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K-State Research and Extension
123 Umberger Hall
Manhattan, KS 66506-3401
785-532-5820
extadmin@ksu.edu

December 18, 2018

End-of-Year Tax Instructions for Local Units

Submitted by Jim Lindquist

General Instructions for 2018 Forms W-2 and W-3 are available at https://www.irs.gov/pub/irs-pdf/iw2w3.pdf.

IRS FORM W-2
You should have an IRS Form W-4 on file for all employees.
Answers to frequently asked questions:

1) Box 1 Wages… does not include KPERS or Pre-Tax deductions.
2) Boxes 3 and 5… INCLUDE KPERS, but do not include most Pre-Tax deductions.
3) Box 12… Show BOTH the employer and employee contributions to a health savings account with Code W.

IRS FORM W-3
1) Extension Units are 941 ‘Kind of Payer’
2) Extension Units are State/Local non-501c ‘Kind of Employer’

General Instructions for 2018 IRS Form 1099-misc are available at:
https://www.irs.gov/pub/irs-pdf/i1099gi.pdf
https://www.irs.gov/pub/irs-pdf/i1099msc.pdf

You should have an IRS FORM W-9 “Request for Taxpayer identification Number and Certification” on file for all non-employee persons or unincorporated business who are paid more than $600 (purchases of tangible property and services are exempt from this requirement); you are required to provide an IRS FORM 1099-Misc to these individuals. Persons who have not furnished their Taxpayer Identification Number are subject to backup withholding.

Local Offices should contact Bob Casey in the K-State Research and Extension Business Office, 785 532-7170, with specific questions or if help is needed as tax forms are completed for 2018.