Corrected Wage and Tax Statement, is used to correct a Form W-2.

How to take credit for excess social security or railroad retirement tax withholding. Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. If you are married but file a separate return, you can take credit only for the tax withheld from your own income. You should also receive copies to file with your state and local returns. Form W-2 is also used to report any taxable sick pay you received and any income tax withheld from your sick pay. Where to claim credit for excess social security withholding. Most employers must withhold social security tax from your wages.

Corrected Wage and Tax Statement, is used to correct a Form W-2. You must figure the excess separately for both you and your spouse to determine if either of you has excess withholding. However, different rules may apply if you live in a community property state. Add to that the income you received during the rest of your fiscal year. Form RRB-1099, Payments by the Railroad Retirement Board. Your employer's name, address, and telephone number, and, if known, your employer's identification number.