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Oulupair

W2 tax statement- what to do with it

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Hubby just received his 2005 W2 tax statement and I've forgotten what to do with tax matters here in the U.S. I did a google search but rather than sort through all of the mumbo jumbo and just get a clear answer to my question, I thought I'd ask on here.

So is the W2 statement for Federal taxes (IRS)? Is this the statement that we use to file Fed. taxes by that notorious April deadline?

The statement contains several different copies and a couple of them say "this copy for state, local, or city income tax return" but where we live there are no local or state income taxes, so I guess we just ignore that part?

Thanks for any advice!


THE BALLAD OF CAROLINE & HEIKKI

~MET ON IRC IN 1999 WHEN CAROLINE WAS LIVING IN FINLAND

~MET IN PERSON FIRST TIME EASTER 2000

~GOT ENGAGED DECEMBER 2000

~GOT MARRIED FEB. 2001 ON GROUNDHOG DAY!

~JUNE 2004 DECIDED TO MOVE TO THE USA

~MARCH 2005 BEGAN DOING PAPERWORK

~MAY 12, 2005 I-130 APPROVED; ALSO SUBMITTED BIOGRAPHIC INFO FORMS, PHOTOS, BOTH AFFIDAVITS OF SUPPORT AND I-864 CHECKLIST

~MEDICAL EXAM JULY 28- MISSION ACCOMPLISHED

~INTERVIEW SCHEDULED FOR AUGUST 22ND!!

VISA APPROVED!:)

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Filed: K-1 Visa Country: Canada
Timeline

You can ignore the state and local income tax parts.

Just do a Federal IRS income tax return.


"THE SHORT STORY"

KURT & RAYMA (K-1 Visa)

Oct. 9/03... I-129F sent to NSC

June 10/04... K-1 Interview - APPROVED!!!!

July 31/04... Entered U.S.

Aug. 28/04... WEDDING DAY!!!!

Aug. 30/04... I-485, I-765 & I-131 sent to Seattle

Dec. 10/04... AOS Interview - APPROVED!!!!! (Passport stamped)

Sept. 9/06... I-751 sent to NSC

May 15/07... 10-Yr. PR Card arrives in the mail

Sept. 13/07... N-400 sent to NSC

Aug. 21/08... Interview - PASSED!!!!

Sept. 2/08... Oath Ceremony

Sept. 5/08... Sent in Voter Registration Card

Sept. 9/08... SSA office to change status to "U.S. citizen"

Oct. 8/08... Applied in person for U.S. Passport

Oct. 22/08... U.S. Passport received

DONE!!! DONE!!! DONE!!! DONE!!!

KAELY (K-2 Visa)

Apr. 6/05... DS-230, Part I faxed to Vancouver Consulate

May 26/05... K-2 Interview - APPROVED!!!!

Sept. 5/05... Entered U.S.

Sept. 7/05... I-485 & I-131 sent to CLB

Feb. 22/06... AOS Interview - APPROVED!!!!! (Passport NOT stamped)

Dec. 4/07... I-751 sent to NSC

May 23/08... 10-Yr. PR Card arrives in the mail

Mar. 22/11.... N-400 sent to AZ

June 27/11..... Interview - PASSED!!!

July 12/11..... Oath Ceremony

We're NOT lawyers.... just your average folks who had to find their own way!!!!! Anything we post here is simply our own opinions/suggestions/experiences and should not be taken as LAW!!!!

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Yep, the W-2 is a statement from your employer to you telling how much money you earned and how much of the various types of taxes were withheld. You'll need it for filing your taxes. And yes, they need to be filed by the infamous April deadline. And if you live in an area with no state/local taxes, you may ignore the copy for state/local filing. You'll note that all copies contain the same information, the labelling of sections for federal filing and for state/local filing is basically a convenience. Some unfortunate people need to make a photocopy of the state/local section because they need to send one copy in with their state tax return and another in with their local tax return.

This is fairly basic tax preparation information. If you're having questions at this level, I'd recommend having a professional walk you through this year's taxes. You might want to take the opportunity to educate yourself and get a head start on next year's taxes, though. There are a number of tax preparation books available in bookstores, as well as software that helps guide you through the steps. But a human preparer can be more helpful than books or software at getting quick answers to the basic questions.


04 Apr, 2004: Got married

05 Apr, 2004: I-130 Sent to CSC

13 Apr, 2004: I-130 NOA 1

19 Apr, 2004: I-129F Sent to MSC

29 Apr, 2004: I-129F NOA 1

13 Aug, 2004: I-130 Approved by CSC

28 Dec, 2004: I-130 Case Complete at NVC

18 Jan, 2005: Got the visa approved in Caracas

22 Jan, 2005: Flew home together! CCS->MIA->SFO

25 May, 2005: I-129F finally approved! We won't pursue it.

8 June, 2006: Our baby girl is born!

24 Oct, 2006: Window for filing I-751 opens

25 Oct, 2006: I-751 mailed to CSC

18 Nov, 2006: I-751 NOA1 received from CSC

30 Nov, 2006: I-751 Biometrics taken

05 Apr, 2007: I-751 approved, card production ordered

23 Jan, 2008: N-400 sent to CSC via certified mail

19 Feb, 2008: N-400 Biometrics taken

27 Mar, 2008: Naturalization interview notice received (NOA2 for N-400)

30 May, 2008: Naturalization interview, passed the test!

17 June, 2008: Naturalization oath notice mailed

15 July, 2008: Naturalization oath ceremony!

16 July, 2008: Registered to vote and applied for US passport

26 July, 2008: US Passport arrived.

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Filed: AOS (apr) Country: Russia
Timeline

I've filed with TurboTax for years, and I would recommend it. I use TurboTax for the web, which is pretty convenient. It walks you through all the steps, so you don't have to rack your brains trying to understand the instructions.


09-02-2005 Applications for AOS, EAD, and AP received by MSC

10-21-2005 AOS fingerprint notice for 12-08-2005

11-07-2005 AP approved

12-05-2005 Infopass appt at San Jose office for interim EAD -- Refused, because it is already approved by MSC on 11-07-2005

12-07-2005 Attempt at interim EAD at San Francisco office -- no go. Back to San Jose, where CSO (chief station officer) tells they will contact MSC via email to request permission to issue interim EAD

12-08-2005 Biometrics for AOS and EAD. Having no EAD appt letter was no problem (used EAD NOA)

12-15-2005 EAD arrived in the mail

12-24-2005 Received interview letter; interview scheduled 03-01-2006

01-28-2006 Received replacement SSN card in married name (5 wks since application)

03-01-2006 AOS interview -- approved; received stamp in the passport

03-13-2006 Green card arrived in the mail

---

Filing for removal of conditions

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