Who must file. You must file Form 4137 if you received cash and charge tips of $20 or more in a calendar month and didn’t report all of those tips to your employer. You must also file Form 4137 if your Form(s) W-2, box 8, shows allocated tips that you must report as income.
Do I need to file form 8919?
You may need to file Form 8919 if you: Perform services for a company that aren’t those of an independent contractor as defined by the IRS, and Social Security and Medicare taxes were not withheld from your pay.
What is a 8919 tax form?
Use Form 8919 to figure and report your share of the uncollected social security and Medicare taxes due on your compensation if you were an employee but were treated as an independent contractor by your employer. By filing this form, your social security earnings will be credited to your social security record.
How are Social Security benefits reported on Form 1040?
You report the taxable portion of your social security benefits on line 5b of Form 1040. Your benefits may be taxable if the total of (1) one-half of your benefits, plus (2) all of your other income, including tax-exempt interest, is greater than the base amount for your filing status.
How to report your social security and Medicare taxes?
In order to report your Social Security and Medicare taxes, you must file Schedule SE (Form 1040), Self-Employment Tax (PDF). Use the income or loss calculated on Schedule C or Schedule C-EZ to calculate the amount of Social Security and Medicare taxes you should have paid during the year.
What do I need to know on my SSA form?
Your date and place of birth and Social Security number; The name, Social Security number and date of birth or age of your current spouse and any former spouse. You should also know the dates and places of marriage and dates of divorce or death (if appropriate);
What should I include on my Social Security tax return?
Ideally, you should include a letter from your employer stating how much he reimbursed you, if anything, but you can include a cover letter instead, attesting that your employer has refused or failed to reimburse you if you can’t get such a statement.
