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Form Instructions W-3 (PR) online Bellevue Washington: What You Should Know

Do not complete the “Acknowledgements” section or Form I-9, Employer Identification Number, because you will need to refer to the instructions for those forms if they do not include those acknowledgements. To complete the form, select options 1, 2, 3 or 4 or all of the corresponding options. For more details about the form and how it works, see Instructions for Individual Income Tax Return and Employers Tax Return. To provide the information needed to determine whether the individual is an employed person, choose options 1-3 in the option boxes and fill in each option with the information provided on your tax return and tax slips. The option to add an address does not have to be completed. See instructions for Forms 1040-ESW and 1040-ES, for more. Fill down all the boxes except Enter Information. This may cost time but will save you time later. Enter the information as needed to determine whether the taxpayer is employed. Note: If required, include the taxpayers Social Security Number, or SSN The IRS does not allow taxpayers to enter Social Security numbers on its Forms W-2. To determine whether the taxpayer is an employee, the taxpayer may be required to complete an Additional Information Section (AIS) on W-2 (available at the bottom of the forms). This section is usually completed on a separate page from the tax return. If not, complete the AIS with information regarding the taxpayers income, deductions, and creditable employee health insurance contributions. The AIS can be a PDF document if the document is sent by mail. If the document is received by the IRS electronically, it may be on a computer screen. If you are having difficulties using the information provided in the AIS page, see the IRS Web page (IRS W-2 Application & Instructions). The AIS do not use the language on the taxpayers Form W-2. If there is no tax return available, enter the number of the tax return and then enter the tax year. This language applies to each of the other forms. Fill in Form 1, Schedule E. Follow the same instructions on Part 3 of Form W-2. Fill down all the boxes except Enter Information.

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