pdf app

PDFelement - Edit, Annotate, Fill and Sign PDF Documents

Get from App Store

IRS Form 4137: Fill it Out the Best Way

Home > How to Fill in IRS Form 4137

If you work in a sector where it is common to receive a portion of your income from customer tips, then you need to pay social security and Medicare taxes on those tips. However, if you do not report your tip income to your employer, you may use IRS Form 4137 to calculate the additional tax you owe on the unreported tax tip.

Part 1Your Best Solution to Fill out IRS Form 4137

With just some simple clicks, you can fill out your IRS Form 4137 comfortably and easily. The best way to achieve this is by using Wondershare PDFelement .

pdf forms function for windows

Its form filling capability is very impressive. With the software, you can write on the PDF form, check boxes in the PDF and select radio buttons anywhere in the PDF form. It is indeed a whole new level of form filling, thanks to the superior software of Wondershare PDFelement.

Note, it does not end there. Wondershare PDFelement offers you the best solution for all other PDF needs at an affordable cost. Form creating new forms, splitting and merging PDF documents, converting various formats and images and lots more, Wondershare PDFelement has proven itself to be the choice of professionals seeking to solve their PDF needs. It is available in Mac and Windows and the User interface is modern and friendly. It is surely the best solution to fill out your IRS Form 4137 which is a PDF form.

Part 2Instructions for How to Complete IRS Form 4137

How will you complete an IRS Form 4137 if you have one to fill? The answer is simple, Just use Wondershare PDFelement to fill it out without errors. The following is a step by step guide to help you fill the form easily with Wondershare PDFelement.

Step 1: The first thing that is required is to obtain the form. You can do this by getting from the IRS office. However, filling it electronically will require you to download a soft copy from the official website of the IRS. Once this is done, kindly open it with Wondershare PDFelement and start filling it out as required.

import irs form pdf

Step 2: Write name of person who received tips and the social security number. On line 1, you will have to complete a separate line for each employer. That means if you have a total of 5 employers, they will take the rows form Line 1A to 1E. Write the name of the employer to whom you are required to but did not report all your tips on 1a, the employer identification number on 1b, the total charge and cash tips you received including the unreported ones on line and the total charge and cash tips reported to the employer on 1d.

Step 3: Enter the total amount of cash and charge tips you received in the year on line 2 by adding the amount on line 1 column c and on line 3, you are expected to enter the total cash and charge tips you reported to your employers in the year by adding the amounts on line 1 column d. To get the amount you must include in the total on form 1040 line 7, you must subtract line 3 from line 2 and enter the result on line 4.

Step 4: Enter on line 5 cash and charge tips you received but did not report to your employer because the total was less than $20 in a calendar month. You can see further instructions for clarity if needed. Then get the unreported tips subjected to Medicare tax by subtracting line 5 from line 4 and enter amount on line 6. However, note that the $118,500 recorded on the form on line 7 represents the maximum amount of wages including tips subject to social security tax.

fill form 4137 lines 1 to 6

Step 5: Line 8 is the total security wages and social security tips. See further instructions. Then on line 9, you will have to subtract line 8 from line 7. But note that if line 8 is more than line 7, then you will have to enter 0.

Step 6: Line 10 represents unreported tips subject to social security tax. You will have to enter the smaller of line 6 or line 9 if you received tips as state, federal or local government employee.

Step 7: Then multiply line 10 by 0.062 which is the social security tax rate and multiply line 6 by 0.0145 which is the Medicare tax rate and enter result on line 11 and line 12 respectively.

fill form 4137 lines 7 to 13

Step 8: Then finally, add line 11 and line 12 and enter the result on line 13. Note that this figure should also be recorded on Form 1040 line 58, Form 1040NR line 56 or Form 1040NR-EZ line 16.

Part 3Tips and Warnings for IRS Form 4137

Wondershare Editor

Posted by to | Follow @margaretecottyg
Published: Mar 04,2016 10:55 am / Updated: Aug 23,2016 11:00 am

Ask the Community

Still get confused or have more suggestions? Leave your thoughts to Community Center and we will reply within 24 hours.

Recommend Articles

Easy Way to Make a PDF Form Fillable

How can I make a PDF form fillable? This article will tell you the easiest method for making fillable PDF forms

Posted by Elise Williams | 15.11.2017

How to Make Use of Adobe Acrobat Standard

Don't know how to use Adobe Acrobat Standard? This guide will tell you everything you need to know.

Posted by Elise Williams | 16.11.2017

High School Resume Template : Download, Create, Edit, Fill and Print

This is the High School Resume Template download page. You can free download High School Resume Template to fill, edit, print and sign.

Posted by Margarete Cotty | 18.10.2017

Top 4 Paperless Document Management Software

This article lists the best paperless document management software and gives a guide on how to develop a paperless documents management system.

Posted by Elise Williams | 14.07.2017

Why Do I Have the Watermarks Added in My PDF File? How Do I Remove Them?

This guide helps you know how to remove watermarks added by the trial version.

Posted by Margarete Cotty | 28.03.2017

Foxit PhantomPDF vs Adobe Acrobat

Is Foxit PhantomPDF better than Adobe Acrobat? Here're the main differences between the two PDF editors.

Posted by Audrey Goodwin | 18.08.2017

IRS Form 1120: Complete this Form with Wondershare PDFelement

Wondershare PDFelement is the best option for filling your IRS Form 1120 and any other PDF form. Read the filling instructions here to fill the form right.

Posted by Margarete Cotty | 06.05.2016

IRS Form 1098-T: Fill it Without Errors

Fill out IRS Form 1098-T right is critical and that's why filling process matters a lot. Check the instructions here to know the way to fill it correctly.

Posted by Margarete Cotty | 25.02.2016

Weekly Menu Template: Free Download, Create, Edit, Fill and Print

This is the Weekly Menu Template download page. You can free download Weekly Menu Template to fill,edit,print and sign.

Posted by Margarete Cotty | 13.10.2017

Rental Lease - Free Download, Create, Edit, Fill and Print PDF Templates

This is a Rental Lease download page. You can free download Rental Lease to fill, edit and print

Posted by Margarete Cotty | 11.10.2017

Meet All New PDFelement 6

Join PDFelement club and work better!

Get free & valuable PDF tips and stay up to date with all of our new features & resources in your inbox directly!

Digitize paperwork and accelerate the way you create, prepare and sign documents.

Available for Windows, Mac, iOS, & Android.

Try Free Buy Now
Start your free trial!

Skip and Download

Start your free trial!

Skip and Download

Black Friday ONLY! Calendar 2018 Giveaway!

Want to get more? Explore Template Library>>>