Page 2 - Pressure Seal Tax Catalog

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5-1/2”
2024 Instructions for Employee 5-1/2” Future developments. For the latest information about Instructions for Employee (See also Notice to
Employee on the back of Copy B.)
Instructions for Employee (See also Notice to Copy 2 - To Be Filed With Employee’s Box 12 (continued) T—Adoption benefits (not included in box 1). Complete enacted after it was published, go to Box 1. Enter this amount on the wages line of your tax
(continued from back of Copy B)
developments related to Form W-2, such as legislation
www.irs.gov/FormW2.
State, City, or Local Income Tax Return.
return.
Form 8839 to figure any taxable and nontaxable
Notice to Employee
Box 2. Enter this amount on the federal income tax with-
However, if you were at least age 50 in 2024, your
Employee on the back of Copy B.)
amounts.
employer may have allowed an additional deferral of up to
held line of your tax return.
Future developments. For the latest information about Box 1. Enter this amount on the wages line of your tax 2024 $7,500 ($3,500 for section 401(k)(11) and 408(p) SIMPLE V—Income from exercise of nonstatutory stock option(s) Do you have to file? Refer to the Form 1040 instructions Box 5. You may be required to report this amount on Form 11” Z-Fold Multi-Purpose
TXE W2-CNB
Box 2. Enter this amount on the federal income tax with-
8959. See the Form 1040 instructions to determine if you
developments related to Form W-2, such as legislation
to determine if you are required to file a tax return. Even if
(included in boxes 1, 3 (up to the social security wage
Copy 2 - To Be Filed With Employee’s
Box 5. You may be required to report this amount on Form
base), and 5). See Pub. 525 for reporting requirements.
plans). This additional deferral amount is not subject to the
are required to complete Form 8959.
you don’t have to file a tax return, you may be eligible for
overall limit on elective deferrals. For code G, the limit on
return.
held line of your tax return.
W—Employer contributions (including amounts the
elective deferrals may be higher for the last 3 years before
enacted after it was published, go to
a refund if box 2 shows an amount or if you are eligible for
8959. See the Form 1040 instructions to determine if you
Box 6. This amount includes the 1.45% Medicare tax with-
State, City, or Local Income Tax Return.
held on all Medicare wages and tips shown in box 5, as
any credit.
employee elected to contribute using a section 125
you reach retirement age. Contact your plan administrator
(cafeteria) plan) to your health savings account. Report
well as the 0.9% Additional Medicare Tax on any of those
Do you have to file? Refer to the Form 1040 instructions
on Form 8889.
held on all Medicare wages and tips shown in box 5, as
are required to complete Form 8959.
Earned income tax credit (EITC). You may be able to
for more information. Amounts in excess of the overall
Notice to Employee
to determine if you are required to file a tax return. Even if
Box 8. This amount is not included in box 1, 3, 5, or 7. For
T—Adoption benefits (not included in box 1). Complete www.irs.gov/FormW2. Box 6. This amount includes the 1.45% Medicare tax with- elective deferral limit must be included in income. See the Y—Deferrals under a section 409A nonqualified deferred take the EITC for 2024 if your adjusted gross income (AGI) Medicare wages and tips above $200,000. ALSO AVAILABLE IN
Form 1040 instructions.
well as the 0.9% Additional Medicare Tax on any of those
information on how to report tips on your tax return, see
is less than a certain amount. The amount of the credit is
you don’t have to file a tax return, you may be eligible for
Note: If a year follows code D through H, S, Y, AA, BB, or
compensation plan
based on income and family size. Workers without chil-
Z—Income under a nonqualified deferred compensation
Form 8839 to figure any taxable and nontaxable
Medicare wages and tips above $200,000.
dren could qualify for a smaller credit. You and any quali-
information on how to report tips on your tax return, see
EE, you made a make-up pension contribution for a prior
the Form 1040 instructions.
plan that fails to satisfy section 409A. This amount is
You must file Form 4137 with your income tax return to
Instructions for Employee V—Income from exercise of nonstatutory stock option(s) a refund if box 2 shows an amount or if you are eligible for Box 8. This amount is not included in box 1, 3, 5, or 7. For whether you made excess deferrals, consider these also included in box 1. It is subject to an additional 20% fying children must have valid social security numbers report at least the allocated tip amount unless you can
year(s) when you were in military service. To figure
Blank
(included in boxes 1, 3 (up to the social security wage
(continued from back of Copy B)
You must file Form 4137 with your income tax return to
(SSNs). You can’t take the EITC if your investment income
tax plus interest. See the Form 1040 instructions.
prove with adequate records that you received a smaller
Earned income tax credit (EITC). You may be able to
amounts for the year shown, not the current year. If no
report at least the allocated tip amount unless you can
is more than the specified amount for 2024 or if income is
AA—Designated Roth contributions under a section
amounts.
year is shown, the contributions are for the current year.
401(k) plan
W—Employer contributions (including amounts the
amount. If you have records that show the actual amount
any credit.
prove with adequate records that you received a smaller
However, if you were at least age 50 in 2024, your
is less than a certain amount. The amount of the credit is
based on income and family size. Workers without chil-
Box 12 (continued) base), and 5). See Pub. 525 for reporting requirements. take the EITC for 2024 if your adjusted gross income (AGI) the Form 1040 instructions. FOLD, CREASE AND TEAR ALONG PERFORATION REMOVE THESE EDGES FIRST TXE W2-CNP REMOVE THESE EDGES FIRST FOLD, CREASE AND TEAR ALONG PERFORATION A—Uncollected social security or RRTA tax on tips. BB—Designated Roth contributions under a section earned for services provided while you were an inmate at of tips you received, report that amount even if it is more FOLD, CREASE AND TEAR ALONG PERFORATION REMOVE THESE EDGES FIRST 55414 2-WIDE FORMAT Block Out on Backer - Simplex
employee elected to contribute using a section 125
employer may have allowed an additional deferral of up to
$7,500 ($3,500 for section 401(k)(11) and 408(p) SIMPLE
amount. If you have records that show the actual amount
or less than the allocated tips. Use Form 4137 to figure the
a penal institution. For 2024 income limits and more infor-
(cafeteria) plan) to your health savings account. Report
Include this tax on Form 1040 or 1040-SR. See the Form
mation, visit www.irs.gov/EITC. See also Pub. 596. Any
403(b) plan
of tips you received, report that amount even if it is more
plans). This additional deferral amount is not subject to the
social security and Medicare tax owed on tips you didn’t
dren could qualify for a smaller credit. You and any quali-
1040 instructions.
Y—Deferrals under a section 409A nonqualified deferred
fying children must have valid social security numbers
DD—Cost of employer-sponsored health coverage. The
or less than the allocated tips. Use Form 4137 to figure the
overall limit on elective deferrals. For code G, the limit on
report to your employer. Enter this amount on the wages
social security and Medicare tax owed on tips you didn’t
elective deferrals may be higher for the last 3 years before
EITC that is more than your tax liability is refunded to
amount reported with code DD is not taxable.
B—Uncollected Medicare tax on tips. Include this tax on
(SSNs). You can’t take the EITC if your investment income
Form 1040 or 1040-SR. See the Form 1040 instructions.
EE—Designated Roth contributions under a governmen-
you, but only if you file a tax return.
line of your tax return. By filing Form 4137, your social
is more than the specified amount for 2024 or if income is
report to your employer. Enter this amount on the wages
you reach retirement age. Contact your plan administrator
security tips will be credited to your social security record
on Form 8889.
Z—Income under a nonqualified deferred compensation
C—Taxable cost of group-term life insurance over $50,000
earned for services provided while you were an inmate at
for more information. Amounts in excess of the overall
plan that fails to satisfy section 409A. This amount is
tal section 457(b) plan. This amount does not apply to
line of your tax return. By filing Form 4137, your social
Employee’s social security number (SSN). For your pro-
(included in boxes 1, 3 (up to the social security wage
a penal institution. For 2024 income limits and more infor-
also included in box 1. It is subject to an additional 20%
compensation plan
base), and 5)
elective deferral limit must be included in income. See the
tection, this form may show only the last four digits of
(used to figure your benefits).
security tips will be credited to your social security record
contributions under a tax-exempt organization section
your SSN. However, your employer has reported your
Box 10. This amount includes the total dependent care
457(b) plan.
mation, visit www.irs.gov/EITC. See also Pub. 596. Any
benefits that your employer paid to you or incurred on
FF—Permitted benefits under a qualified small employer
tax plus interest. See the Form 1040 instructions.
D—Elective deferrals to a section 401(k) cash or deferred
arrangement. Also includes deferrals under a SIMPLE
complete SSN to the IRS and the Social Security
your behalf (including amounts from a section 125 (cafe-
AA—Designated Roth contributions under a section
Box 10. This amount includes the total dependent care
EITC that is more than your tax liability is refunded to
Note: If a year follows code D through H, S, Y, AA, BB, or
Form 1040 instructions.
health reimbursement arrangement
benefits that your employer paid to you or incurred on
EE, you made a make-up pension contribution for a prior
retirement account that is part of a section 401(k) arrange-
(used to figure your benefits).
Administration (SSA).
your behalf (including amounts from a section 125 (cafe-
teria) plan). Any amount over your employer’s plan limit
ment.
GG—Income from qualified equity grants under section
Employee’s social security number (SSN). For your pro-
83(i)
teria) plan). Any amount over your employer’s plan limit
BB—Designated Roth contributions under a section
Clergy and religious workers. If you aren’t subject to
year(s) when you were in military service. To figure
is also included in box 1. See Form 2441.
you, but only if you file a tax return.
social security and Medicare taxes, see Pub. 517.
E—Elective deferrals under a section 403(b) salary reduc-
Box 11. This amount is (a) reported in box 1 if it is a distri-
whether you made excess deferrals, consider these
HH—Aggregate deferrals under section 83(i) elections as
tection, this form may show only the last four digits of
amounts for the year shown, not the current year. If no
tion agreement
DD—Cost of employer-sponsored health coverage. The
bution made to you from a nonqualified deferred compen-
401(k) plan
of the close of the calendar year
your SSN. However, your employer has reported your
is also included in box 1. See Form 2441.
year is shown, the contributions are for the current year.
Corrections. If your name, SSN, or address is incorrect,
F—Elective deferrals under a section 408(k)(6) salary
Box 11. This amount is (a) reported in box 1 if it is a distri-
complete SSN to the IRS and the Social Security
A—Uncollected social security or RRTA tax on tips.
sation or nongovernmental section 457(b) plan, or (b)
403(b) plan
reduction SEP
EE—Designated Roth contributions under a governmen-
amount reported with code DD is not taxable.
II—Medicaid waiver payments excluded from gross
bution made to you from a nonqualified deferred compen-
correct Copies B, C, and 2 and ask your employer to cor-
included in box 3 and/or box 5 if it is a prior year deferral
income under Notice 2014-7.
Include this tax on Form 1040 or 1040-SR. See the Form
sation or nongovernmental section 457(b) plan, or (b)
Box 13. If the “Retirement plan” box is checked, special
tal section 457(b) plan. This amount does not apply to
under a nonqualified or section 457(b) plan that became
G—Elective deferrals and employer contributions (includ-
rect your employment record. Be sure to ask the employer
to file Form W-2c, Corrected Wage and Tax Statement,
taxable for social security and Medicare taxes this year
ing nonelective deferrals) to a section 457(b) deferred
under a nonqualified or section 457(b) plan that became
compensation plan
Administration (SSA).
limits may apply to the amount of traditional IRA contri-
with the SSA to correct any name, SSN, or money amount
B—Uncollected Medicare tax on tips. Include this tax on
taxable for social security and Medicare taxes this year
Form 1040 or 1040-SR. See the Form 1040 instructions.
FF—Permitted benefits under a qualified small employer
social security and Medicare taxes, see Pub. 517.
C—Taxable cost of group-term life insurance over $50,000
your right to the deferred amount. This box shouldn’t be
Box 14. Employers may use this box to report informa-
because there is no longer a substantial risk of forfeiture of
Corrections. If your name, SSN, or address is incorrect,
tion such as state disability insurance taxes withheld,
your copies of Form W-2c from your employer for all cor-
organization plan. See the Form 1040 instructions for how
correct Copies B, C, and 2 and ask your employer to cor-
used if you had a deferral and a distribution in the same
to deduct.
rections made so you may file them with your tax return. If
calendar year. If you made a deferral and received a distri-
(included in boxes 1, 3 (up to the social security wage
FOLD, CREASE AND TEAR ALONG PERFORATION
457(b) plan.
GG—Income from qualified equity grants under section
rect your employment record. Be sure to ask the employer
health reimbursement arrangement
your right to the deferred amount. This box shouldn’t be
used if you had a deferral and a distribution in the same
union dues, uniform payments, health insurance premi-
J—Nontaxable sick pay (information only, not included in
bution in the same calendar year, and you are or will be
D—Elective deferrals to a section 401(k) cash or deferred
box 1, 3, or 5)
ums deducted, nontaxable income, educational assis-
calendar year. If you made a deferral and received a distri-
to file Form W-2c, Corrected Wage and Tax Statement,
HH—Aggregate deferrals under section 83(i) elections as
your name and SSN are correct but aren’t the same as
shown on your social security card, you should ask for a
age 62 by the end of the calendar year, your employer
tance payments, or a member of the clergy’s parsonage
with the SSA to correct any name, SSN, or money amount
arrangement. Also includes deferrals under a SIMPLE
bution in the same calendar year, and you are or will be
base), and 5)
retirement account that is part of a section 401(k) arrange-
should file Form SSA-131, Employer Report of Special
new card that displays your correct name at any SSA
K—20% excise tax on excess golden parachute pay-
allowance and utilities. Railroad employers use this box
age 62 by the end of the calendar year, your employer
error reported to the SSA on Form W-2. Be sure to get
II—Medicaid waiver payments excluded from gross
83(i)
ments. See the Form 1040 instructions.
of the close of the calendar year
office or by calling 800-772-1213. You may also visit the
your copies of Form W-2c from your employer for all cor-
should file Form SSA-131, Employer Report of Special
Wage Payments, with the Social Security Administration
to report railroad retirement (RRTA) compensation, Tier 1
L—Substantiated employee business expense reimburse-
2-WIDE
REMOVE THESE EDGES FIRST 1040 instructions. J—Nontaxable sick pay (information only, not included in contributions under a tax-exempt organization section Clergy and religious workers. If you aren’t subject to included in box 3 and/or box 5 if it is a prior year deferral COPY B COPY C 4 H—Elective deferrals to a section 501(c)(18)(D) tax-exempt butions you may deduct. See Pub. 590-A. error reported to the SSA on Form W-2. Be sure to get because there is no longer a substantial risk of forfeiture of PSE-Z-BLANK-POP 17X14 TXE Z-BLANK-POP-2W - 17” x 11”
E—Elective deferrals under a section 403(b) salary reduc-
and give you a copy.
Wage Payments, with the Social Security Administration
ments (nontaxable)
SSA website at www.SSA.gov.
tax, Tier 2 tax, Medicare tax, and Additional Medicare
Box 13. If the “Retirement plan” box is checked, special
rections made so you may file them with your tax return. If
income under Notice 2014-7.
limits may apply to the amount of traditional IRA contri-
Tax. Include tips reported by the employee to the
Box 12. The following list explains the codes shown in box
M—Uncollected social security or RRTA tax on taxable
Box 12. The following list explains the codes shown in box
Cost of employer-sponsored health coverage (if such
employer in railroad retirement (RRTA) compensation.
12. You may need this information to complete your tax
your name and SSN are correct but aren’t the same as
ment.
cost is provided by the employer). The reporting in box
shown on your social security card, you should ask for a
cost of group-term life insurance over $50,000 (former
F—Elective deferrals under a section 408(k)(6) salary
Note: Keep Copy C of Form W-2 for at least 3 years
new card that displays your correct name at any SSA
employees only). See the Form 1040 instructions.
return. Elective deferrals (codes D, E, F, and S) and desig-
butions you may deduct. See Pub. 590-A.
12. You may need this information to complete your tax
12, using code DD, of the cost of employer-sponsored
and give you a copy.
Box 14. Employers may use this box to report informa-
tion agreement
G—Elective deferrals and employer contributions (includ-
nated Roth contributions (codes AA, BB, and EE) under all
after the due date for filing your income tax return.
office or by calling 800-772-1213. You may also visit the
N—Uncollected Medicare tax on taxable cost of group-
tion such as state disability insurance taxes withheld,
return. Elective deferrals (codes D, E, F, and S) and desig-
However, to help protect your social security benefits,
plans are generally limited to a total of $23,000 ($16,000 if
nated Roth contributions (codes AA, BB, and EE) under all
ing nonelective deferrals) to a section 457(b) deferred
union dues, uniform payments, health insurance premi-
health coverage is for your information only. The amount
reported with code DD is not taxable.
you only have SIMPLE plans; $26,000 for section 403(b)
term life insurance over $50,000 (former employees only).
plans are generally limited to a total of $23,000 ($16,000 if
keep Copy C until you begin receiving social security
ums deducted, nontaxable income, educational assis-
reduction SEP
benefits, just in case there is a question about your work
See the Form 1040 instructions.
Cost of employer-sponsored health coverage (if such
H—Elective deferrals to a section 501(c)(18)(D) tax-exempt
tance payments, or a member of the clergy’s parsonage
SSA website at www.SSA.gov.
plans if you qualify for the 15-year rule explained in Pub.
P—Excludable moving expense reimbursements paid
organization plan. See the Form 1040 instructions for how
Credit for excess taxes. If you had more than one
you only have SIMPLE plans; $26,000 for section 403(b)
571). Deferrals under code G are limited to $23,000.
employer in 2024 and more than $10,453.20 in social
record and/or earnings in a particular year.
directly to a member of the U.S. Armed Forces (not
allowance and utilities. Railroad employers use this box
compensation plan
plans if you qualify for the 15-year rule explained in Pub.
cost is provided by the employer). The reporting in box
12, using code DD, of the cost of employer-sponsored
Deferrals under code H are limited to $7,000.
included in box 1, 3, or 5)
to report railroad retirement (RRTA) compensation, Tier 1
security and/or Tier 1 railroad retirement (RRTA) taxes
571). Deferrals under code G are limited to $23,000.
tax, Tier 2 tax, Medicare tax, and Additional Medicare
health coverage is for your information only. The amount
Deferrals under code H are limited to $7,000.
Q—Nontaxable combat pay. See the Form 1040 instruc-
were withheld, you may be able to claim a credit for the
excess against your federal income tax. See the Form
tions for details on reporting this amount.
Tax. Include tips reported by the employee to the
K—20% excise tax on excess golden parachute pay-
to deduct.
employer in railroad retirement (RRTA) compensation.
R—Employer contributions to your Archer MSA. Report on
1040 instructions. If you had more than one railroad
reported with code DD is not taxable.
Credit for excess taxes. If you had more than one
Form 8853.
Note: Keep Copy C of Form W-2 for at least 3 years
L—Substantiated employee business expense reimburse-
box 1, 3, or 5)
employer in 2024 and more than $10,453.20 in social
employer and more than $6,129.90 in Tier 2 RRTA tax was
ments. See the Form 1040 instructions.
after the due date for filing your income tax return.
(See also Instructions for Employee
withheld, you may be able to claim a refund on Form 843.
S—Employee salary reduction contributions under a sec-
However, to help protect your social security benefits,
security and/or Tier 1 railroad retirement (RRTA) taxes
tion 408(p) SIMPLE plan
(See also Notice to Employee on back of Copy B)
were withheld, you may be able to claim a credit for the
on the back of Copy C.)
M—Uncollected social security or RRTA tax on taxable
See the Instructions for Form 843.
keep Copy C until you begin receiving social security
(See also Instructions for Employee
ments (nontaxable)
1040 instructions. If you had more than one railroad
employees only). See the Form 1040 instructions.
record and/or earnings in a particular year.
N—Uncollected Medicare tax on taxable cost of group-
employer and more than $6,129.90 in Tier 2 RRTA tax was
term life insurance over $50,000 (former employees only).
withheld, you may be able to claim a refund on Form 843.
P—Excludable moving expense reimbursements paid
directly to a member of the U.S. Armed Forces (not
See the Form 1040 instructions.
See the Instructions for Form 843.
Copy C - For EMPLOYEE’S RECORDS.
(See Notice to Employee on the back of Copy B.)
Q—Nontaxable combat pay. See the Form 1040 instruc-
(See also Notice to Employee on back of Copy B)
included in box 1, 3, or 5)
R—Employer contributions to your Archer MSA. Report on
tions for details on reporting this amount.
4 cost of group-term life insurance over $50,000 (former benefits, just in case there is a question about your work excess against your federal income tax. See the Form THEN FOLD AND TEAR THIS STUB ALONG PERFORATION on the back of Copy C.) 2 3 1 1/2” 2024 2024 1/2” REMOVE SIDE EDGES FIRST THEN FOLD AND TEAR THIS STUB ALONG PERFORATION 2 3 1 OPENING INSTRUCTIONS SEE OTHER SIDE FOR
S—Employee salary reduction contributions under a sec-
Copy B - To Be Filed With
Employee’s FEDERAL Tax Return.
Form 8853.
tion 408(p) SIMPLE plan
REMOVE SIDE EDGES FIRST
SEE OTHER SIDE FOR OPENING INSTRUCTIONS
TXE W2-CNB TXE W2-CNP
11” Blank V Fold 11” Printed V Fold
4 Corner Printed Backer 4 Corner Copies B,C,2,2
w/Instructions - Duplex w/Instructions - Duplex
REMOVE SIDE EDGES FIRST
SLIDE FINGER BETWEEN FRONT & MIDDLE PANEL TO OPEN
2024
Copy B - To Be Filed With Employee’s FEDERAL Tax Return.
This information is being furnished to the Internal Revenue Service.
Instructions for Employee (See also Notice to Employee on the back of Copy B.)
REMOVE SIDE EDGES FIRST
REMOVE SIDE EDGES FIRST
SLIDE FINGER BETWEEN FRONT & MIDDLE PANEL TO OPEN
Box 2. Enter this amount on the federal income tax withheld line of your tax return.
Box 1. Enter this amount on the wages line of your tax return.
Future developments. For the latest information about developments related to Form W-2, such as legislation Instructions for Employee (See also Notice to Employee on the back of Copy B.) SLIDE FINGER BETWEEN FRONT & MIDDLE PANEL TO OPEN REMOVE THESE EDGES FIRST FOLD, CREASE AND TEAR ALONG PERFORATION FOLD, CREASE AND TEAR ALONG PERFORATION REMOVE THESE EDGES FIRST
enacted after it was published, go to www.irs.gov/FormW2. Box 1. Enter this amount on the wages line of your tax return.
Notice to Employee 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. See the Form 1040 instructions to determine if you are
Box 5. You may be required to report this amount on Form 8959. See the Form 1040 instructions to determine if you are
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 Box 6. This amount includes the 1.45% Medicare tax withheld on all Medicare wages and tips shown in box 5, as well as
required to complete Form 8959.
don’t 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. required to complete Form 8959. L
Earned income tax credit (EITC). You may be able to take the EITC for 2024 if your adjusted gross income (AGI) is 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.
received, report that amount even if it is more or less than the allocated tips. Use Form 4137 to figure the social security
less than a certain amount. The amount of the credit is based on income and family size. Workers without children 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 box 1, 3, 5, or 7. For information on how to report tips on your tax return, see the
10
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
could qualify for a smaller credit. You and any qualifying children must have valid social security numbers (SSNs). You Box 8. This amount is not included in box 1, 3, 5, or 7. For information on how to report tips on your tax return, see the Future developments. For the latest information about developments related to Form W-2, such as legislation You must file Form 4137 with your income tax return to report at least the allocated tip amount unless you can prove
Box 10. This amount includes the total dependent care benefits that your employer paid to you or incurred on your
Form 1040 instructions.
Earned income tax credit (EITC). You may be able to take the EITC for 2024 if your adjusted gross income (AGI) is
can’t take the EITC if your investment income is more than the specified amount for 2024 or if income is earned for with adequate records that you received a smaller amount. If you have records that show the actual amount of tips you
services provided while you were an inmate at a penal institution. For 2024 income limits and more information, visit You must file Form 4137 with your income tax return to report at least the allocated tip amount unless you can prove
could qualify for a smaller credit. You and any qualifying children must have valid social security numbers (SSNs). You
www.irs.gov/EITC. See also Pub. 596. Any EITC that is more than your tax liability is refunded to you, but only if with adequate records that you received a smaller amount. If you have records that show the actual amount of tips you Form 1040 instructions.
you file a tax return. received, report that amount even if it is more or less than the allocated tips. Use Form 4137 to figure the social security enacted after it was published, go to www.irs.gov/FormW2. and Medicare tax owed on tips you didn’t report to your employer. Enter this amount on the wages line of your tax return. 62506
Box 11. This amount is (a) reported in box 1 if it is a distribution made to you from a nonqualified deferred compensation
can’t take the EITC if your investment income is more than the specified amount for 2024 or if income is earned for
Employee’s social security number (SSN). For your protection, this form may show only the last four digits of your and Medicare tax owed on tips you didn’t report to your employer. Enter this amount on the wages line of your tax return. don’t 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. By filing Form 4137, your social security tips will be credited to your social security record (used to figure your benefits).
or nongovernmental section 457(b) plan, or (b) included in box 3 and/or box 5 if it is a prior year deferral under a nonquali-
services provided while you were an inmate at a penal institution. For 2024 income limits and more information, visit
www.irs.gov/EITC. See also Pub. 596. Any EITC that is more than your tax liability is refunded to you, but only if
fied or section 457(b) plan that became taxable for social security and Medicare taxes this year because there is no longer
By filing Form 4137, your social security tips will be credited to your social security record (used to figure your benefits).
a substantial risk of forfeiture of your right to the deferred amount. This box shouldn’t be used if you had a deferral and a
SSN. However, your employer has reported your complete SSN to the IRS and the Social Security Administration Notice to Employee
(SSA). Clergy and religious workers. If you aren’t subject to social security and Medicare taxes, see Pub. 517. Box 10. This amount includes the total dependent care benefits that your employer paid to you or incurred on your less than a certain amount. The amount of the credit is based on income and family size. Workers without children behalf (including amounts from a section 125 (cafeteria) plan). Any amount over your employer’s plan limit is also
distribution in the same calendar year. If you made a deferral and received a distribution in the same calendar year, and
behalf (including amounts from a section 125 (cafeteria) plan). Any amount over your employer’s plan limit is also
Employee’s social security number (SSN). For your protection, this form may show only the last four digits of your
included in box 1. See Form 2441.
Corrections. If your name, SSN, or address is incorrect, correct Copies B, C, and 2 and ask your employer to correct
you are or will be age 62 by the end of the calendar year, your employer should file Form SSA-131, Employer Report of
included in box 1. See Form 2441.
SSN. However, your employer has reported your complete SSN to the IRS and the Social Security Administration
your employment record. Be sure to ask the employer to file Form W-2c, Corrected Wage and Tax Statement, with the
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 box 5 if it is a prior year deferral under a nonquali-
SSA to correct any name, SSN, or money amount error reported to the SSA on Form W-2. Be sure to get your copies
Clergy and religious workers. If you aren’t subject to social security and Medicare taxes, see Pub. 517.
Elective deferrals (codes D, E, F, and S) and designated Roth contributions (codes AA, BB, and EE) under all plans are
Corrections. If your name, SSN, or address is incorrect, correct Copies B, C, and 2 and ask your employer to correct
fied or section 457(b) plan that became taxable for social security and Medicare taxes this year because there is no longer
of Form W-2c from your employer for all corrections made so you may file them with your tax return. If your name and
Special Wage Payments, with the Social Security Administration and give you a copy.
a substantial risk of forfeiture of your right to the deferred amount. This box shouldn’t be used if you had a deferral and a
your employment record. Be sure to ask the employer to file Form W-2c, Corrected Wage and Tax Statement, with the
generally limited to a total of $23,000 ($16,000 if you only have SIMPLE plans; $26,000 for section 403(b) plans if you
qualify for the 15-year rule explained in Pub. 571). Deferrals under code G are limited to $23,000. Deferrals under code H
SSN are correct but aren’t the same as shown on your social security card, you should ask for a new card that dis-
plays your correct name at any SSA office or by calling 800-772-1213. You may also visit the SSA website at
distribution in the same calendar year. If you made a deferral and received a distribution in the same calendar year, and
REMOVE THESE EDGES FIRST FOLD, CREASE AND TEAR ALONG PERFORATION www.SSA.gov. you are or will be age 62 by the end of the calendar year, your employer should file Form SSA-131, Employer Report of FOLD, CREASE AND TEAR ALONG PERFORATION REMOVE THESE EDGES FIRST you file a tax return. Box 12. The following list explains the codes shown in box 12. You may need this information to complete your tax return. FOLD, CREASE AND TEAR ALONG PERFORATION REMOVE THESE EDGES FIRST 2024 2-3/4” OPENING INSTRUCTIONS SEE OTHER SIDE FOR
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 aren’t the same as shown on your social security card, you should ask for a new card that dis-
Special Wage Payments, with the Social Security Administration and give you a copy.
(See also Instructions for Employee on the back of Copy C.)
Cost of employer-sponsored health coverage (if such cost is provided by the employer). The reporting in box 12,
plays your correct name at any SSA office or by calling 800-772-1213. You may also visit the SSA website at
Box 12. The following list explains the codes shown in box 12. You may need this information to complete your tax return.
using code DD, of the cost of employer-sponsored health coverage is for your information only. The amount reported
Elective deferrals (codes D, E, F, and S) and designated Roth contributions (codes AA, BB, and EE) under all plans are
with code DD is not taxable.
(SSA).
Credit for excess taxes. If you had more than one employer in 2024 and more than $10,453.20 in social security
generally limited to a total of $23,000 ($16,000 if you only have SIMPLE plans; $26,000 for section 403(b) plans if you
Cost of employer-sponsored health coverage (if such cost is provided by the employer). The reporting in box 12,
and/or Tier 1 railroad retirement (RRTA) taxes were withheld, you may be able to claim a credit for the excess against
using code DD, of the cost of employer-sponsored health coverage is for your information only. The amount reported
qualify for the 15-year rule explained in Pub. 571). Deferrals under code G are limited to $23,000. Deferrals under code H
Copy C -For EMPLOYEE’S RECORDS. (See Notice to
are limited to $7,000.
are limited to $7,000.
your federal income tax. See the Form 1040 instructions. If you had more than one railroad employer and more than
Employee
and/or Tier 1 railroad retirement (RRTA) taxes were withheld, you may be able to claim a credit for the excess against
Credit for excess taxes. If you had more than one employer in 2024 and more than $10,453.20 in social security
$6,129.90 in Tier 2 RRTA tax was withheld, you may be able to claim a refund on Form 843. See the Instructions for
T—Adoption benefits (not included in box 1). Complete Form 8839 to figure any taxable and nontaxable amounts. on the back of Copy B.)
V—Income from exercise of nonstatutory stock option(s) (included in boxes 1, 3 (up to the social security wage base), and
Form 843.
(See also Instructions for Employee on the back of Copy C.)
S—Employee salary reduction contributions under a section 408(p) SIMPLE plan
R—Employer contributions to your Archer MSA. Report on Form 8853.
your federal income tax. See the Form 1040 instructions. If you had more than one railroad employer and more than
W—Employer contributions (including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to
$6,129.90 in Tier 2 RRTA tax was withheld, you may be able to claim a refund on Form 843. See the Instructions for
www.SSA.gov.
Instructions for Employee (continued from back of Copy B)
Y—Deferrals under a section 409A nonqualified deferred compensation plan 8295752
R—Employer contributions to your Archer MSA. Report on Form 8853.
Box 12 (continued)
S—Employee salary reduction contributions under a section 408(p) SIMPLE plan
with code DD is not taxable.
However, if you were at least age 50 in 2024, your employer may have allowed an additional deferral of up to $7,500
T—Adoption benefits (not included in box 1). Complete Form 8839 to figure any taxable and nontaxable amounts.
8295749
V—Income from exercise of nonstatutory stock option(s) (included in boxes 1, 3 (up to the social security wage base), and
5). See Pub. 525 for reporting requirements.
($3,500 for section 401(k)(11) and 408(p) SIMPLE plans). This additional deferral amount is not subject to the overall limit
Y—Deferrals under a section 409A nonqualified deferred compensation plan
ed in box 1. It is subject to an additional 20% tax plus interest. See the Form 1040 instructions.
on elective deferrals. For code G, the limit on elective deferrals may be higher for the last 3 years before you reach retire-
5). See Pub. 525 for reporting requirements.
your health savings account. Report on Form 8889.
However, if you were at least age 50 in 2024, your employer may have allowed an additional deferral of up to $7,500
($3,500 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 retire-
EE—Designated Roth contributions under a governmental section 457(b) plan. This amount does not apply to contribu-
DD—Cost of employer-sponsored health coverage. The amount reported with code DD is not taxable.
your health savings account. Report on Form 8889.
must be included in income. See the Form 1040 instructions.
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)
AA—Designated Roth contributions under a section 401(k) plan
when you were in military service. To figure whether you made excess deferrals, consider these amounts for the year
Z—Income under a nonqualified deferred compensation plan that fails to satisfy section 409A. This amount is also includ-
BB—Designated Roth contributions under a section 403(b) plan
shown, not the current year. If no year is shown, the contributions are for the current year.
ed in box 1. It is subject to an additional 20% tax plus interest. See the Form 1040 instructions.
AA—Designated Roth contributions under a section 401(k) plan
A—Uncollected social security or RRTA tax on tips. Include this tax on Form 1040 or 1040-SR. See the Form 1040 instruc-
when you were in military service. To figure whether you made excess deferrals, consider these amounts for the year
BB—Designated Roth contributions under a section 403(b) plan
tions. ment age. Contact your plan administrator for more information. Amounts in excess of the overall elective deferral limit W—Employer contributions (including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to 2-3/4” REMOVE THESE EDGES FIRST FOLD, CREASE AND TEAR ALONG PERFORATION Form 843. Instructions for Employee (continued from back of Copy B) Z—Income under a nonqualified deferred compensation plan that fails to satisfy section 409A. This amount is also includ-
B—Uncollected Medicare tax on tips. Include this tax on Form 1040 or 1040-SR. See the Form 1040 instructions. DD—Cost of employer-sponsored health coverage. The amount reported with code DD is not taxable. Box 12 (continued)
Box 13. If the “Retirement plan” box is checked, special limits may apply to the amount of traditional IRA contributions
C—Taxable cost of group-term life insurance over $50,000 (included in boxes 1, 3 (up to the social security wage base), EE—Designated Roth contributions under a governmental section 457(b) plan. This amount does not apply to contribu- ment age. Contact your plan administrator for more information. Amounts in excess of the overall elective deferral limit FF—Permitted benefits under a qualified small employer health reimbursement arrangement
GG—Income from qualified equity grants under section 83(i)
and 5) tions under a tax-exempt organization section 457(b) plan. 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) tions under a tax-exempt organization section 457(b) plan.
shown, not the current year. If no year is shown, the contributions are for the current year.
FF—Permitted benefits under a qualified small employer health reimbursement arrangement
D—Elective deferrals to a section 401(k) cash or deferred arrangement. Also includes deferrals under a SIMPLE retirement must be included in income. See the Form 1040 instructions. HH—Aggregate deferrals under section 83(i) elections as of the close of the calendar year This information is being furnished to the Internal Revenue Service. If you are
account that is part of a section 401(k) arrangement. GG—Income from qualified equity grants under section 83(i) required to file a tax return, a negligence penalty or other sanction may be SEE OTHER SIDE FOR OPENING INSTRUCTIONS
E—Elective deferrals under a section 403(b) salary reduction agreement HH—Aggregate deferrals under section 83(i) elections as of the close of the calendar year A—Uncollected social security or RRTA tax on tips. Include this tax on Form 1040 or 1040-SR. See the Form 1040 instruc- II—Medicaid waiver payments excluded from gross income under Notice 2014-7. imposed on you if this income is taxable and you fail to report it.
F—Elective deferrals under a section 408(k)(6) salary reduction SEP II—Medicaid waiver payments excluded from gross income under Notice 2014-7.
you may deduct. See Pub. 590-A.
G—Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensa- Box 13. If the “Retirement plan” box is checked, special limits may apply to the amount of traditional IRA contributions B—Uncollected Medicare tax on tips. Include this tax on Form 1040 or 1040-SR. See the Form 1040 instructions. Box 14. Employers may use this box to report information such as state disability insurance taxes withheld, union dues,
you may deduct. See Pub. 590-A.
protect your social security benefits, keep Copy C until you begin receiving social security benefits, just in case there is
tion plan C—Taxable cost of group-term life insurance over $50,000 (included in boxes 1, 3 (up to the social security wage base), uniform payments, health insurance premiums deducted, nontaxable income, educational assistance payments, or a
H—Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan. See the Form 1040 instructions for how to Box 14. Employers may use this box to report information such as state disability insurance taxes withheld, union dues, member of the clergy’s parsonage allowance and utilities. Railroad employers use this box to report railroad retirement
employee to the employer in railroad retirement (RRTA) compensation.
deduct. uniform payments, health insurance premiums deducted, nontaxable income, educational assistance payments, or a tions. D—Elective deferrals to a section 401(k) cash or deferred arrangement. Also includes deferrals under a SIMPLE retirement (RRTA) compensation, Tier 1 tax, Tier 2 tax, Medicare tax, and Additional Medicare Tax. Include tips reported by the 5/14”
E—Elective deferrals under a section 403(b) salary reduction agreement
J—Nontaxable sick pay (information only, not included in box 1, 3, or 5) member of the clergy’s parsonage allowance and utilities. Railroad employers use this box to report railroad retirement
K—20% excise tax on excess golden parachute payments. See the Form 1040 instructions. (RRTA) compensation, Tier 1 tax, Tier 2 tax, Medicare tax, and Additional Medicare Tax. Include tips reported by the and 5) 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
(See also Notice to Employee on back of Copy B)
employee to the employer in railroad retirement (RRTA) compensation.
L—Substantiated employee business expense reimbursements (nontaxable) account that is part of a section 401(k) arrangement.
M—Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000 (former employees 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 G—Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensa-
only). See the Form 1040 instructions. protect your social security benefits, keep Copy C until you begin receiving social security benefits, just in case there is F—Elective deferrals under a section 408(k)(6) salary reduction SEP 2024
N—Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (former employees only). See the a question about your work record and/or earnings in a particular year. H—Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan. See the Form 1040 instructions for how to a question about your work record and/or earnings in a particular year.
M—Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000 (former employees
Form 1040 instructions. Copy 2 - To Be Filed With Employee’s State, City, or Local
L—Substantiated employee business expense reimbursements (nontaxable)
P—Excludable moving expense reimbursements paid directly to a member of the U.S. Armed Forces (not included in box tion plan
N—Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (former employees only). See the
1, 3, or 5) (See also Notice to Employee on back of Copy B) K—20% excise tax on excess golden parachute payments. See the Form 1040 instructions. Income Tax Return.
Q—Nontaxable combat pay. See the Form 1040 instructions for details on reporting this amount. J—Nontaxable sick pay (information only, not included in box 1, 3, or 5)
deduct.
Q—Nontaxable combat pay. See the Form 1040 instructions for details on reporting this amount.
only). See the Form 1040 instructions.
Form 1040 instructions.
5/14” P—Excludable moving expense reimbursements paid directly to a member of the U.S. Armed Forces (not included in box 62982 PSE4CN-BLANK
1, 3, or 5)

7-3/4”
2024
TXF W2-ARB Copy 2 - To Be Filed With Employee’s State, City, or Local
Income Tax Return.
11
7-3/4” TXF W2-ARP PSEZ-BlnkFB-POP FOLD, CREASE AND TEAR ALONG PERFORATION REMOVE THESE EDGES FIRST
11
REMOVE THESE EDGES FIRST FOLD, CREASE AND TEAR ALONG PERFORATION
10-1/2”
FROM:
FROM: SEE OTHER SIDE FOR OPENING INSTRUCTIONS K
SEE REVERSE SIDE FOR OPENING INSTRUCTIONS Important Tax Document Enclosed First-Class Mail 10-1/2” SEE REVERSE SIDE FOR OPENING INSTRUCTIONS Important Tax Document Enclosed First-Class Mail OPENING INSTRUCTIONS SEE OTHER SIDE FOR REMOVE SIDE EDGES FIRST THEN FOLD AND TEAR THIS STUB ALONG PERFORATION 2 3 1
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TXF W2-ARP
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14” Printed EZ-Fold 11” Z-Fold Multi-Purpose 11” Blank V-Fold
4 Around 4 Around Copies - B,C, 2, 2 Blank Blank Back - Duplex
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Tax Form Type TX F W2-CN P Form Description:
Guide to P = Printed Form/Instructions on Back
understanding B = Blank Face/Instructions on Back
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