Get Form 4137 H R Block

Filling out Form 4137 can be essential for reporting unreported tip income and calculating the necessary social security and Medicare taxes. This guide provides clear, step-by-step instructions to help users complete the form efficiently online.

Follow the steps to fill out Form 4137 accurately.

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Enter your social security number in the designated field. This ensures proper identification of your tax records.
3. Provide your name in the section labeled 'Name of person who received tips.' If you are married and both spouses received unreported tips, complete a separate Form 4137 for each spouse.
4. For each employer that you received unreported tips from, fill out a separate line. Include the name of the employer as per your Form W-2 in column (a), and their employer identification number in column (b).
5. In column (c), list the total cash and charge tips you received, which should include all applicable tips not reported to your employer.
6. Record all the tips you reported to your employer in column (d) to maintain a complete record of your tip income.
7. Sum up the total cash and charge tips received in 2017 in line 2, and also record the total reported to your employer in line 3.
8. In line 4, subtract the amount reported to your employer (line 3) from the total tips received (line 2). This amount must be included in your primary tax form.
9. Continue filling out the remaining lines, ensuring to multiply the appropriate amounts by the tax rates as indicated in the instructions.
10. Once completed, save your changes, and you can then download, print, or share the form as needed.

Start filling out your Form 4137 online today to ensure accurate reporting of your unreported tips.