Skip to content
Form 1040-SR
Form 1040-SR

Form 1040-SRU.S. Tax Return for Seniors

1a — W-2 Wages, Salaries, Tips Updated for tax year 2025

Does this apply to you?

  • You worked a part-time or seasonal job during retirement
  • You continued full-time employment past age 65
  • You received W-2 wages from consulting or board service
  • You earned tips reported by your employer on a W-2
  • You received taxable fringe benefits included in W-2 Box 1

Easy to overlook

W-2s from short-term or early-year jobs Seniors who pick up temporary work — tax season prep, holiday retail, substitute teaching — often forget the W-2 from a two-month job. The IRS has every W-2 on file and matches them against your return. A missing W-2 triggers a CP2000 notice regardless of the amount. 1 CP2000 pattern — unreported W-2 income from short-term jobs

Taxable fringe benefits already in Box 1 Group-term life insurance coverage over $50,000 adds imputed income to your W-2 wages. Employers also include the value of personal use of a company vehicle. These amounts are already in Box 1 — do not report them a second time. 2 IRS Publication 525 — Taxable and Nontaxable Income

Watch out for this

Using W-2 Box 3 (Social Security wages) or Box 5 (Medicare wages) instead of Box 1. These boxes differ because pre-tax deductions like 401(k) contributions reduce Box 1 but not Box 3 or Box 5. Seniors still contributing to employer retirement plans see the largest discrepancies between these boxes.

Footnotes

  1. IRS CP2000 Notice, W-2 Income Matching. https://www.irs.gov/individuals/understanding-your-cp2000-notice

  2. IRS Publication 525, Taxable and Nontaxable Income. https://www.irs.gov/pub/irs-pdf/p525.pdf

Back to top