How to Attach W2 to State Tax Return

The Form W-2, Wage and Tax Statement, is a fundamental document for income tax filing. It details an employee’s annual wages and the amount of taxes withheld by their employer. Properly handling the information from your W-2 is essential for accurate calculation and submission of your state tax return.

Key Information from Your W-2 for State Taxes

The W-2 form, provided by your employer by January 31 each year, summarizes your earnings and tax withholdings. This form contains specific boxes important for preparing your state income tax return. Box 15 identifies the state and your employer’s state identification number, which links your wages and withholdings to the correct state tax authority.

Box 16 reports your state wages, tips, and other compensation, representing the portion of your income subject to state income tax. Box 17 shows the total amount of state income tax withheld from your paychecks throughout the year. These figures are used for calculating your state tax liability or determining any refund due. If you worked for multiple employers or in multiple states during the year, you will receive a separate W-2 for each, and the information from all relevant W-2s must be included in your state tax return.

Attaching Your W-2 for Paper Filing

When filing your state tax return by mail, you need to attach a copy of your W-2. The specific copy to use for state filing is Copy 2 of Form W-2. This copy is designated for reporting state, city, or local income taxes.

The most common method for attaching your W-2 is to staple it to the front of your state tax return. Many state tax forms or accompanying instructions will indicate the precise location for attachment, often on the first page or in a designated area. Using a single staple in the upper left-hand corner or center of the page helps ensure the W-2 remains securely connected to your return during processing. Staples are recommended, but paper clips can also be used. Avoid tape or adhesives, as they can interfere with scanning and processing.

Entering W-2 Information for Electronic Filing

Electronic filing simplifies the process of including W-2 information with your state tax return. When using tax software or an online platform, you will be prompted to enter the data from your W-2 form into specific fields. The software guides you through each box, asking for details such as the employer’s state ID number (Box 15), state wages (Box 16), and state income tax withheld (Box 17).

Accurately transcribe the information from each relevant box on your W-2 into the corresponding fields in the tax software. The software uses the employer identification numbers (EINs) and state IDs to verify the wage and withholding data with state tax authorities. Double-checking all entries before submitting your return can prevent potential processing delays or discrepancies. Electronic filing transmits this information directly, eliminating the need to physically attach or mail your W-2.