Qualified pension, profit-sharing, or stock-bonus plan, including a 401(k)plan
Section 403(a) annuity plan
Section 403(b) annuity contract or custodial account
Section 408(k) Simplified Employee Pension (SEP) plan
Section 408(p) SIMPLE retirement account
Section 501(c)(18) trust
A plan for federal, state, or local government employees
If the Retirement plan box is checked, there may be special limits on the amount of traditional IRA contributions that you can deduct.
The Third party sick pay box is checked when a third party, such as an insurance company, has made sick payments to the employee.
Box 14 is used for other informational purposes.
Box 15: State and Employer’s state ID number - for state income tax filing purposes.
Box 16: State wages, tips, etc. - your taxable compensation for state income tax filing purposes. The return to be filed and the tax rates vary by state. In many cases, the e-file option in the IRS website permits filing federal and state income tax returns together.
Box 17: State income tax - the state income tax withheld from your pay. This would be reported as income tax withheld in the payment section of the applicable state income tax return.
Box 18: Local wages, tips, etc. - your taxable compensation for local income tax purposes.
Box 19: Local income tax - the local income tax withheld from your pay. This would be reported as income tax withheld in the payment section of the applicable local income tax return.
Box 20: Locality name - name of the local taxing authority, which could be a city, municipality, borough, etc.