Qualified Overtime

Template pack

Qualified overtime tracking templates

Use a structured template pack to keep pay statements, calculation notes, W-2 Box 14 details, and preparer questions in one place.

Request the template packCalculate qualified overtime estimate

Not affiliated with the IRS, Treasury, Department of Labor, payroll providers, or tax software vendors. For educational and tracking purposes only.

Template pack contents

The first release is designed for recordkeeping and professional handoff, not tax filing or payroll-system replacement.

Employee tracking sheet

A pay-period worksheet for regular rate, overtime hours, overtime rate, statement reference, and method notes.

Excel and Google Sheets formats

Spreadsheet layouts for people who need a quick local copy or a shareable cloud worksheet.

W-2 Box 14 checklist

A review list for 2025 reporting variations, employer statements, portal screenshots, and questions to ask payroll.

CPA handoff summary

A one-page summary of estimated qualified overtime compensation, caps, phase-out warning, source documents, and open issues.

What is not included

  • No promise that an amount is deductible on a specific return.
  • No tax filing, legal, payroll, or accounting advice.
  • No employer-of-record, payroll-provider, IRS, Treasury, or DOL affiliation.
  • No storage of employee payroll records on this website in the first release.

When the template pack helps

The pack is useful when records are scattered across pay statements, payroll portals, and year-end forms.

It is also useful for employers who need a consistent internal checklist before responding to employee or preparer questions.

Employer workflowQualified OT tracking guide
CalculatorQualified OT trackingTerms and disclaimer

Official sources

Source baseline checked 2026-06-25

Review the official guidance directly

IRS FAQ: Qualified overtime compensation deduction

Defines qualified overtime compensation, FLSA overtime eligibility, deduction limits, reporting rules, and taxpayer requirements.

Internal Revenue Service | FAQ

Open source

IRS overview: No Tax on Overtime deduction

Summarizes the deduction cap, MAGI phase-out thresholds, Social Security number rule, and 2025 reporting note.

Internal Revenue Service | Overview

Open source

IRS Notice 2025-69

Provides 2025 methods for individuals estimating qualified overtime compensation when separate reporting is not available.

Internal Revenue Service | Notice

Open source

DOL overtime overview

Explains the FLSA overtime baseline for covered, nonexempt employees working over 40 hours in a workweek.

U.S. Department of Labor | Guidance

Open source