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Returning Member
posted Mar 8, 2021 9:05:57 PM

W-2 Question

What boxes on the w-2 affect a dependent’s tax return?

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6 Replies
Level 15
Mar 9, 2021 5:43:40 AM

What boxes?   Depends on what you mean by "affect" the return.   Are you really asking whether the dependent needs to file a return?   If your dependent has tax withheld in box 2  or box 17 they would want to file to seek a refund.   Or if they have over $12,400 in box 1 they have to file.

 

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

 

MY DEPENDENT HAD A JOB

If your dependent has a W-2 for his after-school job, summer job, etc. you do not include the information on your own return. You can still claim your child as a dependent on your own return.  He/she can file his own return for a refund of some of his withheld wages (he won’t get back anything for Social Security or Medicare), but MUST indicate on it that he can be claimed as a dependent on someone else’s return.  (Supervise this closely or prepare it for him!)

If your dependent’s earnings were over $400 and were reported on a 1099Misc or 1099NEC then he must file a return and pay self-employment tax for Social Security and Medicare.  You may want to use this version of TT for that:

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

 

Level 15
Mar 9, 2021 6:21:13 AM

It would be helpful to us if you would keep all of your questions on a single thread, as it gives us a history of your prior Q&A's.  Do these all relate to your own return, or are you asking homework questions?

Returning Member
Mar 9, 2021 7:03:57 AM

I’m asking for my return , I’m a dependent. 
So this is my w-2

Box 1: $8,452.19

box 2: 36.17

box 3: $8,452

box 4: $524.04

box 5: $8,452.19

box 6: $122.56

box 14 : labeled misc $440

Box 16: $8,452.19

box 17: 160.48

if you add that up its 1,200+ , but I’m only getting 180. I also don’t owe the irs and this is my first time filing and my mom already claimed me as her dependent.

 

Returning Member
Mar 9, 2021 7:07:42 AM

I’m asking for my return , I’m a dependent. 
So this is my w-2

Box 1: $8,452.19

box 2: 36.17

box 3: $8,452

box 4: $524.04

box 5: $8,452.19

box 6: $122.56

box 14 : labeled misc $440

Box 16: $8,452.19

box 17: 160.48

if you add that up its 1,200+ And that’s what my mom says I’m suppose to get , but I’m only getting 180. I also don’t owe the irs and this is my first time filing and my mom already claimed me as her dependent.

 

Level 15
Mar 9, 2021 7:11:44 AM

@Galacticgut  You have received several answers---all explaining to you that you do not get back the amounts withheld for Social Security or Medicare.  Sorry to say--your mom is wrong.   The amounts you can get back are the amounts in box 2 or box 17.  That is all.   Nothing else.

Returning Member
Mar 9, 2021 7:18:41 AM

Ok thank you . Sorry I just wanted to be 100% sure and get multiple people to confirm