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Christopher Phelps
Christopher Phelps, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 2710
Experience:  CPA, CFP, PFS, Tax Practitioner 21 Years, Member AICPA/CSCPA Tax/Financial Planning Committee Member
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Income with no W2

Customer Question

Though I haven't worked since spring 2003, I received a check in January of 2004 from my school district employer as a bonus for goals reached the prior school year. It was for 660.   Federal taxes and Medicare were taken out. I did not receive a W2. How do I report this income and taxes? Should I have received a W2? I also earned a little money this year as a tutor ($4855) and office assistant ($200) for which I was paid cash. Should this income be reported as business income or somewhere else?
Submitted: 11 years ago.
Category: Tax
Expert:  Christopher Phelps replied 11 years ago.
Assuming it was a bonus you were entitled to as a consequence of being an employee, yes they should issue you a W-2. I would contact the payroll department of your former employer and have them issue you one.

In the meantime you should consider extending your return until they issue it. Count the $660 as ordinary wage income (no withholding) and figure your tax liability accordingly. You will also owe your one-half of FICA ($54.67) which you should show as an additional tax.

If you absolutely need to file treat the income as "Other Income" and report on line 21 of your 1040. Also, fill out schedule SE and figure the self-employment tax due and report it also. I would however, recommend that you extend using form 4868 and wait for them to resolve the problem.
Christopher Phelps, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 2710
Experience: CPA, CFP, PFS, Tax Practitioner 21 Years, Member AICPA/CSCPA Tax/Financial Planning Committee Member
Christopher Phelps and 3 other Tax Specialists are ready to help you
Customer: replied 11 years ago.
thanks

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