Form IT-2 "Summary of W-2 Statements" - New York

What Is Form IT-2?

Form IT-2, Summary of W-2 Statements, is a tax form that was released by the New York State Department of Taxation and Finance - a government authority operating within the state of New York. This is the latest version of the form released by the department and is applicable for filing 2019 taxes.

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Download Form IT-2 "Summary of W-2 Statements" - New York

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IT-2
Department of Taxation and Finance
Summary of W-2 Statements
New York State • New York City • Yonkers
Do not detach or separate the W-2 Records below. File Form IT-2 as an entire page with your return. See instructions on the back.
Box c Employer’s information
W-2 Record 1
Employer’s name
Box a Employee’s Social Security number
for this W-2 Record
Employer’s address
(number and street)
Box b Employer identification number (EIN)
City
State
ZIP code
Country
(if not United States)
Box 1 Wages, tips, other compensation
Box 12a Amount
Box 14a Amount
Code
Description
.
.
.
00
00
00
Box 8 Allocated tips
Box 12b Amount
Code
Box 14b Amount
Description
.
.
.
00
00
00
Box 10 Dependent care benefits
Box 12c Amount
Code
Box 14c Amount
Description
.
.
.
00
00
00
Box 11 Nonqualified plans
Box 12d Amount
Code
Box 14d Amount
Description
.
.
.
00
00
00
Corrected (W-2c)
Box 13 Statutory employee
Retirement plan
Third-party sick pay
Box 16a NYS wages, tips, etc.
Box 17a NYS income tax withheld
NY State information:
Box 15a
N Y
.
.
00
00
NY State
Box 16b Other state wages, tips, etc.
Box 17b Other state income tax withheld
Other state information:
Box 15b
.
.
00
00
other state
NYC and Yonkers
Box 18 Local wages, tips, etc.
Box 19 Local income tax withheld
Box 20 Locality name
information
:
(see instr.)
.00
.00
Locality a
Locality a
Locality a
.00
.00
Locality b
Locality b
Locality b
Do not detach.
Box c Employer’s information
W-2 Record 2
Employer’s name
Box a Employee’s Social Security number
Employer’s address
for this W-2 Record
(number and street)
Box b Employer identification number (EIN)
City
State
ZIP code
Country
(if not United States)
Box 1 Wages, tips, other compensation
Box 12a Amount
Code
Box 14a Amount
Description
.
.
.
00
00
00
Box 8 Allocated tips
Box 12b Amount
Code
Box 14b Amount
Description
.
.
.
00
00
00
Box 10 Dependent care benefits
Box 12c Amount
Box 14c Amount
Code
Description
.
.
.
00
00
00
Box 11 Nonqualified plans
Box 12d Amount
Code
Box 14d Amount
Description
.
.
.
00
00
00
Box 13 Statutory employee
Retirement plan
Third-party sick pay
Corrected (W-2c)
Box 16a NYS wages, tips, etc.
Box 17a NYS income tax withheld
NY State information:
Box 15a
N Y
.
.
00
00
NY State
Box 16b Other state wages, tips, etc.
Box 17b Other state income tax withheld
Other state information:
Box 15b
.
.
00
00
other state
NYC and Yonkers
Box 18 Local wages, tips, etc.
Box 19 Local income tax withheld
Box 20 Locality name
information
:
(see instr.)
.00
.00
Locality a
Locality a
Locality a
.00
.00
Locality b
Locality b
Locality b
102001190094
IT-2
Department of Taxation and Finance
Summary of W-2 Statements
New York State • New York City • Yonkers
Do not detach or separate the W-2 Records below. File Form IT-2 as an entire page with your return. See instructions on the back.
Box c Employer’s information
W-2 Record 1
Employer’s name
Box a Employee’s Social Security number
for this W-2 Record
Employer’s address
(number and street)
Box b Employer identification number (EIN)
City
State
ZIP code
Country
(if not United States)
Box 1 Wages, tips, other compensation
Box 12a Amount
Box 14a Amount
Code
Description
.
.
.
00
00
00
Box 8 Allocated tips
Box 12b Amount
Code
Box 14b Amount
Description
.
.
.
00
00
00
Box 10 Dependent care benefits
Box 12c Amount
Code
Box 14c Amount
Description
.
.
.
00
00
00
Box 11 Nonqualified plans
Box 12d Amount
Code
Box 14d Amount
Description
.
.
.
00
00
00
Corrected (W-2c)
Box 13 Statutory employee
Retirement plan
Third-party sick pay
Box 16a NYS wages, tips, etc.
Box 17a NYS income tax withheld
NY State information:
Box 15a
N Y
.
.
00
00
NY State
Box 16b Other state wages, tips, etc.
Box 17b Other state income tax withheld
Other state information:
Box 15b
.
.
00
00
other state
NYC and Yonkers
Box 18 Local wages, tips, etc.
Box 19 Local income tax withheld
Box 20 Locality name
information
:
(see instr.)
.00
.00
Locality a
Locality a
Locality a
.00
.00
Locality b
Locality b
Locality b
Do not detach.
Box c Employer’s information
W-2 Record 2
Employer’s name
Box a Employee’s Social Security number
Employer’s address
for this W-2 Record
(number and street)
Box b Employer identification number (EIN)
City
State
ZIP code
Country
(if not United States)
Box 1 Wages, tips, other compensation
Box 12a Amount
Code
Box 14a Amount
Description
.
.
.
00
00
00
Box 8 Allocated tips
Box 12b Amount
Code
Box 14b Amount
Description
.
.
.
00
00
00
Box 10 Dependent care benefits
Box 12c Amount
Box 14c Amount
Code
Description
.
.
.
00
00
00
Box 11 Nonqualified plans
Box 12d Amount
Code
Box 14d Amount
Description
.
.
.
00
00
00
Box 13 Statutory employee
Retirement plan
Third-party sick pay
Corrected (W-2c)
Box 16a NYS wages, tips, etc.
Box 17a NYS income tax withheld
NY State information:
Box 15a
N Y
.
.
00
00
NY State
Box 16b Other state wages, tips, etc.
Box 17b Other state income tax withheld
Other state information:
Box 15b
.
.
00
00
other state
NYC and Yonkers
Box 18 Local wages, tips, etc.
Box 19 Local income tax withheld
Box 20 Locality name
information
:
(see instr.)
.00
.00
Locality a
Locality a
Locality a
.00
.00
Locality b
Locality b
Locality b
102001190094
IT-2 (2019) (back)
Instructions
General instructions
Boxes 14a through 14d – Enter the amount(s) and description(s),
if any, shown in box 14 of federal Form W-2 (such as 414(h) or
Who must file this form – You must complete Form IT-2, Summary
IRC 125 contributions, union dues, or uniform allowances, etc.). If
of W-2 Statements, if you file a New York State (NYS) income
there are more than four amounts and descriptions, see Multiple
tax return and you received federal Form(s) W-2, Wage and Tax
W-2 Records for one federal Form W-2 above.
Statement. Complete one W-2 Record section for each federal
Form W-2 you (and if filing jointly, your spouse) received even if your
Boxes 15a through 17a (NYS only) – Complete only for New
federal Form W-2 does not show any NYS, New York City (NYC), or
York State wage and withholding information (the corresponding
Yonkers wages or tax withheld.
box 15a has been prefilled with NY). Enter in box 16a the New York
State wages exactly as reported on federal Form W-2. Enter in box
If you received foreign earned income but did not receive a federal
17a the NYS withholding, labeled as State income tax on federal
Form W-2 you must also complete Form IT-2. Foreign earned
Form W-2. If you have no New York State wages or withholding,
income includes, but is not limited to salaries, wages, commissions,
leave boxes 16a and 17a blank.
bonuses, professional fees, certain noncash income, and
allowances or reimbursements.
Boxes 15b through 17b (Other state information) – If the federal
Form W-2 has wages and withholding for a state other than New
Specific instructions
York, complete boxes 15b, 16b, and 17b with the corresponding W-2
box information for the other state information only.
How to complete each W-2 Record – each box in the W-2 Record
corresponds to a similarly named or numbered box or area on
Boxes 18 through 20 (NYC or Yonkers only) – Complete the
federal Form W-2. Enter the amount, code, or description provided
locality boxes 18 through 20 only for NYC or Yonkers (or both)
on your federal Form W-2 in the corresponding boxes in the
wages and withholding, if reported on federal Form W-2. Do not
W-2 Record. Enter only the information requested on Form IT-2.
enter locality information from any other state. If applicable, enter
Complete additional Forms IT-2 if necessary.
in the Locality a boxes the local wages, income tax, and locality
name (write NYC for New York City or Yonkers for Yonkers)
Multiple W-2 Records for one federal Form W-2 – If your
from Form W-2. To report both localities, enter the other local
federal Form W-2 shows more than four items in box 12 or box 14,
wages, income tax, and locality name (NYC or Yonkers) in the
complete an additional W-2 Record. Fill in boxes a, b, and c with the
Locality b boxes.
same information as on the first W-2 Record for the same federal
Form W-2. Then enter the additional items in box 12 or box 14. Do
Transfer the tax withheld amounts to your income tax return.
not fill in additional W-2 Records to report withholding by more than
Include the total NYS tax withheld amounts, the total NYC tax
one other state for the same wages.
withheld amounts, and the total Yonkers tax withheld amounts from
all your Form(s) IT-2 as follows:
Entering whole dollar amounts – When entering amounts, enter
whole dollar amounts only (zeros have been preprinted). Use the
• NYS tax withheld – Include on Form IT-201, line 72; Form IT-203,
following rounding rules when entering your amounts; drop amounts
line 62; or Form IT-205, line 34.
below 50 cents and increase amounts from 50 to 99 cents to the
• NYC tax withheld – Include on Form IT-201, line 73;
next dollar. For example, $1.39 becomes $1 and $2.50 becomes $3.
Form IT-203, line 63; or Form IT-205, line 35.
Enter in box a your entire 9-digit SSN (or your spouse’s SSN)
• Yonkers tax withheld – Include on Form IT-201, line 74;
depending on whose federal Form W-2 it is. Enter in boxes b and
Form IT-203, line 64; or Form IT-205, line 36.
c the EIN and employer’s name and address (including ZIP code)
Submit Form(s) IT-2 (as an entire page; do not separate records;
as they appear on the federal Form W-2. Filers with foreign earned
however, you do not need to submit instructions from the back
income: if the employer’s identification number exceeds the space
page) with your New York State income tax return. Do not submit
allowed, leave box b blank.
your federal Form(s) W-2; keep them for your records. See the
Box 1 – Enter federal wages, tips, and other compensation shown in
instructions for Form IT-201, IT-203, or IT-205 for information on
Box 1 of federal Form W-2.
assembling your return.
Boxes 8, 10, and 11 – If applicable, enter the amounts from
federal Form W-2 for allocated tips, dependent care benefits, and
nonqualified plans.
Boxes 12a through 12d – Enter the amount(s) and code(s), if
any, shown in the corresponding boxes on federal Form W-2 (such
as code J, nontaxable sick pay, or code AA, designated Roth
contributions under a section 401(k) plan, etc.). If there are more
than four coded amounts, see Multiple W-2 Records for one federal
Form W-2 above.
Box 13 – If your federal Form W-2 has a check mark in any of the
following boxes: Statutory employee, Retirement plan, or Third-party
sick pay, mark an X in the corresponding box of the W-2 Record.
Otherwise, leave blank.
Corrected (W-2c) box – Mark an X in this box if the W-2 Record
is for a federal Form W-2c, Corrected Wage and Tax Statement.
Enter the corrected information from the W-2c in addition to all other
requested information from your federal Form W-2.
102002190094
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