W-2 with empty Box 1 but Amount in Box 3 through 6

[mosaleheen]

I was a part time resident in Delaware and South Carolina in 2020. My W-2 from Delaware has empty box 1 and box 2 but has amounts in box 3 through 6. And I got paid while working at Delaware as usual. W-2 from South Carolina has everything okay.  While trying to fill up W-2 of Delaware, turbotax says,

"Based on your total wages, the Medicare wages in box 5 may be incorrect." What should I do?

[KrisD15]

Enter both W2's into the federal section of TurboTax as one W-2. 

There should not be a need to ADD any amounts together, just to enter all the boxes on one screen. 

[mosaleheen]

Hi Kris,

Thank you for your reply.

Could you please explain "Enter both W2's into the federal section of TurboTax as one W-2"?

I have 2 W2's and they have different amounts in each boxes. How do I make them into one W-2 without adding the amounts of each boxes? Also, the employer ID in each W-2 is different.

Thank you so much!

[AmyC]

You had one employer that paid you in two states. They sent W2 forms to the federal and state governments. You have to pick and choose the correct parts to enter into the program. Let me help:

1. The W2 information all relates to one employer so only one W2 must be entered.
2. Enter the employer information
3. Box 1 - total of all income earned must be on your SC in box 1 since DE is blank. This told the IRS your total wages was only the amount on SC form. This is what the iRS is expecting you to report.
4. Box 2- same thoughts as box 1, enter SC box 2 amount
5. Box 3 -should be near box 1 wages- pretax items. Do you need to add SC and DE or does SC have it correct again? My guess is that SC is correct but odd things happen. You may have to add them to get the right answer.
6. Boxes 4 - tax on box 3, do what ever you did for box 3, just SC entered or add the states.
7. Boxes 5 & 6- same steps as 3 & 4.
8. and continue on until you get to the state section.
9. The company has already sent the forms to the states to tell each of them what your taxable wages are.
10. Enter DE, id, income, taxes withheld
11. Enter SC, id, income, taxes withheld

[mosaleheen]

Hi Amy,

I probably failed to clarify properly, I have two different employers in two different states. I contacted my UD employer and they said they considered me non-resident for tax purposes, while in SC I'm considered resident for tax purposes. My DE employer said I should contact someone to get Form 1042 from the employer. I am a bit confused now how to file my taxes.

Thank you!

[DianeW777]

The person suggesting that you contact your DE employer for Form 1042 is assuming you are a foreign person.  The Form 1042 is the Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

Please clarify if you are not a resident of the U.S. Definitely contact your DE employer to inquire about the blank boxes 1 and 2 on your W-2 from that employer.  If by any chance you also have a W-2c from this company, you would need both the original W-2 and the corrected one (W-2c). Once you have all the information we can move forward with better information for you.

[mosaleheen]

Hi Diane,

I am a foreign person considered resident (staying in US for more than five years as of 2018) for tax purposes, hence for the last 2 years I filed tax returns with turbotax with W-2s. But this year, I suppose there was a miscommunication with my DE employer and they sent me a 1042 form with the W-2. Can you suggest how I can include the 1042 form in Turbotax?

Thanks!

[ReneeM7122]

1-Turbotax does not support form 1042s directly, but you can enter the income based on the income code. 

Because you are a resident alien and you have received a form 1042S where you report the income depends on the income code and why the form was generated.  See page 18 for a description of income code.IRS Instructions Form 1042-S.

This income can be entered as miscellaneous income.  When you sign into your TurboTax account you can follow the steps below.  

1. Select the "Federal" tab in the black navigation bar on the left
2. Select "Income & Expenses"
3. Select "Add more income" button if necessary
4. Scroll and click "See the list of all income" 
5. Scroll to "Less Common Income" and select "show more"
6. Select "Miscellaneous Income"
7. Scroll and select "Other Reportable Income"
8. Click "yes" then enter the description and amount (this will show up on line 21, Form 1040)

2-The entry steps you have in your question is correct.  Enter the federal and/or state withholding here:

• Deductions and credits/Other income taxes/Yes/Other income taxes paid in 2017/Withholding not already entered on a W2 or 1099

3-The results should be correct following the steps above.

You should file your return by mail so that you can attach your Form 1042-S to the return.  

This answer was provided by DianeW.

@mosaleheen