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Blank Michigan 3924 Form

The Michigan 3924 form, officially known as the Withholding Tax Schedule, is a critical document for individuals who had Michigan income tax withheld. This form allows taxpayers to report their state and city income tax withholdings accurately on their Individual Income Tax Return (MI-1040). Completing the Michigan 3924 form ensures that taxpayers can claim the correct amount of withholding, facilitating a smoother tax filing process.

Outline

The Michigan 3924 form, also known as the Withholding Tax Schedule, plays a crucial role for individuals who had Michigan income tax withheld during the tax year. This form is necessary for claiming the withheld amount on the Individual Income Tax Return, specifically on line 34 of the MI-1040. To complete the form, individuals must provide personal information, including their name and Social Security number, and if filing jointly, the same details for their spouse. The form includes tables to report Michigan tax withheld from various sources, such as W-2s and 1099s. In these tables, filers will enter details about their income and the corresponding tax withheld. It is important to attach the completed Schedule W to the MI-1040 or MI-1040X to avoid delays in processing the return. Additional instructions guide users on how to fill out the form accurately and what to do if they need more space. Overall, the Michigan 3924 form is essential for ensuring that individuals receive proper credit for taxes withheld from their earnings.

Sample - Michigan 3924 Form

	Michigan Department of Treasury	Schedule W
	3924 (Rev. 9-09), Page 1	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
													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

									00		00			00
									00		00			00
									00		00			00
									00		00			00
									00		00			00
									00		00			00
									00		00			00
									00		00			00
Enter Table 1 Subtotal from additional Schedule W forms (if applicable)											00			00
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		00
				00		00
				00		00
				00		00
				00		00
				00		00
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.

+ 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	2009	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

Click for PDF

Form Information

Fact Name	Description
Form Title	Michigan Withholding Tax Schedule (Schedule W 3924)
Revision Date	Revised September 2009
Governing Law	Issued under authority of Public Act 281 of 1967
Purpose	To report Michigan income tax withheld for the year 2009
Filing Requirement	Must be completed if Michigan income tax was withheld in 2009
Attachment Requirement	Attach Schedule W to Form MI-1040 or MI-1040X
Instructions	Type or print in blue or black ink; follow specific formatting for numbers
Table 1	Used for reporting Michigan tax withheld on W-2, W-2G, or corrected W-2 forms
Table 2	Used for reporting Michigan tax withheld on 1099 and 4119 forms
Record Keeping	Keep copies of W-2s for six years for tax record purposes

Detailed Guide for Filling Out Michigan 3924

After gathering all necessary documents, proceed to complete the Michigan 3924 form. This form is essential for reporting any Michigan income tax withheld. Follow the steps outlined below to ensure accurate completion.

Begin by entering your first name, middle initial, and last name in the designated fields.
Provide your Social Security Number in the format: XXX-XX-XXXX.
If filing jointly, enter your spouse’s first name, middle initial, and last name.
Include your spouse’s Social Security Number using the same format.
In Table 1, mark an “X” in the appropriate box if the information pertains to you or your spouse.
Fill in the employer’s federal identification number, followed by the employer’s name.
Enter the wages, tips, or other compensation from Box 1 of your W-2.
Input the Michigan income tax withheld as shown in Box 17 of your W-2.
Record the city income tax withheld from Box 19 of your W-2.
Repeat the process for any additional W-2 forms, ensuring to complete all relevant fields.
Calculate the subtotal for Table 1 by adding the amounts in columns E and F. Write this total in the designated line.
If applicable, complete Table 2 using similar steps for 1099 or 4119 forms. Mark an “X” where necessary and fill in the required fields.
Calculate the subtotal for Table 2 and record it in the specified line.
Add the totals from Table 1 and Table 2 to determine the final total. Write this amount in the appropriate line.
Ensure that the completed Schedule W is attached to your MI-1040 or MI-1040X form.

Obtain Answers on Michigan 3924

What is the Michigan 3924 form?

The Michigan 3924 form, also known as Schedule W, is used to report Michigan income tax withholding. If you had any Michigan income tax withheld during the year, you need to complete this schedule to claim the withholding on your Individual Income Tax Return (Form MI-1040 or MI-1040X).
Who needs to fill out the Michigan 3924 form?

Any individual who had Michigan income tax withheld from their wages, pensions, or other income sources during the tax year must fill out this form. This includes those who received W-2, 1099, or 4119 forms indicating tax withholding.
How do I complete the Michigan 3924 form?

To complete the form, you will need to gather information from your W-2 and 1099 forms. Enter the required details in the appropriate sections, including your name, Social Security number, and the amounts withheld. Make sure to follow the instructions carefully, especially when filling out the withholding tables.
What if I have multiple W-2 or 1099 forms?

If you have multiple W-2 or 1099 forms, you can report the total amounts on the Michigan 3924 form. If necessary, attach additional Schedule W forms to report all withholding amounts accurately.
Where do I send the completed Michigan 3924 form?

The completed Michigan 3924 form must be attached to your MI-1040 or MI-1040X when you file your state income tax return. Ensure that it is submitted to the Michigan Department of Treasury along with your return to avoid processing delays.
What happens if I do not attach the Michigan 3924 form?

If you fail to attach the Michigan 3924 form when required, it may delay the processing of your tax return. It is essential to include this form to ensure that your withholding is properly credited.
Can I file the Michigan 3924 form electronically?

Yes, you can file your Michigan tax return electronically, which often includes the ability to submit the Michigan 3924 form as part of the electronic filing process. Check with your tax software or tax professional for specific instructions on electronic submissions.
How long should I keep copies of my W-2 and 1099 forms?

It is recommended to keep copies of your W-2 and 1099 forms for at least six years. This is important in case the Michigan Department of Treasury requests these documents for verification or if you need them for future reference.
What if I paid income tax to another state?

If you paid income tax to a governmental unit outside of Michigan, you should refer to the instructions for Schedule 2, line 5 of the MI-1040 form. This will guide you on how to report and possibly claim a credit for those taxes.

Common mistakes

When filling out the Michigan 3924 form, individuals often make several common mistakes that can lead to delays or complications in processing their tax returns. Understanding these errors can help ensure a smoother experience.

One frequent mistake is failing to include the required Schedule W with the MI-1040 or MI-1040X forms. If this schedule is not attached when necessary, it may cause delays in the processing of the return. Always double-check that all required documents are included before submission.

Another common error is incorrect information in the personal details section. People sometimes miswrite their names or Social Security numbers. It is crucial to type or print clearly in blue or black ink, ensuring that all details match the official documents.

Many individuals also overlook the importance of completing the withholding tables accurately. Errors can occur when transferring figures from W-2 or 1099 forms. It is essential to double-check the numbers entered in columns E and F to avoid discrepancies.

Some filers forget to mark the appropriate boxes indicating whether the form is for themselves or their spouse. This oversight can lead to confusion and potential issues with the return. Always ensure that the correct box is checked to indicate the correct taxpayer.

Another mistake involves the subtotal calculations. Filers may fail to add the totals from the withholding tables correctly. This can result in an incorrect total on line 3, which must be carried over to the MI-1040. Careful addition and verification of totals are necessary to prevent errors.

Additionally, individuals sometimes neglect to keep copies of their W-2s and 1099s for their records. These documents should be retained for at least six years, as they may be requested by the Department of Treasury. Keeping organized records can alleviate stress if questions arise later.

Some people also mistakenly submit W-2 or 1099 forms along with their returns. The instructions clearly state that these forms should not be included. Instead, only the completed Schedule W should be attached, so it's important to follow the guidelines closely.

Lastly, filers often fail to review the instructions thoroughly. Each section of the Michigan 3924 form has specific guidelines that can help prevent errors. Taking the time to read the instructions can provide clarity and help ensure that the form is completed correctly.

By being aware of these common mistakes and taking steps to avoid them, individuals can ensure a smoother filing process and minimize the risk of delays or complications with their tax returns.

Documents used along the form

The Michigan 3924 form, also known as the Withholding Tax Schedule, is an essential document for individuals who have had state income tax withheld. It allows taxpayers to claim the amount withheld on their individual income tax return. However, it is often accompanied by several other forms and documents that can help clarify and support your tax filing. Here’s a brief overview of six commonly used forms alongside the Michigan 3924.

Form MI-1040: This is the standard Individual Income Tax Return form for Michigan residents. It is used to report total income, calculate tax liability, and claim any refunds or credits. The Michigan 3924 form should be attached to this form when claiming withheld taxes.
Form MI-1040X: This form is the amended version of the MI-1040. Taxpayers use it to correct errors on their original tax return. If you received a corrected W-2 and need to adjust your tax return, the MI-1040X must also include the Michigan 3924 form.
Form W-2: The Wage and Tax Statement is provided by employers and details the wages earned and the taxes withheld throughout the year. This form is crucial for filling out the Michigan 3924, as it provides the necessary information on state withholding.
Form 1099: This form is used to report various types of income other than wages, salaries, and tips. If you have income reported on a 1099, such as freelance earnings or interest income, it may also require you to complete the Michigan 3924 to report any state tax withheld.
Form 4119: Similar to the 1099, this form reports certain types of income, including pension distributions. If Michigan tax was withheld from these distributions, it should be reported on the Michigan 3924.
City Income Tax Worksheet: This worksheet is included in the MI-1040 instruction booklet. It helps calculate any city income tax owed based on the totals reported on the Michigan 3924. It ensures that all city taxes are accurately accounted for when filing your state return.

Understanding these forms can significantly ease the tax filing process. Each document plays a vital role in ensuring that your tax return is accurate and complete. Always double-check to ensure all necessary forms are attached to avoid delays in processing your return. Being prepared with the right documents can lead to a smoother experience during tax season.

Similar forms

Form W-2: This form is similar to the Michigan 3924 because it reports wages and taxes withheld from an employee's paycheck. Both documents provide essential information for individuals to accurately file their income tax returns.
Form 1099: Like the Michigan 3924, Form 1099 is used to report various types of income, such as freelance earnings or interest income. It also indicates the amount of tax withheld, which is necessary for tax return preparation.
Form MI-1040: This is the Michigan Individual Income Tax Return. The Michigan 3924 is used in conjunction with this form to report withheld taxes, ensuring that taxpayers can claim the correct amount on their state return.
Form MI-1040X: This is the amended Michigan Individual Income Tax Return. If there are corrections to income or withholding reported on the MI-1040, the Michigan 3924 must be included to reflect any changes in withheld tax amounts.
Form 4119: Similar to the Michigan 3924, this form reports specific types of income, such as unemployment benefits, and includes information on tax withholding, ensuring accurate tax reporting.
Schedule C: This schedule is used for reporting income from self-employment. While it does not report withholding directly, it is often filed alongside other forms like the Michigan 3924 to provide a complete picture of income and taxes owed.
Schedule E: This form reports supplemental income, such as rental income. It can be similar to the Michigan 3924 in that it may also include information on taxes withheld from such income, aiding in accurate tax filings.

Dos and Don'ts

When filling out the Michigan 3924 form, there are important steps to follow to ensure accuracy and compliance. Here are some things you should and shouldn't do:

Do type or print your information clearly in blue or black ink.
Do use the correct format for numbers. For example, write 0123456789 instead of 1 4.
Do attach the completed Schedule W to your MI-1040 or MI-1040X as needed.
Do keep copies of your W-2s for your records for six years.
Don't submit W-2 or 1099 forms with your tax return.
Don't forget to carry totals from Table 1 and Table 2 to the appropriate lines on your MI-1040.
Don't leave any required fields blank; this may delay processing.

By following these guidelines, you can help ensure that your form is completed correctly and efficiently.

Misconceptions

Understanding the Michigan 3924 form, also known as the Withholding Tax Schedule, is essential for residents who wish to accurately report their income tax withholding. However, several misconceptions about this form can lead to confusion. Here are nine common misunderstandings:

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

This form is not limited to employees. It is also applicable to individuals receiving income from various sources, such as pensions or unemployment benefits, where Michigan tax was withheld.

Misconception 2: You can submit W-2 or 1099 forms along with the Michigan 3924.

In fact, you should not submit W-2 or 1099 forms with your return. Instead, you must complete the Michigan 3924 using the information from these forms.

Misconception 3: Completing the Michigan 3924 is optional if you had tax withheld.

It is mandatory to complete the Michigan 3924 if you had Michigan income tax withheld. Failing to do so can result in processing delays for your tax return.

Misconception 4: The form can be filled out in any color of ink.

The instructions specify that you should use blue or black ink only. Using other colors may lead to processing issues.

Misconception 5: You only need to fill out Table 1 for W-2 income.

While Table 1 is for W-2 income, Table 2 must also be completed if you have income reported on 1099 or 4119 forms. Both tables are essential for an accurate report.

Misconception 6: You do not need to keep copies of your W-2s after filing.

It is crucial to retain copies of your W-2s for at least six years. These documents may be requested by the Michigan Department of Treasury for verification purposes.

Misconception 7: The Michigan 3924 is only relevant for state taxes.

This form also addresses city income tax withholding. If you live in a Michigan city that imposes an income tax, you must report that as well.

Misconception 8: The Michigan 3924 form is the same as the federal withholding forms.

The Michigan 3924 is specifically designed for Michigan state and city taxes, while federal forms serve a different purpose. Each has its own set of rules and requirements.

Misconception 9: You can ignore the form if you are filing an amended return.

If you are filing an amended return (MI-1040X) due to a corrected W-2, you must still complete a Michigan 3924. This ensures that any withholding adjustments are accurately reflected.

By clarifying these misconceptions, individuals can better navigate the requirements of the Michigan 3924 form and ensure compliance with state tax regulations.

Key takeaways

Filling out the Michigan 3924 form, also known as the Withholding Tax Schedule, is an important step in accurately reporting your income tax withheld. Here are some key takeaways to keep in mind:

Eligibility: You need to complete this form if you had Michigan income tax withheld during the tax year.
Attachment Requirement: Always attach your completed Schedule W to your MI-1040 or MI-1040X when filing your tax return.
Correct Format: Use blue or black ink to fill out the form. Ensure that numbers are printed correctly, avoiding spaces between digits.
Tables for Reporting: The form includes two tables. Table 1 is for income from W-2 forms, while Table 2 is for income from 1099 and 4119 forms.
Subtotal Calculations: After filling in the tables, calculate the subtotals for each table. These subtotals are crucial for determining your total withholding.
City Income Tax: If applicable, report any city income tax withheld in the designated columns. This information is essential for accurate tax reporting.
Keep Records: Retain copies of your W-2s and other relevant documents for at least six years. These may be needed if requested by the Department of Treasury.

By following these guidelines, you can ensure that your Michigan 3924 form is filled out correctly and submitted on time, helping to streamline the tax filing process.