Contents
Introduction ........................................
1
Important Changes for 1999 .............
2
Important Changes for 2000 .............
2
Chapter
1. Tax Withholding for 2000 ...........
3
Salaries and Wages .......................
3
Tips .................................................
11
Taxable Fringe Benefits ..................
11
Sick Pay ..........................................
13
Pensions and Annuities ..................
13
Gambling Winnings .........................
14
Unemployment Compensation .......
14
Federal Payments ...........................
15
Backup Withholding ........................
15
2. Estimated Tax for 2000 ...............
16
Who Must Make Estimated Tax
Payments? ...............................
16
How To Figure Estimated Tax ........
17
2000 Estimated Tax Worksheet .....
20
When To Pay Estimated Tax .........
21
How To Figure Each Payment .......
22
2000 Annualized Estimated Tax
Worksheet ................................
24
How To Pay Estimated Tax ............
26
Illustrated Examples .......................
26
2000 Tax Rate Schedules ..............
31
2000 Standard Deduction Tables ...
32
3. Credit for Withholding and
Estimated Tax for 1999 ...............
33
Withholding .....................................
33
Estimated Tax .................................
34
Excess Social Security or Railroad
Retirement Tax Withholding ....
34
4. Underpayment Penalty for 1999
36
General Rule ...................................
36
Exceptions ......................................
37
Figuring Your Required Annual
Payment ...................................
37
Short Method for Figuring the
Penalty .....................................
38
Regular Method for Figuring the
Penalty .....................................
38
Farmers and Fishermen .................
41
Waiver of Penalty ...........................
41
5. How To Get More Information ..
47
Index ....................................................
48
Introduction
The federal income tax is a pay-as-you-go
tax. You must pay the tax as you earn or re-
ceive income during the year. There are two
ways to pay as you go.
Withholding. If you are an employee,
your employer probably withholds income
tax from your pay. Tax may also be
withheld from certain other income in-
cluding pensions, bonuses, commissions,
and gambling winnings. In each case, the
amount withheld is paid to the Internal
Revenue Service (IRS) in your name.
Estimated tax. If you do not pay your tax
through withholding, or do not pay
enough tax that way, you might have to
Department
of the
Treasury
Internal
Revenue
Service
Publication 505
(Rev. December 1999)
Cat. No. 15008E
Tax
Withholding
and Estimated
Tax