Beginning Workshop Return 1

Transcription

1 Beginning Workshop Return 1 Title: Beginning Workshop Return 1 Summary: In this lesson, you will learn the following: 1. Select filing status; 2. Determine dependents; 3. Enter W-2 information; 4. Create an e-file. Average completion time: 10 minutes Steps for Beginning Workshop Return 1 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Robert is an accountant for Westminster Accounting, Inc. He and his wife, Karen, lived together all year. Karen stays at home with their daughter, Robin, who was born on May 15 of last year. Their address is 623 Miller Road, Rome, GA Their home telephone number is (706) Robert was born September 25, Karen s birth date is June 8, They want the return electronically filed, and the refund check mailed to them. Robert s PIN is and Karen s is They want you to enter the PINs for them. Robert receives health care from his employer. He also carries health insurance for Karen and Robin through his employer. ROBERT WESLEY SMITH 101-XX-XXXX KAREN MAY TAYLOR-SMITH 399-XX-XXXX ROBIN ANN SMITH 400-XX-XXXX 1

2 Beginning Workshop Return 1 A Control number OMB No B Employer Identification Number 01-1XXXXXX C Employer s name, address, and ZIP code Westminster Accounting, Inc. 874 Main Street Rome, GA D Employee s social security number 101-XXXXXX E Employee s name, address, and ZIP code Robert W. Smith 623 Miller Road Rome, GA Wages, tips, other 2 Federal income tax withheld compensation 41, , Social security wages 4 Social security tax withheld 41, , Medicare wages and tips 6 Medicare tax withheld 41, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State GA Employer s State ID no. 01-1XXXXXX 16 State 41, Form W-2 Wage and Tax Statement 17 State income tax 2, Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 2

3 Beginning Workshop Return 2 Title: Beginning Workshop Return 2 Summary: In this lesson, you will learn the following: 1) Enter W-2 information; 2) Complete Schedule EIC and EIC worksheet; 3) Create the e-file. Average completion time: 15 minutes Steps for Beginning Workshop Return 2 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. John Guerro (birth date January 1, 1984) is married to Maria (birth date April 3, 1988). They have one child, John Jr., born on May 31, No one else can claim John Jr. for the earned income credit, and they have never had the credit reduced or disallowed. John is a landscaper and Maria is a homemaker. They do not have a home telephone. John s cell phone number is (706) and Maria s is (706) They would like to e-file the federal return and receive a paper check. John s PIN is and Maria s is They want to enter their own PINs. John receives healthcare from his employer. He also provides healthcare coverage for Maria and John. JOHN MACK GUERRO 102-XX-XXXX MARIA ALBA GUERRO 446-XX-XXXX JOHN MACK GUERRO, JR 447-XX-XXXX 1

4 Beginning Workshop Return 2 A Control number OMB No B Employer Identification Number 05-6XXXXXX C Employer s name, address, and ZIP code Lawns Are Green 2115 Evergreen Drive Rome, GA D Employee s social security number 102-XX-XXXX E Employee s name, address, and ZIP code John Guerro 901 Memorial Drive Rome, GA Wages, tips, other 2 Federal income tax withheld compensation 21, Social security wages 4 Social security tax withheld 21, , Medicare wages and tips 6 Medicare tax withheld 21, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State GA Employer s State ID no. 05-6XXXXXX 16 State 21, Form W-2 Wage and Tax Statement 17 State income tax Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 2

5 Beginning Workshop Return 3 Title: Beginning Workshop Return 3 Summary: In this lesson, you will learn the following: 1. Enter W-2 information; 2. Determine filing status and dependency exemption; 3. Enter Schedule B, Interest and Ordinary Dividends; 4. Create an e-file with direct deposit. Average completion time: 15 minutes Steps for Beginning Workshop Return 3 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Amanda s birth date is April 13, She is a high school student and lives with her parents. Her home telephone number is (256) She has some interest income from a savings account that her parents set up for her. She has a Form W-2 from her summer job. She would like her refund directly deposited into her savings account. The account number is and the routing number is Her PIN is She wants you to enter the PIN. Amanda is not claiming her own exemption. Her parents claim her on their insurance. AMANDA BETH EMERSON 103-XX-XXXX 1

6 Beginning Workshop Return 3 A Control number OMB No B Employer Identification Number 01-4XXXXXX C Employer s name, address, and ZIP code Main Street Gas 118 Main Street Centre, AL D Employee s social security number 103-XX-XXXX E Employee s name, address, and ZIP code Amanda B. Emerson 38 County Road 62 Centre, AL Wages, tips, other 2 Federal income tax withheld compensation 6, Social security wages 4 Social security tax withheld 6, Medicare wages and tips 6 Medicare tax withheld 6, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State AL Employer s State ID no. 01-4XXXXXX 16 State 6, Form W-2 Wage and Tax Statement 17 State income tax Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 2

7 Beginning Workshop Return 3 PAYER S name, street address, city, state, ZIP code, and telephone no. Cherokee Bank 4321 Main Street Centre, AL PAYER S federal identification no. 01-5XXXXXX RECIPIENT S name Amanda B. Emerson Street address (including apt. no.) 38 County Road 62 City, state, and ZIP code Centre, AL Account number (optional) RECIPIENT S identification no. 103-XX-XXXX CORRECTED (if checked) Payer s RTN (optional) OMB No Interest income Early withdrawal penalty 20XX Form 1099-INT 3 Interest on U.S. Savings Bonds and Treas. obligations 4 Federal income tax withheld Foreign tax paid 8 Tax-exempt interest 5 Investment expenses 7 Foreign country or U.S. possession 9 Specified private activity bond interest 10 Tax-exempt bond CUSIP no. (see instructions) Interest Income Copy A For Internal Revenue Service Center File with Form For Privacy Act And Paperwork Reduction Act Notice, see the 20XX General Instructions for Certain Information Returns. Form 1099-INT Department of the Treasury Internal Revenue Service 3

8 Beginning Workshop Return 4 Title: Beginning Workshop Return 4 Summary: In this lesson, you will learn the following: 1. Select filing status; 2. Complete Schedule EIC and EIC worksheet Average completion time: 20 minutes Steps for Beginning Workshop Return 4 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Mary Anne s husband, Richard, died in Their daughter, Allison, was born on May 16, Mary Anne s mother keeps Allison while she works as a cashier at Pacific Clothing, Inc. She is the only person who can claim Allison for the earned income credit, and she has never had the credit reduced or disallowed. Mary Anne s birth date is October 24, Her home phone number is (741) and her work number is (741) If she receives a refund, she would like a refund anticipation check. Her PIN is 10004, and she wants you to enter it. Mary Ann receives health care benefits from her employer. Allison is also covered by Mary Ann s health care benefits. MARY ANNE GALE 104-XX-XXXX ALLISON HARRIET GALE 402-XX-XXXX 1

9 Beginning Workshop Return 4 A Control number OMB No B Employer Identification Number 01-6XXXXXX C Employer s name, address, and ZIP code Pacific Clothing, Inc Palm Road Buena Park, CA D Employee s social security number 104-XX-XXXX E Employee s name, address, and ZIP code Mary A. Gale 816 Ocean Drive Buena Park, CA State CA Employer s State ID no. 01-6XXXXXX 16 State 18, Form W-2 Wage and Tax Statement 1 Wages, tips, other 2 Federal income tax withheld compensation 18, Social security wages 4 Social security tax withheld 18, , Medicare wages and tips 6 Medicare tax withheld 18, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other SDI State income tax 18 Locality name 19 Local 20 Local Income tax 1, Department of the Treasury Internal Revenue Service Center 2

10 Beginning Workshop Return 5 Title: Beginning Workshop Return 5 Summary: In this lesson, you will learn the following: 1. Select filing status; 2. Determine dependents; 3. Enter 1099-R income for a disability pension; 4. Complete Schedule R, Credit for the Elderly or Disabled; 5. Complete Schedule EIC and EIC worksheet; 6. Create the e-file. Estimated completion time: 20 minutes Steps for Beginning Workshop Return 5 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Betty Langston wants to file her tax return and claim her son, Aaron, as a dependent. Her only income was a disability pension from her employer, Sanders Concrete. She became disabled in an accident at work on May 16, She is the only person who can claim Aaron for the earned income credit, and she has never had the credit reduced or disallowed. Her date of birth is July 14, Aaron s is April 15, Betty would like to electronically file this return and receive a paper check. Her PIN is and she wants to enter it. Her home telephone number is (706) Betty will need to check to see if they have any exemptions or calculate the amount of their shared responsibility payment.. BETTY RENAE LANGSTON 105-XX-XXXX AARON LEWIS LANGSTON 403-XX-XXXX 1

11 Beginning Workshop Return 5 PAYER S name, street address, city, state, and ZIP code Sanders Concrete 1545 Hwy 411 Cave Springs, GA PAYER S federal identification no. RECIPIENT S identification number 01-7XXXXXX 105-XX-XXXX RECIPIENT S name Betty Langston Street address (including apt. no.) 1545 Martha Berry Blvd City, state, and ZIP code Armuchee, GA Amount allocable to 11 1 st year of IRR within 5 years design. Roth contrib. Account number (see instructions) Form 1099-R CORRECTED (if checked) 1 Gross distribution OMB No , a Taxable amount 15, b Taxable amount not determined 3 Capital gain (included in box 2a) 5 Employee contributions/ Designated Roth contributions or insurance premiums 7 Distribution code(s) 03 9a Your percentage of total distribution % 12 State tax withheld 15 Local tax withheld IRA/ SEP/ SIMPLE 20XX Form 1099-R Total Distribution 4 Federal income tax withheld 6 Net unrealized appreciation in employer s securities 9b Total employee contributions 13 State/Payer s state no. GA 01-7XXXXXX % Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Copy A For Internal Revenue Service Center File with Form For Privacy Act And Paperwork Reduction Act Notice, see the 20XX General Instructions for Certain Information Returns. 14 State distribution 15, Name of locality 17 Local distribution Department of the Treasury Internal Revenue Service Center 2

12 Beginning Workshop Return 6 Title: Beginning Workshop Return 6 Summary: In this lesson, you will learn the following: 1. Enter W-2 information; 2. Complete Schedule EIC and EIC worksheet; Average completion time: 20 minutes Steps for Beginning Workshop Return 6 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Janice Brazier is a single taxpayer who wants to file her federal return. Janice worked as a clerk at Mail Boxes Etc. Her birth date is July 19, She would like a mailed check if she will be receiving a refund, and will mail a check if she has a balance due. Her PIN is and she wants you to enter it. Her home telephone number is (770) , and her work number is (770) This is the first year that she has filed a return. Janice has received Healthcare from her employer JANICE BRAZIER 106-XX-XXXX 1

13 Beginning Workshop Return 6 A Control number OMB No B Employer Identification Number 01-8XXXXXX C Employer s name, address, and ZIP code Mail Boxes Etc. 18 Riverbend Drive Claxton, GA D Employee s social security number 106-XX-XXXX E Employee s name, address, and ZIP code Janice Brazier 15 Park Avenue Claxton, GA Wages, tips, other 2 Federal income tax withheld compensation 12, Social security wages 4 Social security tax withheld 12, Medicare wages and tips 6 Medicare tax withheld 12, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State GA Employer s State ID no. 01-8XXXXXX 16 State 12, Form W-2 Wage and Tax Statement 17 State income tax 18 Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 2

14 Beginning Workshop Return 7 Title: Beginning Workshop Return 7 Summary: In this lesson, you will learn the following: 1. Determine filing status; 2. Determine dependents; 3. Enter W-2 income; 4. Complete Schedule EIC and EIC worksheet; 5. Create e-file. Estimated completion time: 15 minutes Steps for Beginning Workshop Return 7 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Jeff McDaniel wants to file his tax return. Jeff has sole custody of his twin sons, Jack and James. He is the only person who can claim the boys for the earned income credit, and he has never had the credit reduced or disallowed. His address is 1698 Ridge Drive, Lindale, GA His daytime phone number is (706) , and the evening number is (706) His date of birth is August 27, His twin sons date of birth is May 1, Jeff worked full-time at Richard B. Russell Airport as a mechanic. Jeff would like to electronically file this return and receive a paper check. His PIN is and he wants you to enter it. Jeff receives health care from his employer. He also carries health insurance for James and Jack through his employer. JEFF HAYDEN MCDANIEL 107-XX-XXXX JAMES ROBERT MCDANIEL 405-XX-XXXX 1

15 Beginning Workshop Return 7 JACK RANDOLPH MCDANIEL 404-XX-XXXX A Control number OMB No B Employer Identification Number 01-9XXXXXX C Employer s name, address, and ZIP code Richard B. Russell Airport 1899 Airport Road Armuchee, GA D Employee s social security number 107-XX-XXXX E Employee s name, address, and ZIP code Jeff McDaniel 1698 Ridge Drive Lindale, GA Wages, tips, other 2 Federal income tax withheld compensation 20, , Social security wages 4 Social security tax withheld 20, , Medicare wages and tips 6 Medicare tax withheld 20, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State GA Employer s State ID no. 01-9XXXXXX 16 State 20, Form W-2 Wage and Tax Statement 17 State income tax 18 Locality name 19 Local Department of the Treasury Internal Revenue Service Center 20 Local Income tax 2

16 Beginning Workshop Return 8 Title: Beginning Workshop Return 8 Summary: In this lesson, you will learn the following: 1. Enter W-2 income; 2. Complete Schedule EIC and EIC worksheet; 3. Tuition and Fees Deduction; 4. Create e-file. Average completion time: 15 minutes Steps for Beginning Workshop Return 8 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Clancy Holmes is a single taxpayer with no dependents. He resides at 18 Green Street, Silver Creek, GA His daytime phone number is (706) His date of birth is September 22, Clancy is a student and works part-time at Walmart as a stocker. His tuition and fees are 3, He has never received the earned income credit. Clancy would like to electronically file this return and receive a paper check. His PIN is and he wants to enter it. Clancy will need to check to see if they have any exemptions or calculate the amount of his shared responsibility payment. CLANCY THOMAS HOLMES 108-XX-XXXX 1

17 Beginning Workshop Return 8 A Control number OMB No B Employer Identification Number 02-0XXXXXX C Employer s name, address, and ZIP code Walmart 1999 Redmond Circle Rome, GA D Employee s social security number 108-XX-XXXX E Employee s name, address, and ZIP code Clancy T. Holmes 18 Green Street Silver Creek, GA Wages, tips, other 2 Federal income tax withheld compensation 9, Social security wages 4 Social security tax withheld 9, Medicare wages and tips 6 Medicare tax withheld 9, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State GA Employer s State ID no. 02-0XXXXXX 16 State 9, Form W-2 Wage and Tax Statement 17 State income tax 18 Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 2

18 Beginning Workshop Return 9 Title: Beginning Workshop Return 9 Summary: In this lesson, you will learn the following: 1) Create a return with multiple W-2s; 2) Enter student loan interest; 3) Figure Child and Dependent Care credit; 4) Complete the Additional Child Tax Credit Worksheet; 5) Create the e-file. Average completion time: 50 minutes Steps for Beginning Workshop Return 9 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Timothy and Angela Hammill were married all year and want to file a joint return. Timothy is employed in San Marcos as a teacher. He also has a part-time job as a security officer. Angela is employed at Palomar College as a receptionist. Their home telephone number is (890) During the year, Angela paid interest on her student loans in the amount of She would like to take the student loan interest deduction if she qualifies. Timothy s birth date is November 13, 1971, and Angela s is December 15, Timothy and Angela have seven children. They are claiming all of the children as dependents on their return. Below are the children s birth dates. Mark...August 12, 1993 Maggie...August 12, 1993 Samuel...July 14, 1995 Emily...May 17, 1997 Sarah...March 2, 1999 Madison...September 27, 2002 Jason...September 27, 2002 Over the summer when the children were out of school, Timothy and Angela enrolled them in the local day care, Toddler s Paradise. The EIN is and the address is 541 Summer Lane, San Marcos, CA The couple paid a total of 2, for all the children to attend day care for the summer months. They want to e-file, and will either mail a check or like the refund check mailed. Timothy s PIN is and Angela s is They want you to enter it. Both Timothy and Angela have received health care benefits from their employers. Timothy carries his dependents health care benefits through his employer. 1

19 Beginning Workshop Return 9 TIMOTHY RAY HAMMILL 109-XX-XXXX MARK ADAM HAMMILL 407-XX-XXXX ANGELA DENISE HAMMILL 406-XX-XXXX MAGGIE ANN HAMMILL 408-XX-XXXX SAMUEL ISAAC HAMMILL 409-XX-XXXX EMILY LEIGH HAMMILL 410-XX-XXXX SARAH ELAINE HAMMILL 411-XX-XXXX MADISON PAT HAMMILL 412-XX-XXXX JASON HENRY HAMMILL 413-XX-XXXX 2

20 Beginning Workshop Return 9 A Control number OMB No B Employer Identification Number 02-1XXXXXX C Employer s name, address, and ZIP code San Marcos Unified School District 1 Civic Center Drive San Marcos, CA D Employee s social security number 109-XX-XXXX E Employee s name, address, and ZIP code Timothy R. Hammill 890 Santa Cruz Way Vista, CA State CA Employer s State ID no. 02-1XXXXXX 16 State 18, Form W-2 Wage and Tax Statement 1 Wages, tips, other 2 Federal income tax withheld compensation 18, , Social security wages 4 Social security tax withheld 18, Medicare wages and tips 6 Medicare tax withheld 18, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other SDI State income tax Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 3

21 Beginning Workshop Return 9 A Control number OMB No B Employer Identification Number 02-2XXXXXX C Employer s name, address, and ZIP code Security Services, Inc Harper Blvd. Poway, CA D Employee s social security number 109-XX-XXXX E Employee s name, address, and ZIP code Timothy R. Hammill 890 Santa Cruz Way Vista, CA State CA Employer s State ID no. 02-2XXXXXX 16 State 6, Form W-2 Wage and Tax Statement 1 Wages, tips, other 2 Federal income tax withheld compensation 6, Social security wages 4 Social security tax withheld 6, Medicare wages and tips 6 Medicare tax withheld 6, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other SDI State income tax Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 4

22 Beginning Workshop Return 9 A Control number OMB No B Employer Identification Number 02-3XXXXXX C Employer s name, address, and ZIP code Palomar College 1140 Mission Avenue San Marcos, CA D Employee s social security number 406-XX-XXXX E Employee s name, address, and ZIP code Angela D. Hammill 890 Santa Cruz Way Vista, CA State CA Employer s State ID no. 02-3XXXXXX 16 State 14, Form W-2 Wage and Tax Statement 1 Wages, tips, other 2 Federal income tax withheld compensation 14, , Social security wages 4 Social security tax withheld 14, Medicare wages and tips 6 Medicare tax withheld 14, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other SDI State income tax Locality name 19 Local 20 Local Income tax Department of the Treasury Internal Revenue Service Center 5

23 Beginning Workshop Return 10 Title: Beginning Workshop Return 10 Summary: In this lesson, you will learn the following: 1. Select correct filing status; 2. Enter W-2 income; 3. Create the e-file. Average completion time: 15 minutes Steps for Beginning Workshop Return 10 Start a new return using the Social Security number shown on the scenario. You can use your company s EFIN for XX-XXXX. Otherwise, use a unique number agreed upon by your company. Richard Cobb has not lived with his wife, Ellen Cobb, since May of this tax year, but they are not legally separated. Richard does not want to file a joint return. Ellen s Social Security number is 414-XX-XXXX. Ellen will not be itemizing her deductions on her tax return. Richard s date of birth is August 3, He is a salesperson at Honda of Rome. He would like to electronically file his return and receive a paper check. If he owes, he will mail a check. His PIN is and he wants to enter it. His home telephone number is (706) Richard has received health care benefits from his employer. RICHARD CHARLES COBB 110-XX-XXXX 1

24 Beginning Workshop Return 10 A Control number OMB No B Employer Identification Number 02-4XXXXXX C Employer s name, address, and ZIP code Honda of Rome 26 Broad Street Rome, GA D Employee s social security number 110-XX-XXXX E Employee s name, address, and ZIP code Richard Cobb 100 River Road Lindale, GA Wages, tips, other 2 Federal income tax withheld compensation 32, , Social security wages 4 Social security tax withheld 32, , Medicare wages and tips 6 Medicare tax withheld 32, Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 13 Statutory Employee Pension Plan 12a See instructions for box 12 Code 12b Code 12c Code 12d Code Third-party Sick pay 14 Other 15 State GA Employer s State ID no. 02-4XXXXXX 16 State 32, Form W-2 Wage and Tax Statement 17 State income tax 18 Locality name 19 Local 20 Local Income tax 2, Department of the Treasury Internal Revenue Service Center 2