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Attention:
You may file Forms
The maximum amount of dependent care assistance benefits excludable from income may be increased for 2021. The American Rescue Plan Act of 2021 permits employers to increase the amount of dependent care benefits under their plans that can be excluded from an employee’s income from $5,000 ($2,500 for married filing separately) to up to $10,500 ($5,250 for married filing separately). See section C of Notice
Internal Revenue Bulletin:
Note: Copy A of this form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. The official printed version of this IRS form is scannable, but the online version of it, printed from this website, is not. Do not print and file Copy A downloaded from this website with the SSA; a penalty may be imposed for filing forms that can’t be scanned. See the penalties section in the current General Instructions for Forms
Please note that Copy B and other copies of this form, which appear in black, may be downloaded, filled in, and printed and used to satisfy the requirement to provide the information to the recipient.
To order official IRS information returns such as Forms
See IRS Publications 1141, 1167, and 1179 for more information about printing these tax forms.
DO NOT STAPLE
33333
b
Kind of Payer
(Check one)
a Control number |
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For Official Use Only ▶ |
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OMB No. |
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941 |
Military |
943 |
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944 |
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Kind |
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Medicare |
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emp. |
govt. emp. |
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None apply |
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sick pay |
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applicable) |
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c Total number of Forms |
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e Employer identification number (EIN) |
3 Social security wages |
4 Social security tax withheld |
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f Employer’s name |
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Medicare wages and tips |
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7 |
Social security tips |
8 Allocated tips |
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10 Dependent care benefits |
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11 Nonqualified plans |
12a Deferred compensation |
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g Employer’s address and ZIP code |
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h Other EIN used this year |
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15 State |
Employer’s state ID number |
14 Income tax withheld by payer of |
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16 State wages, tips, etc. |
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17 State income tax |
18 Local wages, tips, etc. |
19 Local income tax |
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Employer’s contact person |
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Employer’s fax number |
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Employer’s email address |
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Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true, correct, and complete.
Signature ▶ |
Title ▶ |
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Date ▶ |
Form |
2022 |
Department of the Treasury |
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Internal Revenue Service |
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Send this entire page with the entire Copy A page of Form(s)
Do not send any payment (cash, checks, money orders, etc.) with Forms
Reminder
Separate instructions. See the 2022 General Instructions for Forms
Purpose of Form
Complete a Form
The SSA strongly suggests employers report Form
•
•File Upload. Upload wage files to the SSA you have created using payroll or tax software that formats the files according to the SSA’s Specifications for Filing Forms
When To File Paper Forms
Mail Form
Where To File Paper Forms
Send this entire page with the entire Copy A page of Form(s)
Social Security Administration
Direct Operations Center
Note: If you use “Certified Mail” to file, change the ZIP code to
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10159Y
Document Information
| Fact Name | Description |
|---|---|
| Purpose | The IRS W-3 form is used to transmit wage and tax statements (Form W-2) to the Social Security Administration (SSA). |
| Filing Requirement | Employers must file Form W-3 if they are submitting one or more Form W-2s for their employees. |
| Deadline | The deadline for filing Form W-3 is typically January 31 of the year following the tax year. |
| Information Included | Form W-3 includes total wages paid, taxes withheld, and the number of W-2 forms being submitted. |
| Electronic Filing | Employers can file Form W-3 electronically through the SSA's Business Services Online (BSO) portal. |
| State-Specific Forms | Some states require their own versions of the W-3 form, governed by state-specific tax laws. |
| Record Keeping | Employers should keep copies of Form W-3 and W-2 for at least four years for record-keeping purposes. |
IRS W-3 - Usage Guidelines
Once you have gathered the necessary information, you can begin filling out the IRS W-3 form. This form is essential for summarizing the information from all W-2 forms you have issued to your employees. After completing the W-3, you will submit it to the IRS along with the corresponding W-2 forms. Follow these steps to ensure accurate completion of the form.
- Obtain the W-3 form. You can download it from the IRS website or request a physical copy.
- Fill in your employer information. Provide your name, address, and Employer Identification Number (EIN) in the designated fields.
- Enter the total number of W-2 forms. In the box labeled "Number of Forms W-2," indicate how many W-2 forms you are submitting.
- Report the total wages and taxes. Fill in the total amount of wages, tips, and other compensation in the appropriate box. Include the total federal income tax withheld from all W-2 forms.
- Complete the state and local tax information. If applicable, provide details about state wages and state tax withheld. Include any local tax information as well.
- Sign and date the form. Ensure that the form is signed by an authorized person, and include the date of signing.
- Make copies for your records. Before submitting, keep copies of the W-3 and W-2 forms for your records.
- Submit the form. Send the completed W-3 along with the W-2 forms to the IRS by the specified deadline.
Common PDF Forms
CBP Declaration Form 6059B - The form allows for the declaration of multiple travelers in one family unit.
For those looking to formalize their separation, understanding the components of a Marital Separation Agreement is vital. This form outlines the responsibilities and rights of each spouse during this transitional time. You can find an informative guide on this topic at the comprehensive Marital Separation Agreement details.
U.S. Corporation Income Tax Return - Filing Form 1120 accurately ensures compliance with federal tax laws and regulations.
California Corrective Deed - It provides evidence of conscientious drafting practices.
Dos and Don'ts
When completing the IRS W-3 form, it is important to follow specific guidelines to ensure accuracy and compliance. Here are some key do's and don'ts to consider:
- Do double-check all information for accuracy before submitting the form.
- Do ensure that the totals on the W-3 match the totals on your W-2 forms.
- Do use black ink and legible handwriting or type the information to avoid any confusion.
- Do keep a copy of the W-3 for your records after submission.
- Don't leave any required fields blank; all sections must be filled out completely.
- Don't forget to sign and date the form before sending it to the IRS.
- Don't submit the W-3 without ensuring that it is attached to the corresponding W-2 forms.
Common mistakes
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Incorrect Employer Identification Number (EIN): One of the most common mistakes is entering an incorrect EIN. This number is crucial for the IRS to identify your business accurately.
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Missing or Incorrect Business Name: Failing to match the business name with the IRS records can lead to processing delays. Ensure that the name is spelled correctly and matches the name associated with the EIN.
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Inaccurate Total Wages: Reporting incorrect total wages can result in penalties. Double-check the figures from your W-2 forms to ensure accuracy.
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Omitting the Number of W-2 Forms: Forgetting to indicate how many W-2 forms are being submitted is a frequent oversight. This information helps the IRS reconcile the forms submitted by employers.
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Failure to Sign the Form: A signature is required to validate the W-3 form. Submitting it without a signature can lead to rejection by the IRS.
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Using Incorrect Tax Year: Ensure that the tax year indicated on the form matches the year for which you are filing. Using the wrong year can cause confusion and delays.
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Neglecting to Check for Errors: Rushing through the form can lead to simple mistakes. Take the time to review all entries for accuracy before submission.
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Not Keeping Copies: Failing to retain copies of the W-3 form and W-2 forms for your records can lead to complications later. It’s important to keep these documents for at least four years.