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Abigail Patel

Two identical W2s with same control number and box 1 amount - do I need to file both?

So I'm really confused about my tax situation this year. I received two W2 forms from my employer (I work at a shipping/logistics warehouse) but they have the exact same control number and the amount in Box 1 is identical on both forms. I transferred from a facility in Nevada to one in Oregon midway through last year, and initially thought maybe one W2 was for each state. When I look closer though, the forms have some differences. On the copy labeled "OR State reference copy," box 16 shows a different amount than on the other W2. I called HR about this and they explained that my withholding didn't change after my transfer because I never updated my W4 form. The real problem is that when I try entering both W2s into my tax software (using 1040.com), it shows I owe over $4,000 in taxes! That seems completely wrong if they're basically duplicates. I'm thinking maybe I only need to submit one of them, but I don't want to mess up my return and get in trouble. Has anyone dealt with something similar? Should I file both or just one?

Daniel White

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This is a common issue when you transfer locations within the same company. Based on what you've described, you likely have one W-2 for each state you worked in during the year. The control numbers might be the same because it's the same employer, and Box 1 (federal wages) would be identical because that's your total annual wages regardless of which state you worked in. The key difference is in Box 16, which shows state wages. This suggests you need to file both W-2s because they represent income taxed in different states. If you only file one, you're not properly reporting your state tax situation. When you enter both W-2s, make sure you're not doubling your federal income. Some tax software might not recognize they're from the same employer if the control numbers are identical, causing it to count your federal wages twice. Check if there's a way to indicate it's the same employer in different states.

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Nolan Carter

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But if the control numbers are identical, won't the IRS think I'm reporting the same income twice? Also, if box 1 is my total annual wages on both forms, wouldn't entering both W2s double count my income? I'm so confused about this.

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Daniel White

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The IRS matches W-2 forms using a combination of your SSN, the employer EIN, and the control number. In your case, when you file properly, you're not claiming twice the income - you're showing the allocation between states. Your federal return shows your total income once, and each state return shows the portion earned in that state. Most tax software should handle this correctly if you indicate it's a multi-state situation. Double-check that you've entered the W-2s as "multiple states, same employer" or a similar option in your software. If 1040.com doesn't have this feature, you might need to use different software that better handles multi-state taxation.

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Natalia Stone

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I ran into almost the exact same issue last year after transferring between fulfillment centers. I spent hours on the phone with tax support lines trying to figure it out until someone recommended taxr.ai (https://taxr.ai) to me. They analyzed both of my W2s, confirmed they were for different states, and explained exactly how to enter them into my tax software without double-counting the income. The issue is that some tax prep software doesn't handle multi-state W2s from the same employer correctly, especially when they have identical control numbers. The taxr.ai system figured out right away that I needed to use the "multiple states, same employer" option that was buried in an advanced settings menu I never would have found on my own.

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Tasia Synder

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How exactly does taxr.ai work? Do I just upload my W2s and it tells me what to do? Does it actually file the taxes for me or just give advice?

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Sounds interesting but I'm always skeptical of tax services. How much did it cost you? Did you still need to pay for your regular tax software too?

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Natalia Stone

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You just upload your documents and it analyzes them in minutes - it pointed out specific fields I needed to pay attention to and exactly how to enter everything correctly in my tax software. It doesn't file taxes for you, but gives you clear instructions for your specific situation. It's more like having a tax expert review your documents and give you personalized guidance. I still used my regular tax software to actually file, but with the correct instructions for how to handle my complicated situation. Completely worth it to avoid the headache and potential errors.

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Just wanted to update that I took the plunge and tried taxr.ai for my W2 situation. I was honestly blown away by how helpful it was! The system immediately recognized that my W2s were for two different states but from the same employer, and explained exactly how to enter them in my tax software without doubling my income. Turns out I was entering them as completely separate employers which is why my tax bill was so high - I was essentially reporting twice my actual income! The instructions were super clear and even showed me screenshots of where to find the right options in my tax software. My actual tax bill ended up being about $400, not $4000! Can't believe I almost paid 10x what I actually owed.

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If you're still struggling with getting answers from HR, you might want to try Claimyr (https://claimyr.com). I was in a similar situation last year with duplicate W2s and couldn't get a straight answer from my company. After weeks of getting nowhere, I used Claimyr to connect with an actual IRS agent in about 15 minutes instead of waiting on hold for hours. The IRS agent walked me through exactly what to do with my multiple W2s and confirmed I needed to report both but make sure the income wasn't being counted twice. They even sent me documentation I could reference if the issue came up again. Check out their demo at https://youtu.be/_kiP6q8DX5c to see how it works. Completely changed my approach to dealing with tax questions.

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Ellie Perry

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Wait, how does this work? I thought it was impossible to get through to the IRS these days. Last time I tried I was on hold for 3 hours and then got disconnected.

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Landon Morgan

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Yeah right. There's no way to skip the IRS phone queue. This sounds like a scam to me. They probably just take your money and put you on hold like everyone else.

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It uses a callback system that monitors the IRS phone lines and calls you when it's your turn to speak with someone. I didn't believe it either at first, but it actually works - I got connected in about 17 minutes when I tried it. No, it's definitely not a scam. It doesn't claim to "skip" the queue - it just manages the wait time for you so you don't have to sit on hold. You get a text when your call is about to connect so you can be ready. It saved me hours of frustration and I got the exact info I needed straight from an IRS agent.

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Landon Morgan

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I have to eat my words about Claimyr from my previous comment. After continuing to get nowhere with my employer about my W2 issue, I decided to try it despite my skepticism. I'm honestly shocked - it actually worked exactly as described. Got a text after about 20 minutes saying my call was being connected, and I was talking to a real IRS agent who helped me understand how to properly report my two-state W2 situation. The agent confirmed I needed to file both W2s but explained how to properly allocate the income between states without double-counting. She even emailed me IRS documentation about multi-state W2 reporting that I could show my tax preparer. Dealing with the IRS directly saved me thousands in incorrectly calculated taxes. Cannot believe I wasted weeks trying to get answers elsewhere.

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Teresa Boyd

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I think I can explain what's happening. You have two W-2s because you worked in two different states. Box 1 shows your total federal wages on both because that's your complete annual income regardless of state. The state information (Box 16) differs because it shows only the wages earned in each specific state. With multi-state income, you should file both W-2s but make sure your software knows they're from the same employer so it doesn't double count your federal income. If 1040.com isn't handling this correctly, try a different software like FreeTaxUSA or TurboTax that has better multi-state support.

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Abigail Patel

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This explanation makes a lot of sense! I think I missed something when entering the W2s. Do you know specifically where in 1040.com I would indicate they're from the same employer? I've looked through all the options and can't find anything like that.

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Teresa Boyd

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In 1040.com, after entering your first W-2, there should be an option like "Add another W-2 from this employer" when you go to add the second one. If you don't see this option, try contacting their support directly as the interface might vary by year. Alternatively, when entering the second W-2, there might be a checkbox or dropdown where you can select "Same employer, different state" or something similar. If you still can't find it, you might consider switching to different software that better handles multi-state taxation. H&R Block and TurboTax definitely have clear options for this specific situation.

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Lourdes Fox

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Hey quick question - has anyone used CreditKarma Tax (now Cash App Taxes) for a situation like this with multiple W2s from the same employer? I'm having the exact same issue but with Arizona and Texas.

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Bruno Simmons

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Cash App Taxes is awful for multi-state situations in my experience. I tried using it last year for a similar situation and it completely messed up my state returns. It kept double-counting income and there was no clear way to indicate same employer/different states. I ended up switching to FreeTaxUSA which handled it perfectly and was still pretty cheap.

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