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12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

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Page 1: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage
Page 2: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage
Page 3: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage
Page 4: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

567--

Page 5: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

a E

mp

loyee’s social security numb

er

OM

B N

o. 1545-0008

Sa

fe, a

cc

ura

te,

FA

ST

! Use

Visit the IR

S w

ebsite at

www.irs.gov/efile

b E

mp

loyer identification num

ber (E

IN)

c E

mp

loyer’s name, ad

dress, and

ZIP

code

d C

ontrol numb

er

e E

mp

loyee’s first name and

initialLast nam

eS

uff.

f Em

ployee’s ad

dress and

ZIP

code

1 W

ages, tips, other compensation

2 Fed

eral income tax w

ithheld

3 S

ocial security wages

4 S

ocial security tax withheld

5 M

edicare w

ages and tip

s6 M

edicare tax w

ithheld

7 S

ocial security tips

8 A

llocated tip

s

9 V

erification code

10 D

epend

ent care benefits

11 N

onqualified

plans

12a

See instructions for b

ox 12Co d

e12b

Co d

e12c

Co d

e12d

Co d

e

13

Statutory

emp

loyeeR

etirement

plan

Third-p

arty sick p

ay

14 O

ther

15 State

Em

ployer’s state ID

numb

er16 S

tate wages, tip

s, etc.17 S

tate income tax

18 Local w

ages, tips, etc.

19 Local incom

e tax2

0 Locality nam

e

Fo

rm W-2

Wage a

nd T

ax

Sta

tem

ent

2019

Dep

artment of the Treasury—

Internal Revenue S

ervice

Co

py B

—T

o B

e F

iled

With

Em

plo

ye

e’s

FE

DE

RA

L T

ax R

etu

rn.

This information is b

eing furnished to the Internal R

evenue Service.

85

Page 6: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

a E

mp

loyee’s social security numb

er

OM

B N

o. 1545-0008

Sa

fe, a

cc

ura

te,

FA

ST

! Use

Visit the IR

S w

ebsite at

www.irs.gov/efile

b E

mp

loyer identification num

ber (E

IN)

c E

mp

loyer’s name, ad

dress, and

ZIP

code

d C

ontrol numb

er

e E

mp

loyee’s first name and

initialLast nam

eS

uff.

f Em

ployee’s ad

dress and

ZIP

code

1 W

ages, tips, other compensation

2 Fed

eral income tax w

ithheld

3 S

ocial security wages

4 S

ocial security tax withheld

5 M

edicare w

ages and tip

s6

Med

icare tax withheld

7 S

ocial security tips

8 A

llocated tip

s

9

10

Dep

endent care b

enefits

11

Nonq

ualified p

lans1

2a

See instructions for b

ox 12Co d

e12

bCo d

e12

cCo d

e12

dCo d

e

13

Statutory

emp

loyeeR

etirement

plan

Third-p

arty sick p

ay

14

Other

15

StateE

mp

loyer’s state ID num

ber

16

State w

ages, tips, etc.

17

State incom

e tax1

8 Local w

ages, tips, etc.

19

Local income tax

20

Locality name

Fo

rm W-2

Wage a

nd T

ax

Sta

tem

ent

9D

epartm

ent of the Treasury—Internal R

evenue Service

Co

py B

—T

o B

e F

iled

With

Em

plo

ye

e’s

FE

DE

RA

L T

ax R

etu

rn.

This information is b

eing furnished to the Internal R

evenue Service.

Page 7: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

Form 1

09

9-R

20

9D

istrib

utio

ns F

rom

P

en

sio

ns, A

nn

uitie

s,

Re

tirem

en

t or

Pro

fit-Sh

arin

g

Pla

ns, IR

As,

Insu

ran

ce

C

on

trac

ts, e

tc.

Co

py B

Re

po

rt this

inc

om

e o

n y

ou

r fe

de

ral ta

x

retu

rn. If th

is

form

sh

ow

s

fed

era

l inc

om

e

tax w

ithh

eld

in

bo

x 4

, atta

ch

th

is c

op

y to

yo

ur re

turn

.

Dep

artment of the Treasury - Internal R

evenue Service

This information is

being furnished

to the Internal

Revenue S

ervice.

OM

B N

o. 1545-0119

CO

RR

EC

TED

(if checked)

PA

YE

R’S

name, street ad

dress, city or tow

n, state or province,

country, and Z

IP or foreign p

ostal code

PA

YE

R’S

federal id

entification num

ber

RE

CIP

IEN

T’S id

entification num

ber

RE

CIP

IEN

T’S nam

e

Street ad

dress (includ

ing apt. no.)

City or tow

n, state or province, country, and ZIP or foreign postal code

10 A

mount allocab

le to IRR

w

ithin 5 years

$

11 1st year of

desig. Roth contrib.

FATC

A filing

requirem

ent

Account num

ber (see instructions)

1 G

ross distrib

ution

$2a

Taxable am

ount

$2b

Taxable am

ount not d

etermined

Total d

istribution

3 C

apital gain (includ

ed

in box 2a)

$

4 Fed

eral income tax

w

ithheld

$5 E

mp

loyee contributions

/D

esignated R

oth

contributions or

insurance prem

iums

$

6 N

et unrealized

app

reciation in

emp

loyer’s securities

$7 D

istribution

code(s)

IRA

/ S

EP

/ S

IMP

LE

8 O

ther

$%

9a

Your p

ercentage of total

distrib

ution%

9b

Total employee contributions

$12 S

tate tax withheld

$$

13 S

tate/Payer’s state no.

14 S

tate distrib

ution

$$15 Local tax w

ithheld

$$

16 N

ame of locality

17 Local d

istribution

$$Form

1099-R

ww

w.irs.gov/form

1099r

Page 8: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

Form 1

09

9-G

20

9C

erta

in

Go

ve

rnm

en

t

Pa

ym

en

ts

Co

py B

Fo

r Re

cip

ien

t

Dep

artment of the Treasury - Internal R

evenue Service

This is imp

ortant tax inform

ation and is

being furnished

to the Internal R

evenue S

ervice. If you are req

uired to file a return,

a negligence penalty or

other sanction may b

e im

posed

on you if this incom

e is taxable and

the IR

S d

etermines that

it has not been

reported

.

OM

B N

o. 1545-0120

CO

RR

EC

TED

(if checked)

PA

YE

R’S

name, street ad

dress, city or tow

n, state or province, country, Z

IP

or foreign postal cod

e, and telep

hone no.

RE

CIP

IEN

T’S id

entification numb

er

RE

CIP

IEN

T’S nam

e

Street ad

dress (includ

ing apt. no.)

City or tow

n, state or province, country, and

ZIP

or foreign postal cod

e

Account num

ber (see instructions)

1 U

nemploym

ent compensation

$2 S

tate or local income tax

refunds, cred

its, or offsets

$3 B

ox 2 amount is for tax year

4 Federal incom

e tax withheld

$5 R

TAA

paym

ents

$6 Taxab

le grants

$7 A

griculture paym

ents

$8 If checked

, box 2 is

trade or b

usiness incom

e9 M

arket gain

$10a

State10b

State identification no.11 State incom

e tax withheld

$$Form

10

99

-G(keep

for your records)

ww

w.irs.gov/form

1099g

PA

YE

R’S

federal identification number

Page 9: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

Fo

rm W

-2G

20

9C

erta

in

Ga

mb

ling

W

inn

ing

s

This information

is being furnished

to the Internal

Revenue S

ervice

Co

py B

Re

po

rt this

inc

om

e

on

yo

ur fe

de

ral ta

x

retu

rn. If th

is fo

rm

sh

ow

s fe

de

ral

inc

om

e

tax w

ithh

eld

in

bo

x 4

, atta

ch

this

co

py to

yo

ur re

turn

.

9D

epartm

ent of the Treasury - Internal Revenue S

ervice

OM

B N

o. 1545-0238C

OR

RE

CTE

D (if checked

)P

AY

ER

’S nam

e, street address, city or town, province or state, country, and

ZIP

or foreign postal code

PA

YE

R’S

federal identification number

PA

YE

R'S

telephone num

ber

WIN

NE

R’S

name

City or tow

n, province or state, country, and

ZIP

or foreign postal cod

e

1 R

eportab

le winnings

$

2 D

ate won

3 Typ

e of wager

4 F

ed

era

l inc

om

e ta

x w

ithh

eld

$5 Transaction

6 R

ace

7 W

innings from identical w

agers

$

8 C

ashier

9 W

inner’s taxpayer identification no.10 W

indow

11 First I.D

.12 S

econd I.D

.

13

State/Payer’s state identification no.14 S

tate winnings

$15 S

tate income tax w

ithheld

$

16 Local w

innings

$17 Local incom

e tax withheld

$

18 N

ame of locality

Und

er penalties of p

erjury, I declare that, to the b

est of my know

ledge and

belief, the nam

e, add

ress, and taxp

ayer identification num

ber that I have furnished

correctly id

entify me as the recip

ient of this paym

ent and any p

ayments from

identical w

agers, and that no other p

erson is entitled to any p

art of these paym

ents.

Sig

na

ture

D

ate

Form W

-2G

ww

w.irs.gov/w

2g

TWEN

TY-FOU

R SEVEN

456 MA

IN STREET

BIG RO

CK, IL 60511

24-700XXXX331-555-2477

PAU

L P. WA

TERS

Street ad

dress (includ

ing apt. no.)

240 MO

NRO

E

AU

RORA

, IL 60502

2,500.00 JU

LY 1, 2019

SLOTS

.00

475

567-00-XXXX

IL-2472472,500.00

0

BIG RO

CK

Page 10: 12-04-18-PAUL PRACTICE RETURN PROBLEM · 2020. 4. 23. · State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage

Form 1

098-T

2019

Tu

ition

S

tate

me

nt

Co

py B

Fo

r Stu

de

nt

Dep

artment of the Treasury - Internal R

evenue Service

This is imp

ortant tax inform

ation and

is being

furnished to the

IRS

. This form

must b

e used to

comp

lete Form 8863

to claim ed

ucation cred

its. Give it to the

tax prep

arer or use it to p

repare the tax return.

OM

B N

o. 1545-1574

CO

RR

EC

TED

FILER

'S nam

e, street add

ress, city or town, state or p

rovince, country, ZIP

or foreign p

ostal code, and

telephone num

ber

FILER

'S em

ployer id

entification no.S

TUD

EN

T'S TIN

STU

DE

NT'S

name

Street ad

dress (includ

ing apt. no.)

City or tow

n, state or province, country, and

ZIP

or foreign postal cod

e

Service P

rovider/A

cct. No. (see instr.)

8 C

heck if at least

half-time stud

ent

1 P

ayments received

for q

ualified tuition and

related

expenses

$23 If this b

ox is checked, your ed

ucational institution changed

its reporting m

ethod for 2018

4 A

djustm

ents mad

e for a p

rior year

$

5 S

cholarships or grants

$6 A

djustm

ents to scholarship

s or grants for a p

rior year

$

7 C

hecked if the amount

in box 1 includes am

ounts for an academ

ic period beginning January—

M

arch 2019

9 C

hecked if a grad

uate

student

10 Ins. contract reim

b./refund

$

Form 1

098-T

(keep for your record

s)w

ww

.irs.gov/Form1098T