W-2 Frequently Asked Questions - KTRE.com | Lufkin and Nacogdoches, Texas

W-2 Frequently Asked Questions


What is the deadline for my employer to get my W-2 forms to me?


An employer is required to furnish a completed Form W-2 (copies B, C, and 2) to each employee showing their compensation and tax withholding amounts for the calendar year, generally, by January 31 of the next year. The employer may choose to "furnish" the completed W-2 in a manner other than mailing, but mailing a properly addressed form on or before the due date meets the "furnish" requirement.

What do I do if an employer has not provided me a W-2 form?


After January 31st if you want to file but have not received your Form W-2, you should contact your employer to find out if or when the Form W-2 was mailed. You may not have received your W-2 because of an incorrect or incomplete address. If so, you can provide a correct address at this time or send a self-addressed stamped envelope to the employer.

If the W-2 was returned to the employer because of an address problem or was not yet issued, after contacting the employer, allow a reasonable amount of time for the employer to mail the form to you. If you still do not receive your W-2, contact the IRS for assistance at 800-829-1040, but not before February 16th. An IRS representative will complete a W-2 complaint on Form 4598, Form W-2 or 1099 Not Received or Incorrect. A copy of the Form 4598 will be sent to the employer and a copy to you along with
Form 4852 (PDF), Substitute for a Missing Form W-2. When you call or visit a walk-in office, please have the following information available:

 

                  Your employer's name and complete address, including zip code, employer identification number (if known - see prior year's W-2 if you worked for the same employer), and telephone number,

                  Your name, address, including zip code, social security number, and telephone number; and

                  An estimate of the wages you earned, the federal income tax withheld, and the period you worked for that employer. The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible.

If you file your return and attach Form 4852 to support the withholding amount claimed instead of a Form W-2, your refund may be delayed while the information you gave us is verified.

If you receive a Form W-2 after you file your return and it does not agree with the income or withheld tax you reported on your return, file an amended return on Form 1040X (PDF),
Amended U.S. Individual Income Tax Return.

I didn't get my W-2 by January 31, so I asked my employer for it, but I still don't have it. What should I do?

If you don't receive your Form W-2 by February 15, contact the IRS for assistance at 800-829-1040. Also, you may want to refer to Tax Topic 154, Form W-2 - What To Do if Not Received, to see the specific information the IRS will need in order to prepare Form 4852 (PDF), Substitute For a Missing Form W-2.

How do I get my W-2 form from a company that went under last year?

If you need to file a return for the most recent tax year and you have not yet received a Form W-2, try either calling at the last known telephone number or send a self-addressed stamped envelope to the last known address. Even though the company has gone out of business, they might still be having their mail forwarded. Because the company "went under," it may be in bankruptcy. If the employer has not furnished Forms W-2 to the employees and all the company assets, including payroll records, are currently part of a bankruptcy trust, the bankruptcy trustee should issue the Forms W-2. Contact the bankruptcy court for the name of the trustee assigned to the company.

If you are unable to obtain a copy of your W-2, contact the IRS after February 15th of the following year and a representative will take a W-2 complaint. Form 4598, Form W-2 or 1099 Not Received or Incorrect, will be completed. A copy will be mailed to the last known address of the employer and one to you, along with a Form 4852 (PDF), Substitute for a Missing Form W-2.

If it has been nine months or more since the end of the tax year, the IRS may be able to provide you with a transcript of the W-2 filed by the employer with the Social Security Administration. Call 800-829-1040 or visit an IRS walk-in office. If you filed a return with the original W-2 attached, but now need a copy, you may order one from the IRS with a Form 4506 (PDF), Request for Copy or Transcript of Tax Form.

I've lost a W-2 form. How can I get another one?

You can request a copy from your employer. Employers should keep their employment tax records, including Forms W-2, for at least four years.

If you are not able to obtain a copy from your employer, there are two options for assistance from the IRS. You can request a transcript of the W-2, which is a line-by-line computer printed facsimile of the form filed by the employer with the Social Security Administration, or you can request a photocopy from the service center using Form 4506 (PDF), Request for Copy or Transcript of Tax Form. IRS transcripts of the three most recent tax years are generally available nine months after the tax year. Call for assistance at 800-829-1040 or visit an IRS walk-in office. The response time is about 10 days. Photocopy requests can take up to 45 days. Copies of Forms W-2 and tax returns are generally available for the prior six years. Both transcripts and photocopies of Forms W-2 are free of charge.

Can I file a tax return using a photocopy of my W-2? Does it matter which copy is copied, e.g. employer, state, etc.?

You may use a photocopy of your Form W-2 as long as it is legible. It does not matter which copy because they all contain the same information in the same format.

I forgot to mail my Form W-2, schedules or forms with my tax return. What should I do?

Wait until the Internal Revenue Service requests the Form W-2 (PDF), schedules or forms. The request will be made in writing within six weeks from the date you mailed the return and the notice acts as a transmittal that enables the service center to match the W-2 you send with the tax return. Do not send the Form W-2 separately before you receive the notice. Nor should you submit another return with Forms W-2 attached unless there is a change in your return that you are amending.

For more tips and information on tax return filing procedures, refer to Chapter 1 of Publication 17 (PDF), Your Federal Income Tax.

I received a W-2 with the wrong social security number. Do I need to do anything?

Ask your employer for a corrected W-2, which is Form W-2C (PDF), Corrected Wage and Tax Statement. Make sure that your employer has your correct social security number. If the W-2 information is not corrected, you will not be credited with the quarters you worked during the year and the wages earned towards calculating your social security benefits.

I have already filed my return and now I have received another Form W-2. What can I do?

If you find that you have done any of the following, you should file an amended return 1) you did not report some income; 2) you claimed deductions or credits you should not have claimed; 3) you failed to claim some deductions or credits you are entitled to; or 4) you used an incorrect filing status. The form you use to correct the Form 1040 (PDF), Form 1040A (PDF), Form 1040EZ (PDF), or TeleFile you already have filed is Form 1040X (PDF), Amended U.S. Individual Income Tax Return. Refer to Tax Topic 308, Amended Returns, for additional information.

For additional information on when, where, and how to file, refer to Tax Topic 301, When, Where, and How to File.

I just received a corrected W-2 form from my employer. I've already filed my taxes. What do I need to do now?

If you receive another Form W-2 after your return is filed, you must file an amended tax return. Use Form 1040X (PDF), Amended U.S. Individual Income Tax Return, to correct a previously filed Form 1040, 1040A, or 1040EZ.

If you are filing to claim an additional refund, wait until you have received your original refund. You may cash that check. If you owe additional tax because of the additional W-2, you should file Form 1040X and pay the tax by April 15th to avoid penalty and interest.

For more tips and information on tax return filing procedures, refer to Chapter 1 of Publication 17 (PDF), Your Federal Income Tax.

I received an incorrect W-2 form. I can't get my former employer to issue a corrected W-2? What should I do?

If your attempts to have an incorrect Form W-2 corrected by your employer are unsuccessful and it is after February 15th, contact the IRS at 800-829-1040. An IRS representative can initiate a Form W-2 complaint. Form 4598, Form W-2 or 1099 Not Received or Incorrect,will be sent to the employer and a copy will be sent to you along with Form 4852 (PDF), Substitute for a Missing Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. The copy that the employer receives will advise him or her of the employer's responsibilities to provide a correct Form W-2 and of the penalties for failure to do so. When you call or visit an IRS walk-in office, please have the following information: available:

 

      Your employer's name and complete address, including zip code, employer identification number (if known - see prior year's Form W-2 if you worked for the same employer), and telephone number,

      Your name, address, including zip code, social security number, and telephone number; and

      An estimate of the wages you earned, the federal income tax withheld, and the period you worked for that employer. The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible.

If you file your return and attach Form 4852 to support the withholding amount claimed instead of a Form W-2, your refund may be delayed while the information you gave us is verified.

If you receive a Form W-2 after you file your return and it does not agree with the income or withheld tax you reported on your return, file an amended return on Form 1040X (PDF), Amended U.S. Individual Income Tax Return.

(Information provided by the Internal Revenue Service.)

 

 

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