Form W-2 - Wage And Tax Statement - 2017 Page 7
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11Instructions for Employee
and Medicare taxes this year because there is no longer a substantial risk of
(Also see Notice to Employee,
forfeiture of your right to the deferred amount. This box shouldn’t be used if
on the back of Copy B.)
you had a deferral and a distribution in the same calendar year. If you made a
deferral and received a distribution in the same calendar year, and you are or
Box 1. Enter this amount on the wages line of your tax return.
will be age 62 by the end of the calendar year, your employer should file
Box 2. Enter this amount on the federal income tax withheld line of your tax
Form SSA-131, Employer Report of Special Wage Payments, with the Social
return.
Security Administration and give you a copy.
Box 5. You may be required to report this amount on Form 8959, Additional
Box 12. The following list explains the codes shown in box 12. You may
Medicare Tax. See the Form 1040 instructions to determine if you are
need this information to complete your tax return. Elective deferrals (codes
required to complete Form 8959.
D, E, F, and S) and designated Roth contributions (codes AA, BB, and EE)
Box 6. This amount includes the 1.45% Medicare Tax withheld on all
under all plans are generally limited to a total of $18,000 ($12,500 if you only
Medicare wages and tips shown in box 5, as well as the 0.9% Additional
have SIMPLE plans; $21,000 for section 403(b) plans if you qualify for the
Medicare Tax on any of those Medicare wages and tips above $200,000.
15-year rule explained in Pub. 571). Deferrals under code G are limited to
$18,000. Deferrals under code H are limited to $7,000.
Box 8. This amount is not included in boxes 1, 3, 5, or 7. For information on
how to report tips on your tax return, see your Form 1040 instructions.
However, if you were at least age 50 in 2017, your employer may have
allowed an additional deferral of up to $6,000 ($3,000 for section 401(k)(11)
You must file Form 4137, Social Security and Medicare Tax on Unreported
and 408(p) SIMPLE plans). This additional deferral amount is not subject to
Tip Income, with your income tax return to report at least the allocated tip
the overall limit on elective deferrals. For code G, the limit on elective
amount unless you can prove that you received a smaller amount. If you have
deferrals may be higher for the last 3 years before you reach retirement age.
records that show the actual amount of tips you received, report that amount
Contact your plan administrator for more information. Amounts in excess of
even if it is more or less than the allocated tips. On Form 4137 you will
the overall elective deferral limit must be included in income. See the
calculate the social security and Medicare tax owed on the allocated tips
“Wages, Salaries, Tips, etc.” line instructions for Form 1040.
shown on your Form(s) W-2 that you must report as income and on other tips
you did not report to your employer. By filing Form 4137, your social security
Note: If a year follows code D through H, S, Y, AA, BB, or EE, you made a
tips will be credited to your social security record (used to figure your
make-up pension contribution for a prior year(s) when you were in military
benefits).
service. To figure whether you made excess deferrals, consider these
amounts for the year shown, not the current year. If no year is shown, the
Box 9. If you are e-filing and if there is a code in this box, enter it when
contributions are for the current year.
prompted by your software. This code assists the IRS in validating the W-2
data submitted with your return. The code is not entered on paper-filed
A—Uncollected social security or RRTA tax on tips. Include this tax on Form
returns.
1040. See “Other Taxes” in the Form 1040 instructions.
Box 10. This amount includes the total dependent care benefits that your
B—Uncollected Medicare tax on tips. Include this tax on Form 1040. See
employer paid to you or incurred on your behalf (including amounts from a
“Other Taxes” in the Form 1040 instructions.
section 125 (cafeteria) plan). Any amount over $5,000 is also included in box
C—Taxable cost of group-term life insurance over $50,000 (included in boxes
1. Complete Form 2441, Child and Dependent Care Expenses, to compute
1, 3 (up to social security wage base), and 5)
any taxable and nontaxable amounts.
D—Elective deferrals to a section 401(k) cash or deferred arrangement. Also
Box 11. This amount is (a) reported in box 1 if it is a distribution made to you
includes deferrals under a SIMPLE retirement account that is part of a
from a nonqualified deferred compensation or nongovernmental section
section 401(k) arrangement.
457(b) plan, or (b) included in box 3 and/or 5 if it is a prior year deferral under
E—Elective deferrals under a section 403(b) salary reduction agreement
a nonqualified or section 457(b) plan that became taxable for social security
(continued on back of Copy 2)
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