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Form Instructions W-3 (PR) Carmel Indiana: What You Should Know

Downloading the Forms to Print for Your IRS Processing Center Follow the instructions and forms for W-1/W-2 from your IRS Processing Division. Review copies of required Forms W-2 and W-3 (for W-1 and W-2) from the Revenue Ranks of your IRS-approved payroll provider (e.g., SSA). Review the IRS' W-2 checklist to ensure that all copies are in order, with the correct forms, and have the correct number on them. Review forms for Form 709 — Withholding for Self-Employment Expenses The Form 940 Withholding for Self-Employment Expenses must be filed for a calendar year.  Your Form 940 Withheld for your Self-Employment Expenses should be filed each year  for which you file Form 940. Forms 940X (SCSI) and 940A (SCSI, B/E) Review Form 940X and Form 940A to ensure that they both accurately report the tax withheld for Self- Employment tax for the current year, your previous tax years, and previous tax years.  Form 940X must also verify that Form 9938 (Annual Information Summary) was submitted for the previous year. Read and review all the forms for the current tax year. Ensure that your Forms 940X and 940A accurately report Self-Employment taxes for the past year.  Do the following when processing your taxes for  self-employment: Review and edit Form 940 (SCSI) and Form 3947 (Budget Request) for the current tax year. Review all the Forms W-2/W-3 for the current tax year. Ensure that all the copies are in order, with the correct forms and numbers on them. Review and edit Form 942 and Form 1120B for the current tax year. Review your Form 940 for each year of your self- employment. Ensure that it correctly reports the information needed by Social Security and IRS for the past year. Review all the forms and follow the instructions from the IRS' W-2 checklist and the W-3 checklist to ensure that all copies are in order and accurate Social Security and IRS accept laser-printed forms as well as the electronic versions.

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