Schwab MoneyWise^®

Understanding Form W-2

If you've got a job, then chances are you'll get a Form W-2. The form will be filled out by your employer and reports a year's worth of income (including tips and bonuses). Employees usually receive three copies: one for filing with a federal tax return, one for filing with a state tax return and one for filing away in their own records.

filling out W-4

Investing involves risk, including possible loss of principal.

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

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