Instructions for the RITA Residence-Workplace Matrix
Purpose:
The
RITA Residence-Workplace Matrix
is used to determine residence city
(courtesy) tax based upon employment (work place) city withholding data. It can
be used as a tool to determine effective tax rates, estimating tax payments, and
checking tax calculations for RITA residents.
Instructions:
- Determine the amount of tax withheld for the city that
you work in. To determine the percent that is being withheld divide the
local tax withheld (box 19 on your W2) by the local wages (box 18 on your
W2**). Example; $500.00 ÷$25,000.00 = .02 (2%).
- Look for your resident city name on the left hand side
of the matrix.
- After you have located your city, go to the top row of
the matrix and locate the percent that was withheld for your work place
city.
- The net percent that you will use to determine your
resident tax is the box where the vertical (resident city name) and
horizontal (workplace withholding percent) lines intersect.
- Multiply your local wages** by the net percent. This
figure will be the amount due for your resident city.
- Follow steps 1 through 5 for each income and add
amounts together to determine the tax for all incomes.
** If local wages shown in box 18
are less then Medicare wages in box 5, then use Medicare wages.