The Mississippi Income / Withholding Tax Schedule is a supporting schedule used to report income statements and withholding details that tie into a Mississippi individual income tax return. It is designed to list information from documents such as Forms W-2, 1099, W-2G, and in some cases 1099-R, so the state can match the income you report with the tax withheld for Mississippi purposes. This schedule helps organize the employer or payer details, the taxpayer identification information connected to each statement, the state wages or income shown for that statement, and the amount of Mississippi withholding claimed on the return. It is important because it gives the state a clear breakdown of who paid you, what kind of statement was issued, what income amount applies, and how much Mississippi tax was withheld, if any. Even if a statement does not show Mississippi withholding, the schedule may still need to be filed, which makes it more than just a withholding attachment. In practical terms, this form works like a detailed listing page for state income documents, helping make sure the information on your main Mississippi return is supported by the specific wage and income statements behind it. If you have multiple employers or payers, this schedule allows you to enter them separately so each one can be identified correctly.
How To File Mississippi Income / Withholding Tax Schedule
Complete this schedule and include it with the Mississippi income tax return it supports. The primary taxpayer name shown on this schedule should match the name used on the related return.
Use one entry block for each income statement you need to report. If you have more than one W-2, 1099, W-2G, or similar statement, enter each one in its own section. Make sure the employer or payer information, taxpayer information, state income amount, and Mississippi withholding amount all match the underlying tax document. This schedule must still be filed even if there is no Mississippi withholding reported.
Do not submit unacceptable copies if the filing rules prohibit them. Also review every statement entry before filing so your withholding claim matches the income documents exactly.
How To Complete Mississippi Income / Withholding Tax Schedule
The schedule is divided into repeating statement sections. Each section contains Statement Information, Income and Withholding, and Employer or Payer Information. Complete one section for each income statement.
Top Of The Form
Line 1: Enter the primary taxpayer name exactly as it appears on the Mississippi return you are filing. Use the same name formatting as the main tax form so the schedule matches the return properly.
Statement Entry Section 1
Line 2: In the Statement Information area, enter the taxpayer name connected to the wage or income statement. This should match the name shown on the W-2, 1099, W-2G, or other income statement for that entry.
Line 3: Enter the taxpayer Social Security number shown for that statement. Make sure it is accurate and matches the identification number on the income document.
Line 4: Check the appropriate box to show the type of statement being reported. Select W-2, 1099, or W-2G based on the document you are entering.
Line 5: If the statement is a 1099-R and a code from box 7 is needed, enter that code in the space provided. If the statement is not a 1099-R, leave this line blank.
Line 6: Enter the state abbreviation shown for the income statement in the state field. If the statement reflects Mississippi, enter MS as shown on the form.
Line 7: Enter the amount of state wages, tips, or similar state income reported on that statement. Use the amount associated with the state information for that payer.
Line 8: Enter the amount of Mississippi withholding only. This line is for Mississippi tax withheld, not federal withholding and not withholding for another state.
Line 9: Enter the state abbreviation for any other state shown in the income section if applicable. This line is used when income from another state is part of the statement details.
Line 10: Enter the income from the other state if applicable. If the statement does not report income from another state, leave this line blank or enter it according to the filing instructions you are following.
Line 11: Enter the employer or payer name exactly as it appears on the income statement. Use the legal name shown on the W-2, 1099, or W-2G.
Line 12: Enter the employer or payer address. Use the mailing address shown on the statement.
Line 13: Enter the city, state, and ZIP code for the employer or payer. This should match the address listed on the income statement.
Line 14: Enter the employer or payer identification number from the W-2 or 1099. Be careful here, because this number is used to identify the source of the income and withholding.
Statement Entry Section 2
Line 15: Enter the taxpayer name for the second income statement if you are reporting another document.
Line 16: Enter the taxpayer Social Security number for the second statement.
Line 17: Check the correct box for the second statement type, such as W-2, 1099, or W-2G.
Line 18: If the second statement is a 1099-R and a box 7 code applies, enter that code here.
Line 19: Enter the state abbreviation for the second statement. Use MS if the statement reflects Mississippi.
Line 20: Enter the second statement’s state wages, tips, or similar income amount.
Line 21: Enter the Mississippi withholding amount from the second statement.
Line 22: Enter the other state abbreviation for the second statement if needed.
Line 23: Enter the income from the other state for the second statement if applicable.
Line 24: Enter the employer or payer name for the second statement.
Line 25: Enter the employer or payer address for the second statement.
Line 26: Enter the city, state, and ZIP code for the second employer or payer.
Line 27: Enter the employer or payer identification number for the second statement.
Statement Entry Section 3
Line 28: Enter the taxpayer name for the third income statement.
Line 29: Enter the taxpayer Social Security number for the third statement.
Line 30: Check the correct box to identify whether the third statement is a W-2, 1099, or W-2G.
Line 31: If applicable, enter the 1099-R box 7 code for the third statement.
Line 32: Enter the state abbreviation for the third statement.
Line 33: Enter the state wages, tips, or similar state income amount for the third statement.
Line 34: Enter the Mississippi withholding amount for the third statement.
Line 35: Enter the other state abbreviation for the third statement if one applies.
Line 36: Enter the income from the other state for the third statement if applicable.
Line 37: Enter the employer or payer name for the third statement.
Line 38: Enter the employer or payer address for the third statement.
Line 39: Enter the city, state, and ZIP code for the third employer or payer.
Line 40: Enter the employer or payer identification number for the third statement.
Statement Entry Section 4
Line 41: Enter the taxpayer name for the fourth income statement.
Line 42: Enter the taxpayer Social Security number for the fourth statement.
Line 43: Check the box for the fourth statement type, selecting W-2, 1099, or W-2G as appropriate.
Line 44: If the fourth statement is a 1099-R and a distribution code is needed, enter the box 7 code here.
Line 45: Enter the state abbreviation for the fourth statement.
Line 46: Enter the state wages, tips, or similar state income amount for the fourth statement.
Line 47: Enter the Mississippi withholding amount from the fourth statement.
Line 48: Enter the other state abbreviation for the fourth statement if needed.
Line 49: Enter the income from the other state for the fourth statement if applicable.
Line 50: Enter the employer or payer name for the fourth statement.
Line 51: Enter the employer or payer address for the fourth statement.
Line 52: Enter the city, state, and ZIP code for the fourth employer or payer.
Line 53: Enter the employer or payer identification number for the fourth statement.
Final Form Note
Line 54: Review the form requirement that this schedule must be filed even when no Mississippi withholding is shown. This means the schedule may still be necessary as a reporting attachment, even if the Mississippi withholding amount is zero.
Tips For Completing The Schedule Correctly
Match each entry to the exact statement you received. Do not combine multiple employers or payers into one block.
Use Mississippi withholding only on the Mississippi withholding line. Do not enter federal withholding there, and do not place another state’s withholding in that space.
If you have more statements than the form can hold, prepare additional pages in the same format if allowed by your filing method. Keep the names, identification numbers, payer details, and state income figures consistent with the supporting documents.
Common Mistakes To Avoid
Do not skip the schedule just because no Mississippi tax was withheld. The form specifically requires filing even in that situation.
Also avoid mixing up the taxpayer information with the payer information. The taxpayer name and Social Security number identify the recipient of the income, while the employer or payer name, address, and identification number identify the source of that income.