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When to Use Tax Form 4137: Tax on Unreported Tip Income

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 16, 2024 2:24 AM
OVERVIEW

You may need to use IRS Form 4137 to calculate any additional tax you may owe on unreported tip income.

 

Key Takeaways

  • Employees who receive tips as part of their income need to report and pay taxes on them in addition to any hourly wages received from their employers.
  • The amount of tax withheld from the employee's paycheck is based on the reported tip income. Failing to report tips can result in additional penalties owed.
  • Employers may allocate tips to employees and report these on your W-2. This information can be used when completing Form 4137.
  • Form 4137 is a one-page form that calculates the additional Social Security and Medicare taxes owed on unreported tip income.

Taxable tips

If you work in an industry where it’s customary to receive a portion of your income from customer tips, you need to pay Social Security and Medicare taxes on those earnings in addition to any hourly wages that you receive. However, you will need to report your tip income to your employer to have these taxes withheld from your paycheck. If you don’t, you may need to use IRS Form 4137 to calculate the additional tax you owe on the unreported tip income.

Tip taxation basics

Taxpayers who regularly receive tips at work generally also receive hourly wages from their employers. Your employer will withhold Social Security and Medicare taxes from your wages and perhaps federal and state taxes depending on how you completed your Form W-4, Employee's Withholding Certificate. The amount that gets withheld is based on your hourly wages and the amount of tip income that you report. However, if your tip income is substantial, paycheck may be insufficient to cover your taxes, and it may be necessary to give them a portion of your tips to pay the difference.

TurboTax Tip:

You should carefully track and report all tips earned, regardless of what tax forms your employer provides to you.

Reporting your tips

Any month you earn $20 or more in tips, you have an obligation to report them to your employer so they can calculate the appropriate amount of tax withholding; otherwise, the IRS can increase the amount you owe with a tax penalty.

However, failing to report all tip income to your employer doesn’t excuse you from reporting it on your tax return. In this case, not only must you pay income tax on these earnings, you also need to calculate the Social Security and Medicare taxes you owe using Form 4137.

When you receive a W-2 from your employer, it reports your hourly wages and the tips you actually report, or sometimes, tips that have been allocated to you—see below. At the end of the year, the difference between the amounts reported in box 1 of your W-2 and the income you actually earn when including your unreported tips is the amount you need to report on Form 4137.

Allocated tips

If you fail to report tip income that’s at least 8 percent of your food and drink sales or choose not to participate in your employer’s Attributed Tip Income Program, your employer may allocate tips to you—which they will report in box 8 of your W-2. Unless you have sufficient evidence that your employer’s allocation is inaccurate, you must report this amount as unreported tip income when calculating your Medicare and Social Security tax on Form 4137.

Preparing Form 4137

Form 4137 is only one page in length and requires two straightforward calculations. First, you must report all unreported tips—even if under $20—which are subject to the Medicare tax. This amount is multiplied by the appropriate tax rate. The second calculation for your Social Security tax is similar, but it only applies to the first $168,600 of income for 2024. Therefore, if the amount of your unreported tips plus all of your income that is subject to Social Security tax exceeds this amount, you don’t have to pay Social Security tax on the excess. Any additional tax liability from your tips is transferred to your total taxes amount as reported on your tax return.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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