Get $ Annual Withholding Reconciliation

The $ Annual Withholding Reconciliation form is essential for reporting the total tax withheld for each period. This guide offers a comprehensive, step-by-step approach to assist users in completing the form accurately and efficiently online.

Follow the steps to complete your form with ease.

1. Begin by selecting the ‘Get Form’ button to access the $ Annual Withholding Reconciliation form and open it in your preferred digital environment.
2. In the section marked 'Legal Name,' enter your name by using capital letters, ensuring it does not exceed 32 characters.
3. Fill in your Account ID, which is necessary for identification purposes.
4. Provide your Street Address, ensuring accuracy to avoid any issues with communications.
5. Enter your FEIN (Federal Employer Identification Number) or SSN (Social Security Number) in the designated field.
6. Complete the City, State, and Zip Code fields accurately.
7. Indicate the year for this reconciliation by entering it in the specified ‘Year (YYYY)’ field.
8. For each month from January to December, input the total amount of tax withheld as reported for that month.
9. After entering the amounts for all months, add the totals from Lines 1-12 and enter this total on Line 13.
10. Copy the total from Line 13 onto Line 16, which summarizes your total tax withheld as reported.
11. Enter the amounts from W-2 and 1099 statements on Lines 14a and 14b respectively.
12. Add the amounts from Lines 14a and 14b, placing the total on Line 15 and then copying this to Line 17.
13. Analyze the totals on Lines 16 and 17 to identify any overpayment or additional tax due. For an overpayment, subtract Line 17 from Line 16, and for additional tax due, subtract Line 16 from Line 17.
14. Fill in the interest due and calculate the total amount due by adding Lines 19 and 20.
15. Sign and date the form in the designated areas, ensuring that your contact telephone number is also provided.
16. After completing all sections, review your entries for accuracy. Save your changes, then download, print, or share the form as required.

Complete your $ Annual Withholding Reconciliation online today for accurate tax reporting.