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Documents used along the form

The Michigan 3924 form, also known as the Withholding Tax Schedule, is used to report state income tax withheld from wages and other sources. When completing your individual income tax return in Michigan, several other forms and documents may be necessary to provide a comprehensive overview of your tax situation. Below is a list of commonly used forms that accompany the Michigan 3924 form.

  • Form MI-1040: This is the Michigan Individual Income Tax Return. It is the primary form used to report income, calculate tax liability, and claim any applicable credits or deductions for residents of Michigan.
  • New Jersey Promissory Note: This legal document outlines a borrower's promise to repay a specified amount of money to a lender, and can be essential in personal and business transactions. For more details, visit promissoryform.com/blank-new-jersey-promissory-note/.
  • Form MI-1040X: This form is the Michigan Amended Individual Income Tax Return. It is used to correct errors on a previously filed MI-1040, such as changes in income, deductions, or filing status.
  • Form W-2: The Wage and Tax Statement provides information about an employee's annual wages and the taxes withheld by their employer. It is essential for completing the MI-1040 and Schedule W.
  • Form 1099: This form reports various types of income other than wages, salaries, and tips. It is used for reporting income from freelance work, dividends, interest, and other sources, and is crucial for accurate tax reporting.
  • Form 4119: This form is used to report Michigan income tax withheld from certain payments, including pensions and other distributions. It helps ensure that all sources of income and tax withheld are accounted for on your tax return.
  • City Income Tax Worksheet: This worksheet is part of the MI-1040 instruction booklet and is used to calculate city income tax liability based on the information provided in Schedule W. It is particularly relevant for residents of cities that impose an income tax.

Understanding these forms and how they relate to the Michigan 3924 is essential for accurate tax filing. Properly completing and attaching these documents can help ensure that your tax return is processed efficiently and that you receive any refunds due in a timely manner.

Michigan 3924 Preview

Michigan Department of Treasury

Schedule W

3924 (Rev. 9-09), Page 1

 

2009 MICHIGAN Withholding Tax Schedule

 

Issued under authority of Public Act 281 of 1967.

 

INSTRUCTIONS: If you had Michigan income tax withheld in 2009, you must complete a Withholding Tax Schedule (Schedule W) to claim the withholding on your Individual Income Tax Return (MI-1040, line 34). Attach your completed Schedule W to Form MI-1040 or MI-1040X where applicable. See complete instructions on page 2 of this form. Type or print in blue or black ink.

Print numbers like this : 0123456789 - NOT like this:

1 4

 

 

 

 

 

 

 

 

 

Attachment 13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Filer’s First Name

M.I.

Last Name

 

 

4Filer’s Social Security Number (Example: 123-45-6789)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If a Joint Return, Spouse’s First Name

M.I.

Last Name

 

 

 

Spouse’s Social Security Number (Example: 123-45-6789)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TABLE 1: MICHIGAN TAX WITHHELD ON W-2, W-2G or CORRECTED W-2 FORMS

 

 

 

 

4A

4B

 

 

C

 

D

4E

 

F

Enter “X”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

if for:

Box b - Employer’s federal

 

 

 

 

Box 1 - Wages, tips,

Box 17 - Michigan

 

Box 19 - City

You or Spouse

identiication number

 

 

Employer’s name

 

other compensation

income tax withheld

income tax withheld

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Enter Table 1 Subtotal from additional Schedule W forms (if applicable)

 

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1. SUBTOTAL. Enter total of Table 1, columns E and F. Carry total of column F to

 

 

 

 

 

 

 

 

 

the City Income Tax Worksheet in the MI-1040 Instruction Booklet ........................ 1.

 

00

 

00

IMPORTANT: If you have no entries for Table 2, carry total of line 1, column E, to line 3 below.

TABLE 2: MICHIGAN TAX WITHHELD ON 1099 and 4119 FORMS

4A

4B

C

D

4E

 

F

Enter “X”

 

 

Taxable pension

 

 

 

if for:

Payer’s federal

 

distribution, misc.

Michigan income

 

Box 7 - Distribution

You or Spouse

identiication number

Payer’s name

income, etc. (see instr.)

tax withheld

 

Code (1099-R only)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

00

 

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Enter Table 2 Subtotal from additional Schedule W forms (if applicable)

 

 

 

00

 

2. SUBTOTAL. Enter total of Table 2, column E

2.

 

00

 

3. TOTAL. Add line 1 and line 2, column E. Carry total to your MI-1040, line 34

43.

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+ 0000 2009 57 01 27 3

2009 Schedule W, Page 2

Instructions for Schedule W

Withholding Tax Schedule

Schedule W is designed to report State of Michigan and Michigan city income tax withholding. Schedule W is

imaged to enable us to process your individual income tax return more eficiently.

Attach the completed Schedule to your return.An attachment number is listed in the upper right corner to help you assemble your form in the correct order behind your MI-1040 Individual Income Tax Return. If a Schedule W is not

attached when required, the processing of your return

may be delayed. Do not submit W-2 and/or 1099 forms with your return. If you are iling an MI-1040X because you received a corrected W-2 you must complete a Schedule

W.Keep copies of your W-2s with your tax records for six years and have them available if requested by the Department of Treasury.

Michigan Residents. If you paid income tax to a governmental unit outside of Michigan, see instructions for

Schedule 2, line 5.

Completing the Withholding Tables

Lines not listed are explained on the form.

Complete the withholding tables using information from your W-2, 1099 and 4119 forms, and any other documents

that contain Michigan tax withheld. If you need additional space, attach another Schedule W.

Column D

Table 1: From W-2s, enter wages, tips, military pay, and other compensation.

Table 2: From 1099 or 4119 forms, or other withholding documents, enter unemployment compensation, taxable interest, ordinary dividends, miscellaneous income, bartering, taxable pension distributions in excess of contributions, state and local income tax refunds, credits or offsets, rents, royalties, and/or other taxable income from which Michigan tax was withheld.

Column F

Table 1: Enter city income tax withheld from Michigan

cities only.

Table 2: Enter Distribution Code from your 1099-R (if

applicable).

Line 1: Subtotal. Enter the total of Table 1, columns E and

F.Carry total from Table 1, column F, to the City Income Tax Worksheet in the MI-1040 Instruction Booklet. If you have no entries for Table 2, carry the amount from line 1, Column E, to line 3.

Line 3: Total. Enter total of line 1 from Table 1 and line 2 from Table 2 on line 3 and carry total to Form MI-1040, line 34.

Sample W-2

b. Employer Identiication Number

1. Wages, tips, other comp.

c. Employer’s name, address and ZIP code

 

 

 

17. State income tax

19. Local income tax

Form W-2 Wage and Tax Statement

2009

OMB No. 1545-0008

Copy C for EMPLOYEE’S RECORDS

Department of Treasury - Internal Revenue Service

4A

4B

C

D

4E

F

Enter “X”

 

 

 

 

 

if for:

Box b - Employer’s federal

 

Box 1 - Wages, tips,

Box 17 - Michigan

Box 19 - City

You or Spouse

identiication number

Employer’s Name

other compensation

income tax withheld

income tax withheld

Similar forms

  • Form W-2: This form reports wages, tips, and other compensation paid to employees. Like the Michigan 3924 form, it is used to calculate state income tax withheld and is essential for filing an individual income tax return.

  • Form 1099-MISC: This document is used to report various types of income received by individuals who are not employees. Similar to the Michigan 3924 form, it helps in determining the amount of state tax withheld from non-employee income.

  • Form 1099-R: This form reports distributions from pensions, annuities, retirement plans, and other similar sources. The Michigan 3924 form also accounts for tax withheld on these distributions, ensuring accurate reporting of income tax.

  • Form MI-1040: This is the Michigan Individual Income Tax Return form. The Michigan 3924 form is attached to this return to report withholding amounts, making it a critical component of the overall tax filing process.

  • Form MI-1040X: This is the amended Michigan Individual Income Tax Return form. If corrections are needed, the Michigan 3924 form must be completed and attached to this form, similar to its use with the standard MI-1040.

  • Form 4119: This form is used to report certain types of income, including unemployment compensation. Like the Michigan 3924 form, it includes information on tax withheld, which is necessary for accurate tax reporting.

  • Last Will and Testament: Essential for defining the distribution of assets and guardianship of minor children, the Forms Georgia ensures that your wishes are honored after passing.

  • Form 1099-INT: This form reports interest income. The Michigan 3924 form similarly accounts for state tax withheld from interest income, aiding in the proper calculation of total tax liability.

  • Form 1099-DIV: This form is used to report dividends and distributions. Just like the Michigan 3924 form, it includes information on any state tax withheld from these earnings.

  • Form 1099-G: This form reports certain government payments, including unemployment benefits. The Michigan 3924 form functions similarly by reporting state tax withheld from these payments.

  • Form 8889: This form is used to report Health Savings Account (HSA) distributions. Although it serves a different purpose, it also involves reporting amounts that may have tax implications similar to those reported on the Michigan 3924 form.

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Misconceptions

  • Misconception 1: The Michigan 3924 form is only for employees.

    • This is not true. While many employees use this form to report tax withheld from their wages, it can also be utilized by individuals receiving income from various sources, such as pensions or freelance work.

  • Misconception 2: You can submit W-2 or 1099 forms instead of the 3924 form.

    • Actually, the Michigan 3924 form is specifically designed to report withholding tax, and you should not submit W-2 or 1099 forms with your tax return. Instead, the 3924 form summarizes the information from those documents.

  • Misconception 3: Completing the 3924 form is optional.

    • This is incorrect. If you had Michigan income tax withheld, completing the 3924 form is mandatory to claim those withholdings on your Individual Income Tax Return.

  • Misconception 4: The 3924 form can be filed at any time.

    • In reality, there are specific deadlines for filing the 3924 form. It must be submitted along with your MI-1040 or MI-1040X by the tax filing deadline to ensure proper processing.

  • Misconception 5: You don't need to keep copies of your W-2s or 1099s if you file the 3924 form.

    • This is misleading. It is essential to retain copies of your W-2s and 1099s for at least six years, as the Michigan Department of Treasury may request them for verification purposes.

  • Misconception 6: You can only claim withholding from W-2 forms.

    • This is a common misunderstanding. The 3924 form allows you to report withholding from various sources, including W-2s, 1099s, and other documents that show Michigan tax withheld.

  • Misconception 7: The 3924 form is the same as the MI-1040 form.

    • In fact, these forms serve different purposes. The MI-1040 is your individual income tax return, while the 3924 form specifically reports the amount of Michigan tax that has been withheld from your income.

  • Misconception 8: You can file the 3924 form without any supporting documentation.

    • This is not accurate. You need to use information from your W-2s, 1099s, and other relevant documents to complete the 3924 form accurately.

  • Misconception 9: The 3924 form is only for state tax withholding.

    • While it primarily focuses on state withholding, the form also allows you to report city income tax withheld from Michigan cities, making it a comprehensive tool for various tax withholdings.

Detailed Instructions for Using Michigan 3924

After gathering all necessary information regarding your Michigan income tax withholding, you are ready to fill out the Michigan 3924 form. This form will help you report the state and city income tax withheld, which is essential for your tax return. Ensure you have your W-2s, 1099s, or any other relevant documents at hand as you proceed through the following steps.

  1. Begin by writing your first name, middle initial, and last name in the designated fields at the top of the form.
  2. Next, enter your Social Security Number in the specified format (e.g., 123-45-6789).
  3. If you are filing a joint return, provide your spouse's first name, middle initial, last name, and Social Security Number in the appropriate fields.
  4. Move to Table 1 and enter the employer's federal identification number from your W-2. This is usually found in Box b.
  5. Record your wages, tips, and other compensation from Box 1 of your W-2 in the corresponding column of Table 1.
  6. Enter the Michigan income tax withheld from Box 17 of your W-2 in the appropriate column of Table 1.
  7. If applicable, fill in the city income tax withheld from Box 19 of your W-2 in the designated column of Table 1.
  8. If you have multiple W-2s, repeat steps 4 to 7 for each one, entering the totals in the subtotal section at the bottom of Table 1.
  9. Proceed to Table 2. Here, enter the payer's federal identification number from your 1099 or 4119 forms in the designated field.
  10. Input the taxable pension distribution or other relevant income amounts from your 1099 forms in Table 2.
  11. Record the Michigan income tax withheld as shown on your 1099 forms in the appropriate column of Table 2.
  12. Calculate the subtotal for Table 2 and enter it in the subtotal section provided.
  13. Add the totals from Table 1 and Table 2 to get your overall total, and enter this amount in the designated field.
  14. Finally, attach the completed Schedule W to your MI-1040 or MI-1040X form as required.

Dos and Don'ts

When filling out the Michigan 3924 form, there are several important guidelines to follow. Below is a list of things you should and shouldn't do:

  • Do use blue or black ink when completing the form.
  • Do ensure that all numbers are printed clearly, without spaces. For example, write "0123456789" instead of "1 4".
  • Do attach your completed Schedule W to your MI-1040 or MI-1040X as required.
  • Do keep copies of your W-2s for your records for at least six years.
  • Don't submit W-2 or 1099 forms along with your return; only the Schedule W is necessary.
  • Don't forget to check for any additional Schedule W forms if you have more entries to report.