Tax Guide

Year-End Pay Stub: Why Your Last Paycheck Matters for Taxes

Key Takeaway

Your final pay stub is your W-2 verification tool

The YTD totals on your last pay stub of the year should closely match your W-2. Comparing them before you file catches errors that could cost you money or trigger an IRS notice.

Most people toss their pay stubs without a second thought. But your year-end pay stub is the single most valuable document for verifying your tax forms and catching payroll errors before they become tax problems.

Jan 31

W-2 delivery deadline

$176,100

2026 SS wage cap

3-7 Years

How long to keep stubs

33%

Employers making payroll errors

Year-End Pay Stub vs. W-2: Field-by-Field Comparison

Here's how your final pay stub YTD totals map to your W-2 boxes:

Pay Stub (YTD)W-2 BoxNote
YTD Gross EarningsBox 1 (Wages, tips, other compensation)May differ slightly due to pre-tax deductions
YTD Federal Tax WithheldBox 2 (Federal income tax withheld)Should match exactly
YTD Social Security WagesBox 3 (Social Security wages)Capped at $176,100 for 2026
YTD Social Security TaxBox 4 (Social Security tax withheld)Should be 6.2% of Box 3
YTD Medicare WagesBox 5 (Medicare wages and tips)No wage cap—all earnings included
YTD Medicare TaxBox 6 (Medicare tax withheld)Should be 1.45% of Box 5
YTD State Tax WithheldBox 17 (State income tax)Should match exactly
YTD 401(k) ContributionsBox 12 (Code D, E, etc.)Pre-tax retirement deferrals

Why W-2 Box 1 Is Lower Than Your YTD Gross Pay

This is the most common point of confusion. Your pay stub's YTD gross earnings includes everything, while W-2 Box 1 only shows taxable wages:

YTD Gross Earnings (from pay stub)$75,000.00
− 401(k) Contributions (pre-tax)-$4,500.00
− Health Insurance Premiums (pre-tax)-$3,600.00
− HSA Contributions (pre-tax)-$2,000.00
− FSA (Dependent Care)-$1,200.00
= W-2 Box 1 (Taxable Wages)$63,700.00

The $11,300 difference is your pre-tax benefit deductions. This is normal and expected.

Common Discrepancies and What to Do

YTD gross pay ≠ W-2 Box 1

Why: Box 1 excludes pre-tax deductions (401k, health insurance, HSA). Your pay stub YTD gross is your total earnings, while Box 1 is taxable wages.

Action: Subtract pre-tax deductions from YTD gross—it should equal Box 1.

Federal tax withheld doesn't match

Why: Payroll system error, mid-year W-4 change processed incorrectly, or supplemental wage withholding discrepancy.

Action: Contact payroll/HR immediately. This directly affects your tax return and could cause an unexpected bill or delayed refund.

Social Security wages exceed $176,100

Why: If you earned above the annual wage base, SS wages should cap at $176,100 for 2026.

Action: Verify your employer stopped withholding Social Security tax after you hit the cap.

State tax withheld is wrong

Why: Incorrect state withholding form, or you moved states mid-year.

Action: Contact payroll. You may need to file returns in multiple states.

401(k) contributions don't match

Why: Employer match is not reported the same as employee deferrals. Only your contributions appear in Box 12.

Action: Compare only your contributions (not the employer match) to Box 12.

Year-End Pay Stub Tax Checklist

Save your final pay stub of December (or the last pay period of the year)Critical
Compare YTD totals against your W-2 when it arrives (by January 31)Critical
Verify federal income tax withheld matches Box 2 on your W-2Critical
Check that Social Security wages are correct (capped at $176,100 in 2026)
Confirm 401(k)/403(b) contributions match Box 12 on your W-2
Verify state tax withholding matches Box 17 on your W-2Critical
Check if you hit the Social Security wage cap (no OASDI after $176,100)
Review total health insurance premiums for HSA/FSA planning
Flag any discrepancies before filing taxesCritical
Keep the pay stub for 3-7 years with your tax recordsCritical

Year-End Tax Timeline

Late December

Save your final pay stub of the year

This is your most important pay stub—don't delete it

January 31

W-2 delivery deadline

Your employer must provide your W-2 by this date

Early February

Compare pay stub YTD to W-2

Use the comparison chart above to verify every field

February - March

Request W-2c if errors found

Your employer must issue a corrected W-2 for any mistakes

April 15

Tax filing deadline

File using Form 4852 if W-2 still hasn't arrived

What If You Don't Receive Your W-2?

1

Contact your employer directly

Call HR or payroll and request a reissue. They have until January 31.

2

Contact the IRS

Call 1-800-829-1040 after February 14. They'll contact your employer on your behalf.

3

Use your year-end pay stub

File using IRS Form 4852 (Substitute for Form W-2) with your YTD totals from your final pay stub.

4

Use IRS Get Transcript

Request a Wage and Income Transcript online at irs.gov—it shows what your employer reported.

Need to Generate Pay Stubs with Accurate YTD Totals?

Our pay stub generator automatically calculates year-to-date totals, tax withholdings, and all deductions. Perfect for self-employed individuals and small business owners.

Create Pay Stubs

Frequently Asked Questions

Why is my year-end pay stub important for taxes?

Your final pay stub of the year contains year-to-date (YTD) totals for earnings, taxes withheld, and deductions. These numbers should match your W-2 form. By comparing them, you can catch errors before filing your tax return—errors that could lead to an incorrect refund, unexpected tax bill, or even an IRS audit.

Should my last pay stub match my W-2?

Mostly, but not exactly. Your YTD federal tax withheld, state tax withheld, and Social Security/Medicare taxes should match the W-2 precisely. However, Box 1 (taxable wages) on your W-2 will typically be lower than your YTD gross pay because Box 1 excludes pre-tax deductions like 401(k) contributions and health insurance premiums.

When should I receive my year-end pay stub?

Your final pay stub comes with your last paycheck of the year, which depends on your pay schedule. If paid biweekly, your last 2026 pay stub would arrive in late December or early January (for a pay period ending in December). Your W-2 must arrive by January 31, 2027.

How long should I keep my year-end pay stub?

The IRS recommends keeping tax-related documents for at least 3 years from your filing date. However, many financial advisors suggest 7 years, as the IRS can audit up to 6 years back in cases of significant underreporting. Keep your year-end pay stubs with your tax records.

What if my W-2 is different from my year-end pay stub?

Small differences in taxable wages (Box 1 vs. YTD gross) are normal due to pre-tax deductions. However, if federal/state taxes withheld, Social Security, or Medicare amounts don't match, contact your employer's payroll department immediately. They must issue a corrected W-2 (W-2c) if there's an error.

Can I file taxes with my pay stub if I don't have my W-2?

You can use your year-end pay stub to file your return using IRS Form 4852 (Substitute for W-2) if your employer fails to provide a W-2 by the deadline. However, this may delay processing. Try to get your actual W-2 first by contacting your employer or using the IRS Get Transcript tool.

What is the Social Security wage cap for 2026?

The Social Security wage base for 2026 is $176,100. You only pay the 6.2% Social Security tax on earnings up to this amount. If you earn more, your year-end pay stub should show Social Security wages capped at $176,100, even if your total gross pay is higher.

Tax Season Starts with Your Pay Stub

Save your year-end pay stub, compare it to your W-2, and catch errors before they become tax problems.