Kunzwisisa Fomu W-2, Mbavha uye Imitemo

Fomu W-2 Mharidzo Mibairo Yakabhadhara uye Mitero Inobhadharwa

Mitero yemitero inogona kuva nyore kunzwisisa kana iisati ichitsanangurwa nenhamba uye netsamba, kana vakangotaura zvakajeka zvavakanga vari muchiChirungu. Fomu W-2 ndiyo "Mharidzo uye Mutero Wemitero." Muchawana izvi zvinyorwa zvinyorwa pedyo ne "meso Fomu W-2" maziso.

W-2 Zvikwereti kune Vashandi

Fomu W-2 inoshuma mushandi wegore rega rega uye mari inoregererwa nemushandirwi ayo mubhadhadzi akaita kubva pamubairo wake, miripo uye mazano.

Kana iwe uri mushandirwi, unofanira kugadzirira mumwe wevashandi vako uye kupa mapepa ku Social Security Administration.

Hungu, Social Social Administration. SSA ichapfuura panguva ino uye ichagovera ruzivo neInternal Revenue Service.

Iwe unofanirwa kutumira tsamba kana kuisa ruoko-kupa Fomu W-2 kune vashandi vako mushure meJan 31 wegore rimwe nerimwe remutero, naizvozvo kana usati waita zvakadaro, taura neaibhadhara kuti ubatsirwe nekutumira nguva uye uende kwairi pakarepo zvinogoneka. Iwe wakanga uine imwe nguva yakawedzerwa yekufambisa neSSA musati gore ra 2017, asi izvo zvakachinja pasi pekudzivirirwa kwevanhu veAmerica kubva kuTare Hikes Act (2015), naizvozvo usangoitevera mitemo kubva kumakore apfuura. Zvose W-2s zvino zvinofanirwa naJan. 31.

Vashandi 'Mitero yeMitero

Sevashandi, unofanirwa kuudza pamutero wako wekubhadhara mari yose yawakagamuchira kubva kubasa rako kana mabasa mukati megore. Iwe unogona kusangana nechimwe kana zvinopfuura zvezvinetso izvi zvinowanzoitika.

Zvaunofanira Kuita NeFomu Paunenge Uine Izvo

Iwe unofanirwa kugamuchira makopi matatu eW-2: Copy B, C uye 2.

Kunzwisisa W wako W-2

Kuziva kuverenga yako Fomu W-2 kunogona kukubatsira kunzwisisa zvaunowana uye kukupa musoro wekutanga apo iwe uri kugadzirira mitero. Mhando yacho inouya mumasikirwo akasiyana-siyana, maumbirwo uye maitiro, uye zvakananga maitiro auchaona paunotarisa iwe pachako zvichararama nenzira iyo waunoshandira nayo anotora mubhadharo. Asi Fomu Yese ye-W-2 inayo mashoko akafanana zvisinei. Heino mutsara we-line-line-tata, kutanga nemabhokisi akanyorwa. Izvi ndizvo chaizvo zvinoratidza.

Numbered boxes inowanika paFomu W-2 zvakare. Izvi zvinonyora ruzivo rwezvemari.

Code A Kusarudzwa Social Social Security kana RRTA mutero kune mazano. Itai mari iyi sechikamu chemutero wenyu wose paFomu 1040.
Bhuku B Kusagamuchira Medicare mutero kune mazano. Itai mari iyi sechikamu chemutero wenyu wose paFomu 1040.
Code C Mutero unobhadhara mutero wemazuva emakore-inshurenzi kupfuura $ 50,000. Iyi mari yakatove yakabatanidzwa sechikamu chemari yako inobhadhara muBhokisi 1, 3, uye 5.
Code D Kwete-mitero inosarudzwa yekubhadhara mitero kune 401 (k) kana SIMPLE 401 (k) chirongwa chokubvisa basa.
Code E Kwete-inotengesa kusarudzwa kwemari yekupa misha kune 403 (b) chirongwa chokubatira.
Code F Kwete-mitero inosarudzwa yekubhadhara mubhadharo kusvika kune 408 (k) (6) Purogiramu yekubvisa purogiramu.
Code G Kwete-inotengesa kusarudzwa kwemisha yevashandi uye yevasingasarudze mari yevashandi kusvika kune 457 (b) chirongwa chokubvisa basa.
Code H Kwete-mitero inosarudzwa yekubhadhara mubhadharo kusvika kune 501 (c) (18) (D) chirongwa chisingabhadharwi mutero. Iyi mari inowanikwa mubhokisi 1 mubhadharo. Onai Mirayiridzo yeFomu 1040 yekuti ungabvisa sei mari iyi.
Code J Izvo zvisina mutero kurwara kuripo. Iyi mari haisati yakabatanidzwa mumitero inobhadhara muBhokisi 1, 3, kana 5.
Code K Bvisai mutero (akaenzana ne20 muzana) pamutero we "golden parachute". Itai mari iyi sechikamu chemutero wenyu wose paFomu 1040.
Code L Iko kusingabhadharisi kubhadharwa kwebasa rebhizimisi rebasa.
Code M Kusarudzwa Social Social Security kana RRTA mutero pamusana wekodzero yekambisi yema inshuwarima yehupenyu pamusoro pe $ 50,000 yevaimbova vashandi. Itai mari iyi sechikamu chemutero wenyu wose paFomu 1040.
Code N Kusarudzwa kweMedarera mutero pamusana pekutengesa boka remishuwarenzi yehupenyu kwenguva yakareba kupfuura $ 50,000 kune vekare vashandi. Itai mari iyi sechikamu chemutero wenyu wose paFomu 1040.
Code P Izvo zvisina kubhadharwa zvekubhadhara zvevashandi kushambadzira mari, kana mari yacho yakabhadhara zvakananga kumushandi. Iyi mari inogona kudiwa kushandiswa paFomu 3903 (pdf) paunenge uchiverenga kutengesa mari yakawanda yekudhonza
Code Q Iko kusingabhadharwi kubhadharwa kubhadhara. Vamwe vanhu vangasarudza kuisa mubhadharo wekurwa kana kuverenga yavo Yakagamuchira Imari Chikwereti . Ona Publication 3 kuti uwane mamwe mashoko pamusoro pekuregererwa kwemauto.
Code R Mipiro yevashandi kuneArncher Medical Savings Account. Iyi mari inofanira kuve yakataurwa pamusoro peFomu 8853 (pdf).
Code S Iko kusingabhadharisi mari inoshandiswa kuendesa kune 408 (p) chirongwa chekurega basa.
Code T Mubhizimisi akabhadhara mari yekugamuchira vana. Iyi mari haina kuiswa mubhokisi 1 mubhadharo. Shandisa Fomu 8839 kuverenga iyo inotengesa uye isingabhadharwi chikamu chezvikwereti izvi zvinogamuchirwa.
Code V Kubhadhara kubva kushandiswa kwezvisiri izvo zvinoshandiswa pamutemo. Iyi mari yakatove yakabatanidzwa semari inotengesa muBhokisi 1, 3, uye 5. Zvisinei, iwe ucharamba uchitaurira zvakatsaurwa kutengeswa kwemhando ipi zvayo yekusarudza pane Purogiramu D uye Fomu 8949.
Code W Mhizha yevashandi uye yevashandi kuAalth Savings Account. Taura iyi mari muFomu 8889.
Code Y Miridzo yezvikwereti pasi pe409A isina kukodzera yakadzorerwa chirongwa chekuripira.
Code Z Mari inowanikwa pasi pe409A isina kukodzera yakadzorerwa chirongwa chekuripira. Iyi mari yakatove yakabatanidzwa mumitero inobhadharwa muBhokisi 1. Iri mari inotarisirwa kune imwezve mitero ye20 muzana pamwe nekutora sechikamu chemutero wako wose paFomu 1040.
Code AA Mushure mekubhadhara mutero kune Roth 401 (k) hurongwa hwekugara mubhadharo. Iyi mari inosanganiswa sechikamu chebhokisi rako 1 mubhadharo.
Code BB Mushure mokunge mutero unopiwa kuRoth 403 (b) chirongwa chokubvisa basa. Iyi mari inosanganiswa sechikamu chebhokisi rako 1 mubhadharo.
Code DD Inodzokorora mari yausingarengeti yehutano inshuwalhu inopiwa kuburikidza nemushandi wako.
Code EE Mushure mekubhadhara mitero kune Roth 457 (b) chirongwa chokubvisa mari chinopiwa nehurumende vashandi. Iyi mari inosanganiswa sechikamu chebhokisi rako 1 mubhadharo.

Iwe uri mushandi wepamutemo. Izvi zvinoreva kuti iwe unoshuva mibairo kubva kune iyi W-2-uye chero ipi zvayo mawomu W-2 iwe waunogamuchira anonzi "mushandi wepamutemo" -Fomu 1040 Purogiramu C. Mubairo wako hausi pasi pemutero wemari yaunowana, saka unofanira kuona zero kana zvisingabhadharwi muBhokisi 2. Ivo vanozviisa pasi peHuman Security uye Medicare mutero neholdholdings, zvisinei, mabhokisi 3 kusvika ku6 anofanira kuzadzikiswa. Kuti uwane hurukuro pamusoro pezvinoita mushumiri ane mutemo uye nemitemo inoshandiswa, ona chikamu 1 chePamusi 15-A.

Iwe wakabatanidzwa muurongwa hwekushandira kwemushandi wako panguva yemutero wegore. Izvi zvinogona kuva 401 (k) chirongwa, 403 (b) chirongwa, SEP-IRA, SIMPLE-IRA kana rumwe rudzi rweurongwa hwepenjeni. Unyanzvi hwako hwekutora zvipo kune imwe tsika yeIRA inogona kunge yakaderera zvichienderana nemari yako yaunowana kana iwe uchingopinda muurongwa hwekurega basa, saka chengetedza neanomubhadhara kana imwe nyanzvi yemutero kana bhokisi iri rakarongedzwa.

Iwe wakagamuchira mubhadharo wekurwara wechitatu kune mumwe wako mushandi wehutano yemainishuwarenzi panzvimbo pekugamuchira mubhadharo unorwara kubva kumushandi wako sechikamu chebhadharo yako yenguva dzose. Varwere vanobhadhara havakwanisi kuiswa mubhokisi rako 1 mubhadharo, kunyange zvazvo kubhadhara kurwara kunowanzoenderana ne Social Social and Medicare mutero. Ona Chikamu 6 chekuparidzirwa 15-A yekukurukurirana nezvekubhadhara kurwara nekubhadhara kwevatatu vechirwere,

Uye ikoko iwe unazvo. Zvinoshamisa kufunga kuti ruzivo rwakanyanya runogona kuve nehuwandu kadiki, asi W-2 yako inofanira kukupa iwe data yose yaunoda kuudza iyo mari yawakagamuchira semushandi.