Did you receive your W-2? These documents are essential to filling out most individual tax returns. You should receive a Form W-2, Wage and Tax Statement, from each of your employers each year. Employers have until Jan 31, 2017 ( to provide or send your W-2 earnings statement either electronically or in paper form. If you haven’t received your W-2, follow these steps:
- Contact your employer. If you have not received your Form W-2, contact your employer to inquire if and when the W-2 was mailed. If it was mailed, it may have been returned to the employer because of an incorrect or incomplete address. After contacting the employer, allow a reasonable amount of time for them to resend or to issue the W-2.
- Contact the IRS. If you still do not receive your W-2 by February 14th, contact the IRS for assistance at 800-829-1040. When you call, have the following information:
- Employer’s name, address, city, and state, including zip code;
- Your name, address, city and state, including zip code, and Social Security 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.
- File your return. You still must file your tax return on time even if you do not receive your Form W-2. If you have not received your Form W-2 by the due date of your tax return (April 18, 2017 this year), and have completed steps 1 and 2 above, you may use Form 4852, Substitute for Form W-2, Wage and Tax Statement. Attach Form 4852 to the return, estimating income and withholding taxes as accurately as possible. There may be a delay in any refund due while the information is verified.
- File a Form 1040X. On occasion, you may receive your missing documents at a later date and some may have conflicting information. You may receive a Form W-2 or W-2C (corrected form) after you filed your return using Form 4852, and the information differs from what you reported on your return. If this happens, you must amend your return by filing a Form 1040X, Amended U.S. Individual Income Tax Return.
As always we are available to help. We can help you decide if you should wait or we can file form 4852 with your return.