Fill in a Valid IRS W-3 Form Get Your IRS W-3 Now

Fill in a Valid IRS W-3 Form

The IRS W-3 form is a summary of all W-2 forms submitted by an employer for a tax year. It serves as a reconciliation of the total wages, tips, and other compensation paid to employees, along with the taxes withheld. This form is essential for ensuring accurate reporting to the IRS and helps maintain compliance with federal tax regulations.

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Common PDF Templates

Example - IRS W-3 Form

Attention:

You may file Forms W-2 and W-3 electronically on the SSA’s Employer W-2 Filing Instructions and Information web page, which is also accessible at www.socialsecurity.gov/employer. You can create fill-in versions of Forms W-2 and W-3 for filing with SSA. You may also print out copies for filing with state or local governments, distribution to your employees, and for your records.

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 2021-26 in

Internal Revenue Bulletin: 2021-21 | Internal Revenue Service (irs.gov) for more information.

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 W-2 and W-3, available at www.irs.gov/w2, for more information.

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 W-2 and W-3, which include a scannable Copy A for filing, go to IRS’ Online Ordering for Information Returns and Employer Returns page, or visit www.irs.gov/orderforms and click on Employer and Information returns. We’ll mail you the scannable forms and any other products you order.

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

 

 

For Official Use Only

 

 

 

 

 

OMB No. 1545-0008

 

941

Military

943

 

944

 

 

 

 

 

Kind

 

 

Hshld.

Medicare

of

 

CT-1

Employer

 

emp.

govt. emp.

 

 

 

 

 

(Check one)

None apply

501c non-govt.

Third-party

 

 

 

 

 

 

 

 

sick pay

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Check if

State/local

State/local 501c Federal govt.

non-501c

applicable)

 

 

 

 

 

 

 

 

 

 

 

 

c Total number of Forms W-2

 

d Establishment number

1 Wages, tips, other compensation

2 Federal income tax withheld

 

 

 

 

 

 

 

 

 

 

 

 

 

e Employer identification number (EIN)

3 Social security wages

4 Social security tax withheld

 

 

 

 

 

 

 

 

 

 

 

 

 

 

f Employer’s name

 

5

Medicare wages and tips

6 Medicare tax withheld

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7

Social security tips

8 Allocated tips

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9

 

 

10 Dependent care benefits

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11 Nonqualified plans

12a Deferred compensation

 

 

g Employer’s address and ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

h Other EIN used this year

 

13 For third-party sick pay use only

12b

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15 State

Employer’s state ID number

14 Income tax withheld by payer of third-party sick pay

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16 State wages, tips, etc.

 

17 State income tax

18 Local wages, tips, etc.

19 Local income tax

 

 

 

 

 

 

 

 

 

 

 

 

Employer’s contact person

 

 

Employer’s telephone number

For Official Use Only

 

 

 

 

 

 

 

 

 

 

 

 

Employer’s fax number

 

 

Employer’s email address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

Date

Form W-3 Transmittal of Wage and Tax Statements

2022

Department of the Treasury

Internal Revenue Service

Send this entire page with the entire Copy A page of Form(s) W-2 to the Social Security Administration (SSA). Photocopies are not acceptable. Do not send Form W-3 if you filed electronically with the SSA.

Do not send any payment (cash, checks, money orders, etc.) with Forms W-2 and W-3.

Reminder

Separate instructions. See the 2022 General Instructions for Forms

W-2 and W-3 for information on completing this form. Do not file Form

W-3 for Form(s) W-2 that were submitted electronically to the SSA.

Purpose of Form

Complete a Form W-3 transmittal only when filing paper Copy A of Form(s) W-2, Wage and Tax Statement. Don’t file Form W-3 alone. All paper forms must comply with IRS standards and be machine readable. Photocopies are not acceptable. Use a Form W-3 even if only one paper Form W-2 is being filed. Make sure both the Form W-3 and Form(s) W-2 show the correct tax year and employer identification number (EIN). Make a copy of this form and keep it with Copy D (For Employer) of Form(s) W-2 for your records. The IRS recommends retaining copies of these forms for 4 years.

E-Filing

The SSA strongly suggests employers report Form W-3 and Forms W-2 Copy A electronically instead of on paper. The SSA provides two free e-filing options on its Business Services Online (BSO) website.

W-2 Online. Use fill-in forms to create, save, print, and submit up to 50 Forms W-2 at a time to the SSA.

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 W-2 Electronically (EFW2).

W-2 Online fill-in forms or file uploads will be on time if submitted by January 31, 2023. For more information, go to www.SSA.gov/bso. First- time filers, select “Register”; returning filers, select “Log In.”

When To File Paper Forms

Mail Form W-3 with Copy A of Form(s) W-2 by January 31, 2023.

Where To File Paper Forms

Send this entire page with the entire Copy A page of Form(s) W-2 to:

Social Security Administration

Direct Operations Center

Wilkes-Barre, PA 18769-0001

Note: If you use “Certified Mail” to file, change the ZIP code to “18769-0002.” If you use an IRS-approved private delivery service, add “ATTN: W-2 Process, 1150 E. Mountain Dr.” to the address and change the ZIP code to “18702-7997.” See Pub. 15 (Circular E), Employer’s Tax Guide, for a list of IRS-approved private delivery services.

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 10159Y

Documents used along the form

The IRS W-3 form serves as a summary of all W-2 forms submitted by an employer for a given tax year. It plays a crucial role in reporting the total earnings and taxes withheld for employees. However, several other forms and documents accompany the W-3, each serving a specific purpose in the tax filing process. Below is a list of key documents often used alongside the W-3 form.

  • W-2 Form: This form reports an employee's annual wages and the amount of taxes withheld from their paycheck. Employers must provide a W-2 to each employee by January 31 of the following year.
  • 1099 Form: Used to report income received by non-employees, such as independent contractors. Various types of 1099 forms exist, including 1099-MISC and 1099-NEC, each serving different reporting purposes.
  • Form 941: This quarterly form reports income taxes, Social Security tax, and Medicare tax withheld from employee paychecks. Employers must file it four times a year, detailing their payroll tax liabilities.
  • Form 940: This annual form is used to report and pay federal unemployment taxes (FUTA). Employers file this form to ensure compliance with unemployment tax requirements.
  • Schedule C: For self-employed individuals, this form reports income and expenses from a business. It is attached to the individual's personal tax return, helping to determine net profit or loss.
  • Form 1040: This is the standard individual income tax return form used by U.S. taxpayers. It summarizes income, deductions, and credits to calculate the tax owed or refund due.
  • Mobile Home Bill of Sale Form: To ensure proper documentation of mobile home transfers, utilize the comprehensive guide to the Mobile Home Bill of Sale for accurate and legal transactions.
  • Form 1096: This is a summary form that accompanies certain information returns, including 1099s and W-2s, when filed on paper. It provides the IRS with a summary of all the forms submitted by an employer.

Understanding these documents is essential for employers and employees alike. Each form plays a vital role in ensuring accurate reporting and compliance with tax laws. Proper handling of these forms can prevent issues with the IRS and streamline the tax filing process.