Bring last year's tax return, real estate tax bills for the calendar year, proof of health insurance, W2 form, 1099 from social security, interest received form, dividends received form, brokers statements and any other forms marked for 2014 taxes.
A phone call, a handshake, a W2 form, and you are done.
Paying a worker by way of a Form 1099, rather than a W2 form, also doesn't automatically mean that they are an independent contractor.
Employers must also retain a copy of each wage and tax statement on the combined W2 form.
Clearly, the W2 form contains the bulk of the confidential information; in particular, it contains the person's income information for the particular position.
Ortega said that when the figures in her W2 form didn't match her year- to-date pay-stub figures, she decided to hire an accountant to audit her finances -- at her own expense.
HR managers, small business employers and tax professionals that are seeking a simple solution to correct W2 form errors can download this ezW2Correction software from halfpricesoft and try it for free before purchasing with no obligation.
Further more, since Bishop only claims one exemption on her W2 form, Clark thinks it would be a good idea for her to increase that number to three or four (this would include her mortgage interest deduction).
Many taxpayers wait until the last minute and then find they are missing a key W2 form or other financial information," said Pat Crorkin, assistant vice president of e-commerce at H&R Block.
SpeechWorks will be used initially with TALX's Employee Central(tm) solutions, adding an extremely friendly and flexible speech user interface to applications such as automated benefits enrollment, W2 form requests, personnel updates, and other human resources services.
Thousands of these employees, however, are likely to change their address without contacting Randstad; so when Randstad mails W2 forms for tax-filing purposes, the company receives thousands of requests for another W2 form from previous employees.
com)-- Designed with simplicity in mind, the new improved ezW2 software speeds up W2 form printing and efiling.