W-2 Non-filer Questionnaire Flashcard

Front

What is a W-2 Non-filer?

Back

Someone who has a wage statement showing Louisiana sourced income but no return is on file

Front

The W-2 Non-filer questionnaire is sent because the Louisiana Department of Revenue (LDR) has received a wage statement showing Louisiana sourced income but no ______ is on file.

Back

return

Front

The income may be reported by the Internal Revenue Service (IRS), the taxpayer’s employer, the Louisiana Workforce Commission (LWC), or via _______.

Back

LaWage

Front

What happens when a W-2 non-filer takes place according to the Louisiana Department of Revenue (LDR)?

Back

LDR places a W-2 Non-Filer Indicator and generates a questionnaire

Front

Which of the following is NOT listed as an income source compiled by LDR for W-2 non-filers? Options: W-2, 1099-INT, 1040-EZ, 1099-MISC

Back

1040-EZ

Front

If the taxpayer fails to report Louisiana income on a resident or non-resident/part-year return, LDR places a _______ Indicator and a questionnaire is generated.

Back

W-2 Non-Filer

Front

Income source compiled by LDR for W-2 non-filers: 1099-DIV, 401-K, 1040, 1098-T

Back

1099-DIV

Front

If the taxpayer is a resident of Louisiana, what should they do regarding their income?

Back

File a resident return reporting all income received

Front

If the taxpayer paid taxes to another state, what may they claim on their Louisiana resident return?

Back

A credit for taxes paid to other states (CFTR)

Front

If the taxpayer is not a resident of Louisiana but received income from Louisiana sources, what should they file?

Back

Louisiana non-resident/part-year return