Are You Missing a W-2?
Article Highlights:
- Missing W-2
- Contact the Office
- Contact the Employer
- Contact the IRS
- Prepare a Substitute W-2
- File on Time or Get an Extension
- W-2 Withholding
1. Contact This Office - Let this office know that you are missing a W-2. If your appointment is in the near future, we will advise you whether to keep the appointment or change it to another time. Generally, when a W-2 or 1099 is missing, it is best to keep the appointment so that everything else for the return can be completed. You can then mail the missing document to the office or drop it off at a later date. That way, your return can be finished as soon as the missing form becomes available, which will speed up your refund, if you are receiving one.
2. Contact Your Employer - Contact your employer to inquire about if and when the W-2 was mailed. It could be that the employer, especially a former employer, may not have your current address. After contacting the employer, allow a reasonable amount of time for the employer to resend or reissue the W-2. However, if the employer does not respond to your request or has gone out of business, you have two options:
- Your name, address (including ZIP code), phone number, taxpayer identification number (a Social Security number for most people), and dates of employment
- Your employer/payer's name, address (including ZIP code), and phone number
- If known, your employer/payer's identification number (EIN). If you worked for the same employer in a prior year, the EIN will be on your copy of the W-2 for that year. The IRS will contact the employer/payer for you and request the missing or corrected form.
- Your identification number and dates of employment,
- Your employer/payer's name, address (including ZIP code), and phone number
- If known, your employer/payer's identification number (EIN). If you worked for the same employer in the prior year, the EIN will be on that W-2.
- Wages, tips, and other compensation you received during the year
- Social security wages
- Medicare wages and tips
- Social security tips
- Federal income tax withheld
- State income tax withheld
- Local income tax withheld
- Social security tax withheld
- Medicare tax withheld
Even if you don’t receive a W-2, you are still required to file your tax return or request a filing extension by the April due date.
B. If you don’t anticipate receiving the missing W-2, then this office can prepare a substitute W-2, enabling you to file your tax return in a timely manner.
If the reason you have not received a W-2 is because the employer never filed one or failed to remit the money that was withheld from your wages, don’t be concerned. The government is responsible for collecting those funds and will credit you for them, whether it received them or not.
Please call this office if you have questions or need tax-preparation assistance.
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