Federal Transmittal of Wage and Tax Statements (Info Copy Only)
Extracted from PDF file 2023-federal-w-3.pdf, last modified October 2023Transmittal of Wage and Tax Statements (Info Copy Only)
Attention: You may file Forms W-2 and W-3 electronically on the SSA’s Employer W-2 Filing Instructions and Information web page, which is also accessible at www.socialsecurity.gov/employer. You can create fill-in versions of Forms W-2 and W-3 for filing with SSA. You may also print out copies for filing with state or local governments, distribution to your employees, and for your records. Note: Copy A of this form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. The official printed version of this IRS form is scannable, but the online version of it, printed from this website, is not. Do not print and file Copy A downloaded from this website with the SSA; a penalty may be imposed for filing forms that can’t be scanned. See the penalties section in the current General Instructions for Forms W-2 and W-3, available at www.irs.gov/w2, for more information. Please note that Copy B and other copies of this form, which appear in black, may be downloaded, filled in, and printed and used to satisfy the requirement to provide the information to the recipient. To order official IRS information returns such as Forms W-2 and W-3, which include a scannable Copy A for filing, go to IRS’ Online Ordering for Information Returns and Employer Returns page, or visit www.irs.gov/orderforms and click on Employer and Information returns. We’ll mail you the scannable forms and any other products you order. See IRS Publications 1141, 1167, and 1179 for more information about printing these tax forms. DO NOT STAPLE a Control number 33333 For Official Use Only: OMB No. 1545-0008 b 941 Military Kind of Payer (Check one) Hshld. emp. CT-1 943 944 Medicare govt. emp. d Establishment number Kind of Employer (Check one) None apply 501c non-govt. State/local non-501c State/local 501c Third-party sick pay (Check if applicable) Federal govt. 1 Wages, tips, other compensation 2 Federal income tax withheld e Employer identification number (EIN) 3 Social security wages 4 Social security tax withheld f Employer’s name 5 Medicare wages and tips 6 Medicare tax withheld 7 Social security tips 8 Allocated tips c Total number of Forms W-2 10 Dependent care benefits 9 11 Nonqualified plans 12a Deferred compensation h Other EIN used this year 13 For third-party sick pay use only 12b 15 State 14 Income tax withheld by payer of third-party sick pay g Employer’s address and ZIP code Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax Employer’s contact person Employer’s telephone number Employer’s fax number Employer’s email address For Official Use Only Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true, correct, and complete. Signature: Form W-3 Date: Title: Transmittal of Wage and Tax Statements 2024 Department of the Treasury Internal Revenue Service Send this entire page with the entire Copy A page of Form(s) W-2 to the Social Security Administration (SSA). Photocopies are not acceptable. Do not send Form W-3 if you filed electronically with the SSA. Do not send any payment (cash, checks, money orders, etc.) with Forms W-2 and W-3. Reminder Separate instructions. See the 2024 General Instructions for Forms W-2 and W-3 for information on completing this form. Do not file Form W-3 for Form(s) W-2 that were submitted electronically to the SSA. Purpose of Form Complete a Form W-3 transmittal only when filing paper Copy A of Form(s) W-2, Wage and Tax Statement. Don’t file Form W-3 alone. All paper forms must comply with IRS standards and be machine readable. Photocopies are not acceptable. Use a Form W-3 even if only one paper Form W-2 is being filed. Make sure both the Form W-3 and Form(s) W-2 show the correct tax year and employer identification number (EIN). Make a copy of this form and keep it with Copy D (For Employer) of Form(s) W-2 for your records. The IRS recommends retaining copies of these forms for 4 years. When To File Paper Forms E-Filing Mail Form W-3 with Copy A of Form(s) W-2 by January 31, 2025. The SSA strongly suggests employers report Form W-3 and Forms W-2 Copy A electronically instead of on paper. The SSA provides two free e-filing options on its Business Services Online (BSO) website. • W-2 Online. Use fill-in forms to create, save, print, and submit up to 50 Forms W-2 at a time to the SSA. • File Upload. Upload wage files to the SSA you have created using payroll or tax software that formats the files according to the SSA’s Specifications for Filing Forms W-2 Electronically (EFW2). W-2 Online fill-in forms or file uploads will be on time if submitted by January 31, 2025. For more information, go to www.SSA.gov/bso. Firsttime filers, select “Register”; returning filers, select “Log In.” Where To File Paper Forms Send this entire page with the entire Copy A page of Form(s) W-2 to: Social Security Administration Direct Operations Center Wilkes-Barre, PA 18769-0001 Note: If you use “Certified Mail” to file, change the ZIP code to “18769-0002.” If you use an IRS-approved private delivery service, add “ATTN: W-2 Process, 1150 E. Mountain Dr.” to the address and change the ZIP code to “18702-7997.” See Pub. 15 (Circular E), Employer’s Tax Guide, for a list of IRS-approved private delivery services. For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 10159Y
2024 Form W-3
More about the Federal W-3 Individual Income Tax Estimated TY 2023
Complete a Form W-3 Transmittal only when filing paper Copy A of Form(s) W-2, Wage and Tax Statement. Don't file Form W-3 alone. All paper forms must comply with IRS standards and be machine readable. Photocopies are not acceptable. Use a Form W-3 even if only one paper Form W-2 is being filed. Make sure both the Form W-3 and Form(s) W-2 show the correct tax year and Employer Identification Number (EIN). Make a copy of this form and keep it with Copy D (For Employer) of Form(s) W-2 for your records. The IRS recommends retaining copies of these forms for four years.
We last updated the Transmittal of Wage and Tax Statements (Info Copy Only) in February 2024, so this is the latest version of W-3, fully updated for tax year 2023. You can download or print current or past-year PDFs of W-3 directly from TaxFormFinder. You can print other Federal tax forms here.
Related Federal Individual Income Tax Forms:
TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal W-3.
Form Code | Form Name |
---|---|
Form W-3 | Transmittal of Wage and Tax Statements |
Form W-3C | Transmittal of Corrected Wage and Tax Statements |
Inst W-2 and W-3 | Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements |
W-3(PR) | Informe de Comprobantes de Retencion (Info Copy Only) |
Form W-3SS | Transmittal of Wage and Tax Statements |
W-3 (PR) Instructions | Instructions for Form W-3PR |
W-3SS | Transmittal of Wage and Tax Statements (Info Copy Only) |
View all 775 Federal Income Tax Forms
Form Sources:
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal W-3 from the Internal Revenue Service in February 2024.
W-3 is a Federal Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Federal W-3
We have a total of four past-year versions of W-3 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2019 Form W-3
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