Are You Missing Tax Documents You Need to File Your Return?
Getting Copies of Your W-2 and 1099's
By Kevin Hagen, published Mar 19, 2008
Published Content: 333 Total Views: 365,838 Favorited By: 6 CPs
Employers have until January 31st to issue W-2s - Wage and Tax Statement forms to their employees, either electronically or in paper form. You should generally receive your W-2 in the mail, or it should be available on your employer's website, by the first few days of February. The IRS says you should generally allow about two weeks to receive W-2's sent by mail.
If you still haven't received your W-2, there are a few possible reasons. The W-2 may simply have been lost in the mail. You may have left an employer, moved to a new address, and forgot to give your former employer your new address. Your mail may be forwarded for a certain period of time, and after that, the W-2 may have been returned to your former employer as undeliverable. Your former employer may have gone out of business and neglected to take care of its tax reporting responsibilities. Or you may have received your W-2 but misplaced it.
Contact Your Employer
The first thing you should do is contact your employer's payroll, personnel, or human resources department and ask them to send you a copy of the W-2, or the original if it was returned to them. Make sure they have your correct address. If your employer uses an outside payroll service, they should be able to give you a phone number to call. You should note that your employer is allowed to charge you a fee for a re-issued W-2.
Contact the IRS
If you are unable to get your W-2 from your employer, you can call the IRS for assistance at 1-800-829-1040. You should have the following information on hand when you call: your employer's name and address; your name, address and Social Security number; and an estimate of your wages, the federal income tax withheld, and the period you worked for that employer. You can find this year-to-date information on your final paycheck stub for the year, or on your leave-and-earnings statement, if you left that employer.
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Takeaways
- You must file your tax return by the normal deadline, even if you haven't received a W-2.
- You should first contact your employer. If you can't get a W-2, you can call the IRS.
- As a last resort, you can complete Form 4852, a substitute for Form W-2 with the same information.
Did You Know?
According to Wikipedia, the first Form 1040 was published for tax years 1913, 1914, and 1915. Beginning with the tax year 1916, it was converted to an annual form, updated each year.
Resources
- Bankrate.com - What to do if you don't get your W-2: www.bankrate.com
- The Motley Fool - Missing Your W-2 Form? www.fool.com
- National Association of Enrolled Agents - Tax Time: Waiting for the W-2 - What to do when important tax information is MIA: www.naea.org
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