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Taxpayer Data Summary for 2016

This document contains sensitive taxpayer data including wage and income transcripts, Form W-2, Form 5498, and Form 1099-G for taxpayer BER B PAGE with SSN XXX-XX-1016 for tax year 2017. The Form W-2 shows wages of $89,138, federal tax withheld of $17,636, and employer-sponsored health coverage costs of $6,573. The Form 5498 shows a fair market value of the individual retirement account of $4,864. The Form 1099-G shows a prior year state tax refund of $561.

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100% found this document useful (2 votes)
396 views3 pages

Taxpayer Data Summary for 2016

This document contains sensitive taxpayer data including wage and income transcripts, Form W-2, Form 5498, and Form 1099-G for taxpayer BER B PAGE with SSN XXX-XX-1016 for tax year 2017. The Form W-2 shows wages of $89,138, federal tax withheld of $17,636, and employer-sponsored health coverage costs of $6,573. The Form 5498 shows a fair market value of the individual retirement account of $4,864. The Form 1099-G shows a prior year state tax refund of $561.

Uploaded by

manuelkenzie10
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

This Product Contains Sensitive Taxpayer Data

Request Date: 05-14-2023


Response Date: 05-14-2023
Tracking Number: 104600922025

Wage and Income Transcript

SSN Provided: XXX-XX-1016


Tax Period Requested: December, 2017

Form W-2 Wage and Tax Statement

Employer:
Employer Identification Number (EIN):XXXXX6534
CASC
PO BOX

Employee:
Employee's Social Security Number:XXX-XX-1016
BER B PAGE
13852

Submission Type:.............................................Original document


Wages, Tips and Other Compensation:.................................$89,138.00
Federal Income Tax Withheld:........................................$17,636.00
Social Security Wages:..............................................$89,138.00
Social Security Tax Withheld:........................................$5,526.00
Medicare Wages and Tips:............................................$89,138.00
Medicare Tax Withheld:...............................................$1,292.00
Social Security Tips:....................................................$0.00
Allocated Tips:..........................................................$0.00
Dependent Care Benefits:.................................................$0.00
Deferred Compensation:...................................................$0.00
Code "Q" Nontaxable Combat Pay:..........................................$0.00
Code "W" Employer Contributions to a Health Savings Account:.............$0.00
Code "Y" Deferrals under a section 409A nonqualified Deferred Compensation
plan:....................................................................$0.00
Code "Z" Income under section 409A on a nonqualified Deferred Compensation
plan:....................................................................$0.00
Code "R" Employer's Contribution to MSA:.................................$0.00
Code "S" Employer's Contribution to Simple Account:......................$0.00
Code "T" Expenses Incurred for Qualified Adoptions:......................$0.00
Code "V" Income from exercise of non-statutory stock options:............$0.00
Code "AA" Designated Roth Contributions under a Section 401(k) Plan:.....$0.00
Code "BB" Designated Roth Contributions under a Section 403(b) Plan:.....$0.00
Code "DD" Cost of Employer-Sponsored Health Coverage:................$6,573.00
Code "EE" Designated ROTH Contributions Under a Governmental Section 457(b)
Plan:....................................................................$0.00
Code "FF" Permitted benefits under a qualified small employer health
reimbursement arrangement:...............................................$0.00
Third Party Sick Pay Indicator:.....................................Unanswered
Retirement Plan Indicator:..........................................Unanswered
Statutory Employee:.....................................Not Statutory Employee
W2 Submission Type:...................................................Original
W2 WHC SSN Validation Code:........................................Correct SSN

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:
Trustee/Issuer's Federal Identification Number (FIN):XXXXX8321
UMB
PO BOX

Participant:
Participant's Identification Number:XXX-XX-1016
BER B PAGE
PO BOX

Submission Type:.............................................Original document


Account Number (Optional):................................XXXXXXXXXXXXXXXX1591
IRA Contributions:.......................................................$0.00
Rollover Contributions:..................................................$0.00
Roth Conversion Amount:..................................................$0.00
Recharacterized Contributions:...........................................$0.00
Fair Market Value of Account:........................................$4,864.00
Life Insurance Cost Included in Box 1:...................................$0.00
SEP Code:..........................................................Not Checked
IRA Code:..............................................................Checked
Simple Code:.......................................................Not Checked
Roth IRA Code:.....................................................Not Checked
RMD For Subsequent Year:...................................RMD box not checked
RMD Date:...........................................................00-00-0000
Year:.....................................................................
Postponed Contribution Code:..........................................
Repayments Code:............................................................
Fair Market Value of certain specified assets:.............................N/A
SEP Contributions:.......................................................$0.00
SIMPLE Contributions:....................................................$0.00
Roth IRA Contributions:..................................................$0.00
Required Minimum Distribution Amount:....................................$0.00
Postponed Contributions:.................................................$0.00
Repayment of a qualified reservist distribution or federally designated
disaster withdrawal repayment:...........................................$0.00
Fair Market Value of Certain Specified Assets:...........................$0.00

Form 1099-G

Payer:
Payer's Federal Identification Number (FIN):XXXXX1960
OREG
955 CE

Recipient:
Recipient's Identification Number:XXX-XX-1016
PAGE
13852
Submission Type:.............................................Original document
Account Number (Optional):..................................XXXXXXXXXXXXXX2016
ATAA Payments:...........................................................$0.00
Tax Withheld:............................................................$0.00
Taxable Grants:..........................................................$0.00
Unemployment Compensation:...............................................$0.00
Agricultural Subsidies:..................................................$0.00
Prior Year Refund:.....................................................$561.00
Market gain on Commodity Credit Corporation loans repaid:................$0.00
Year of Refund:...........................................................2016
1099G Offset:..............Not Refund, Credit, or Offset for Trade or Business

This Product Contains Sensitive Taxpayer Data

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