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W2 Taco Bell

The document is a Form W-2 Wage and Tax Statement for the year 2024, detailing the wages, tips, and other compensation for employee Juan Garcia from Desert De Oro Foods, Inc. It includes information on federal and state taxes withheld, social security wages, and Medicare wages. Additionally, it provides instructions for the employee regarding tax filing and eligibility for credits such as the Earned Income Tax Credit (EITC).

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0% found this document useful (0 votes)
19 views3 pages

W2 Taco Bell

The document is a Form W-2 Wage and Tax Statement for the year 2024, detailing the wages, tips, and other compensation for employee Juan Garcia from Desert De Oro Foods, Inc. It includes information on federal and state taxes withheld, social security wages, and Medicare wages. Additionally, it provides instructions for the employee regarding tax filing and eligibility for credits such as the Earned Income Tax Credit (EITC).

Uploaded by

headmd77
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Copy B – To Be Filed With Employee’s Copy 2 – To Be Filed With Employee’s State,

FEDERAL Tax Return OMB No. 1545-0008 City, or Local Income Tax Return OMB No. 1545-0008
a Employee’s social security number 1 Wages, tips and other compensation 2 Federal income tax withheld a Employee’s social security number 1 Wages, tips and other compensation 2 Federal income tax withheld
2,500.80 553-89-2336 2,500.80
553-89-2336
3 Social security wages 4 Social security taxes withheld 3 Social security wages 4 Social security taxes withheld

b Employer’s identification number (EIN)


2,500.80 155.06 b Employer’s identification number (EIN)
2,500.80 155.06
5 Medicare wages and tips 6 Medicare tax withheld 5 Medicare wages and tips 6 Medicare tax withheld
86-0418856 86-0418856
2,500.80 36.27 2,500.80 36.27
c Employer’s name, address and ZIP code c Employer’s name, address and ZIP code
DESERT DE ORO FOODS, INC DESERT DE ORO FOODS, INC
PO BOX 3839 PO BOX 3839

KINGMAN AZ 86402 KINGMAN AZ 86402


d Control Number d Control Number

e Employee’s name, address and ZIP code Suff. e Employee’s name, address and ZIP code Suff.
Juan Garcia Juan Garcia
2528 Dana St Apt 1 2528 Dana St Apt 1
Berkeley, CA 94704 Berkeley, CA 94704
Page AZ 86040 Page AZ 86040

7 Social security tips 8 Allocated tips 9 7 Social security tips 8 Allocated tips 9

10 Dependent care benefits 11 Nonqualified plans 12a Code See instructions for box 12 10 Dependent care benefits 11 Nonqualified plans 12a Code See instructions for box 12

13 Statutory employee 14 Other 12b 13 Statutory employee 14 Other 12b


N N
Retirement Plan 12c Retirement Plan 12c
N N
Third party sick pay 12d Third party sick pay 12d
N N
AZ 86-0418856 2,500.80 25.01 AZ 86-0418856 2,500.80 25.01
15 State Employer’s state I.D. number 16 State wages, tips, etc. 17 State income tax. 15 State Employer’s state I.D. number 16 State wages, tips, etc. 17 State income tax.

18 Local wages, tips, etc. 19 Local income tax. 20 Locality name 18 Local wages, tips, etc. 19 Local income tax. 20 Locality name

Form W-2 Wages and Tax Statement 2024 Dept of the Treasury – IRS Form W-2 Wages and Tax Statement
2024 Dept of the Treasury – IRS

This information is being furnished to the Internal Revenue Service.

Copy C – For EMPLOYEE’S RECORDS (See Copy 2 – To Be Filed With Employee’s State,
Notice To Employee on the back of Copy B.) OMB No. 1545-0008 City, or Local Income Tax Return OMB No. 1545-0008
a Employee’s social security number 1 Wages, tips and other compensation 2 Federal income tax withheld a Employee’s social security number 1 Wages, tips and other compensation 2 Federal income tax withheld
2,500.80 553-89-2336 2,500.80
553-89-2336
3 Social security wages 4 Social security taxes withheld 3 Social security wages 4 Social security taxes withheld

b Employer’s identification number (EIN) 2,500.80 155.06 b Employer’s identification number (EIN)
2,500.80 155.06
5 Medicare wages and tips 6 Medicare tax withheld 5 Medicare wages and tips 6 Medicare tax withheld
86-0418856 86-0418856
2,500.80 36.27 2,500.80 36.27
c Employer’s name, address and ZIP code c Employer’s name, address and ZIP code
DESERT DE ORO FOODS, INC DESERT DE ORO FOODS, INC
PO BOX 3839 PO BOX 3839

KINGMAN AZ 86402 KINGMAN AZ 86402

d Control Number d Control Number

e Employee’s name, address and ZIP code Suff. e Employee’s name, address and ZIP code Suff.
Juan Garcia Juan Garcia
2528 Dana St Apt 1 2528 Dana St Apt 1
Berkeley, CA 94704 Berkeley, CA 94704
Page AZ 86040 Page AZ 86040

7 Social security tips 8 Allocated tips 9 7 Social security tips 8 Allocated tips 9

10 Dependent care benefits 11 Nonqualified plans 12a Code See instructions for box 12 10 Dependent care benefits 11 Nonqualified plans 12a Code See instructions for box 12

13 Statutory employee 14 Other 12b 13 Statutory employee 14 Other 12b


N N
Retirement Plan 12c Retirement Plan 12c
N N
Third party sick pay 12d Third party sick pay 12d
N N
AZ 86-0418856 2,500.80 25.01 AZ 86-0418856 2,500.80 25.01
15 State Employer’s state I.D. number 16 State wages, tips, etc. 17 State income tax. 15 State Employer’s state I.D. number 16 State wages, tips, etc. 17 State income tax.

18 Local wages, tips, etc. 19 Local income tax. 20 Locality name 18 Local wages, tips, etc. 19 Local income tax. 20 Locality name
Form W-2 Wages and Tax Statement
2024 Dept of the Treasury – IRS Form W-2 Wages and Tax Statement
2024 Dept of the Treasury – IRS
This information is being furnished to the Internal Re ce. If you are required to file a tax return, a negligence
penalty or other sanction may be imposed on you if this income is taxable and you fail to report it.
Notice to Employee
Do you have to file? Refer to the Form 1040 instructions to determine if you are required to file a tax return. Even if you don’t have to file a tax return,
you may be eligible for a refund if box 2 shows an amount or if you are eligible for any credit.
Earned income tax credit (EITC). You may be able to take the EITC for 2024 if your adjusted gross income (AGI) is less than a certain amount. The
amount of the credit is based on income and family size. Workers without children could qualify for a smaller credit. You and any qualifying children must
have valid social security numbers (SSNs). You can’t take the EITC if your investment income is more than the specified amount for 2024 or if income is
earned for services provided while you were an inmate at a penal institution. For 2024 income limits and more information, visit www.irs.gov/EITC. See
also Pub. 596. Any EITC that is more than your tax liability is refunded to you, but only if you file a tax return.
Employee’s social security number (SSN). For your protection, this form may show only the last four digits of your SSN. However, your employer has
reported your complete SSN to the IRS and the Social Security Administration (SSA).
Clergy and religious workers. If you aren’t subject to social security and Medicare taxes, see Pub. 517.
Corrections. If your name, SSN, or address is incorrect, correct Copies B, C, and 2 and ask your employer to correct your employment record. Be sure
to ask the employer to file Form W-2c, Corrected Wage and Tax Statement, with the SSA to correct any name, SSN, or money amount error reported to
the SSA on Form W-2. Be sure to get your copies of Form W-2c from your employer for all corrections made so you may file them with your tax return. If
your name and SSN are correct but aren’t the same as shown on your social security card, you should ask for a new card that displays your correct
name at any SSA office or by calling 800-772-1213. You may also visit the SSA website at www.SSA.gov.
Cost of employer-sponsored health coverage (if such cost is provided by the employer). The reporting in box 12, using code DD, of the cost of
employer-sponsored health coverage is for your information only. The amount reported with code DD is not taxable.
Credit for excess taxes. If you had more than one employer in 2024 and more than $10,453.20 in social security and/or Tier 1 railroad retirement
(RRTA) taxes were withheld, you may be able to claim a credit for the excess against your federal income tax. See the Form 1040 instructions. If you
had more than one railroad employer and more than $6,129.90 in Tier 2 RRTA tax was withheld, you may be able to claim a refund on Form 843. See
the Instructions for Form 843.
Instructions for Employee:
Box 1. Enter this amount on the wages line of your tax return.
Box 2. Enter this amount on the federal income tax withheld line of your tax return.
Box 5. You may be required to report this amount on Form 8959. See the Form 1040 instructions to determine if you are required to complete Form
8959.
Box 6. This amount includes the 1.45% Medicare tax withheld on all Medicare wages and tips shown in box 5, as well as the 0.9% Additional Medicare
Tax on any of those Medicare wages and tips above $200,000.
Box 8. This amount is not included in box 1, 3, 5, or 7. For information on how to report tips on your tax return, see the Form 1040 instructions.
You must file Form 4137 with your income tax return to report at least the allocated tip amount unless you can prove with adequate records that you
received a smaller amount. If you have records that show the actual amount of tips you received, report that amount even if it is more or less than the
allocated tips. Use Form 4137 to figure the social security and Medicare tax owed on tips you didn’t report to your employer. Enter this amount on the
wages line of your tax return. By filing Form 4137, your social security tips will be credited to your social security record (used to figure your benefits).
Box 10. This amount includes the total dependent care benefits that your employer paid to you or incurred on your behalf (including amounts from a
section 125 (cafeteria) plan). Any amount over your employer’s plan limit is also included in box 1. See Form 2441.
Box 11. This amount is (a) reported in box 1 if it is a distribution made to you from a nonqualified deferred compensation or nongovernmental section
457(b) plan, or (b) included in box 3 and/or box 5 if it is a prior year deferral under a nonqualified or section 457(b) plan that became taxable for social
security and Medicare taxes this year because there is no longer a substantial risk of forfeiture of your right to the deferred amount. This box shouldn’t
be used if you had a deferral and a distribution in the same calendar year. If you made a deferral and received a distribution in the same calendar year,
and you are or will be age 62 by the end of the calendar year, your employer should file Form SSA-131, Employer Report of Special Wage Payments,
with the Social Security Administration and give you a copy.
Box 12. The following list explains the codes shown in box 12. You may need this information to complete your tax return. Elective deferrals (codes D,
E, F, and S) and designated Roth contributions (codes AA, BB, and EE) under all plans are generally limited to a total of $23,000 ($16,000 if you only
have SIMPLE plans; $26,000 for section 403(b) plans if you qualify for the 15-year rule explained in Pub. 571). Deferrals under code G are limited to
$23,000. Deferrals under code H are limited to $7,000. However, if you were at least age 50 in 2024, your employer may have allowed an additional
deferral of up to $7,500 ($3,500 for section 401(k)(11) and 408(p) SIMPLE plans). This additional deferral amount is not subject to the overall limit on
elective deferrals. For code G, the limit on elective deferrals may be higher for the last 3 years before you reach retirement age. Contact your plan
administrator for more information. Amounts in excess of the overall elective deferral limit must be included in income. See the Form 1040 instructions.
Note: If a year follows code D through H, S, Y, AA, BB, or EE, you made a make-up pension contribution for a prior year(s) when you were in military
service. To figure whether you made excess deferrals, consider these amounts for the year shown, not the current year. If no year is shown, the
contributions are for the current year.
A—Uncollected social security or RRTA tax on tips. Include this tax on Form 1040 or 1040-SR. See the Form 1040 instructions.
B—Uncollected Medicare tax on tips. Include this tax on Form 1040 or 1040-SR. See the Form 1040 instructions.
C—Taxable cost of group-term life insurance over $50,000 (included in boxes 1, 3 (up to the social security wage base), and 5)
D—Elective deferrals to a section 401(k) cash or deferred arrangement. Also includes deferrals under a SIMPLE retirement account that is part of a
section 401(k) arrangement.
E—Elective deferrals under a section 403(b) salary reduction agreement
F—Elective deferrals under a section 408(k)(6) salary reduction SEP
G—Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensation plan
H—Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan. See the Form 1040 instructions for how to deduct.
J—Nontaxable sick pay (information only, not included in box 1, 3, or 5)
K—20% excise tax on excess golden parachute payments. See the Form 1040 instructions.
L—Substantiated employee business expense reimbursements (nontaxable)
M—Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000 (former employees only). See the Form 1040
instructions.
N—Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (former employees only). See the Form 1040 instructions.
P—Excludable moving expense reimbursements paid directly to a member of the U.S. Armed Forces (not included in box 1, 3, or 5)
Q—Nontaxable combat pay. See the Form 1040 instructions for details on reporting this amount.
R—Employer contributions to your Archer MSA. Report on Form 8853.
S—Employee salary reduction contributions under a section 408(p) SIMPLE plan (not included in box 1)
T—Adoption benefits (not included in box 1). Complete Form 8839 to figure any taxable and nontaxable amounts.
V—Income from exercise of nonstatutory stock option(s) (included in boxes 1, 3 (up to the social security wage base), and 5). See Pub. 525 for reporting
requirements.
Box 12 (continued)
W—Employer contributions (including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to your health savings account.
Report on Form 8889.
Y—Deferrals under a section 409A nonqualified deferred compensation plan
Z—Income under a nonqualified deferred compensation plan that fails to satisfy section 409A. This amount is also included in box 1. It is subject to an
additional 20% tax plus interest. See the Form 1040 instructions.
AA—Designated Roth contributions under a section 401(k) plan
BB—Designated Roth contributions under a section 403(b) plan
DD—Cost of employer-sponsored health coverage. The amount reported with code DD is not taxable.
EE—Designated Roth contributions under a governmental section 457(b) plan. This amount does not apply to contributions under a tax-exempt
organization section 457(b) plan.
FF—Permitted benefits under a qualified small employer health reimbursement arrangement
GG—Income from qualified equity grants under section 83(i)
HH—Aggregate deferrals under section 83(i) elections as of the close of the calendar year
II—Medicaid waiver payments excluded from gross income under Notice 2014-7.
Box 13. If the “Retirement plan” box is checked, special limits may apply to the amount of traditional IRA contributions you may deduct. See Pub. 590-A.
Box 14. Employers may use this box to report information such as state disability insurance taxes withheld, union dues, uniform payments, health
insurance premiums deducted, nontaxable income, educational assistance payments, or a member of the clergy’s parsonage allowance and utilities.
Railroad employers use this box to report railroad retirement (RRTA) compensation, Tier 1 tax, Tier 2 tax, Medicare tax, and Additional Medicare Tax.
Include tips reported by the employee to the employer in railroad retirement (RRTA) compensation.
Note: Keep Copy C of Form W-2 for at least 3 years after the due date for filing your income tax return. However, to help protect your social security
benefits, keep Copy C until you begin receiving social security benefits, just in case there is a question about your work record and/or earnings in a
particular year.

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