Last Updated : January 14, 2009
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W2

Form W-2

Wage and Tax Statement

You can file Form W-2 to get refund if box 2 shows federal income tax withheld, even if you are not required to file a tax return.

The W-2 Statement can be for Taxpayer or Spouse. If filing status of taxpayer is married filing jointly and W-2 statement is for spouse, then you are required to check the box for spouse at the top of the form.

Further if it is applicable to taxpayer, then you are required to check the checkbox whether the W-2 statement is handwritten, typed, altered or corrected.

Box 1: Enter the total wages from Box 1 of Form W-2.

Box 2: Enter the amount of federal income tax withheld form your form W-2.

Box 3 to 6: It is calculated entry, please compare it with your original form W-2.

Box 4 - Social Security tax withheld: This is a calculated entry. If it is different form the amount of social security tax withheld on Box 4 of Form W-2, then override the entry by pressing F-11.


Box 12: Enter the amount and code related to it.

Explanations for box 12 codes.

Code A: Uncollected social security or RRTA tax on tips

Code B: Uncollected Medicare tax on tips.

Code C: Taxable cost of group-term life insurance over $50,000.

Code D: Elective deferrals under section 401(k) cash or deferred arrangement (plan).

Code E: Elective deferrals under a section 403(b) salary reduction agreement.

Code F: Elective deferrals under a section 408(k)(6) salary reduction SEP.

Code G: Elective deferrals and employer contributions (including nonelective deferrals) to any governmental or nongovernmental section 457(b) deferred compensation plan.

Code H: Elective deferrals under section 501(c)(18)(D) tax-exempt organization plan.

Code J: Nontaxable sick pay

Code K: 20% excise tax on excess golden parachute payments.

Code L: Substantiated employee business expense reimbursements.

Code M: Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $ 50,000 (for former employee).

Code N: Uncollected Medicare tax on taxable cost of group-term life insurance over $50000 (for former employee).

Code P: Excludable moving expense reimbursements paid directly to employee.

Code Q: Nontaxable combat pay.

Code R: Employer contributions to an Archer MSA.

Code S: Employee salary reduction contributions under a section 408(p) SIMPLE.

Code T: Adoption benefits.

Code V: Income from the exercise of non-statutory stock option(s).

Code W: Employer contributions to a Health Savings Account (HAS).

Code Y: Deferrals under a section 409A nonqualified deferred compensation plan.

Code Z: Income under section 409A on a nonqualified deferred compensation plan.

Code AA: Designated Roth contributions under a section 401(k) plan.

Code BB: Designated Roth contributions under a section 403(b) plan.

Box 13: Check the applicable box as per your original form W-2.

Box 14: Enter the type and amounts of other benefits.

Statutory Employee: if you have selected the statutory employee, then select on which form you want to report the income whether Schedule-C or CEZ.

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