP.]]]]]]]]]

10 ,I \RX KDYH QR 1HZ <RUN 6 WDWH ZDJHV RU ZLWKKROGLQJ OHDYH ER[HV D DQG D EODQN %R[HV E WKURXJK E 2 WKHU VWDWH LQIRUPDWLRQ ,I WKH IHGHUDO )RUP : KDV ZDJHV DQG ZLWKKROGLQJ IRU D VWDWH RWKHU WKDQ 1HZ <RUN FRPSOHWH ER[HV E E DQG E ZLWK WKH FRUUHVSRQGLQJ : ER[ LQIRUPDWLRQ IRU WKH RWKHU VWDWH LQIRUPDWLRQ only %R[HV WKURXJK 1<& RU <RQNHUV RQO\ &RPSOHWH WKH ORFDOLW\ ER[HV WKURXJK RQO\ IRU 1<& RU <RQNHUV RU ERWK ZDJHV DQG ZLWKKROGLQJ LI UHSRUWHG RQ IHGHUDO )RUP : 'R QRW HQWHU ORFDOLW\ LQIRUPDWLRQ IURP DQ\ RWKHU VWDWH ,I DSSOLFDEOH HQWHU in the Locality a ER[HV WKH ORFDO ZDJHV LQFRPH WD[ DQG ORFDOLW\ QDPH ZULWH NYC IRU 1HZ <RUN &LW\ RU Yonkers IRU <RQNHUV IURP )RUP.]]]]]]]]


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