Employers are required to provide employees with a W-2 for the current tax season by January 31. If you have not received your W-2 by this date, or if you have lost or misplaced it, you can contact your employer.
Make sure to specify the year of the W-2 form that you want to have sent to you. Make sure the provider has your correct address on file. While you are speaking to the payroll provider, you may also want to ask how long it will take for your W-2 to arrive.
Make sure to specify the year of the W-2 form that you want to have sent to you. Make sure the tax preparer has your correct address on file. While you are speaking to the tax preparer, you may also want to ask how long it will take for your W-2 to arrive.
Use the IRS’s “Get Transcript” tool if you only need the information contained in the W-2 and the W-2 you need is less than 10 years old. This service is free of charge. Use form 4506 if you need your W-2 form and you need other information from that year’s completed taxes. However, you will only receive a copy of your actual W-2 if you paper-filed your taxes that year and submitted a copy of your W-2 at filing. Each copy that you request costs $50. 00 with this option. [3] X Trustworthy Source Internal Revenue Service U. S. government agency in charge of managing the Federal Tax Code Go to source Use form 4506-T if you only need the information that was on the W-2 and not the actual completed W-2. This option is free of charge. [4] X Trustworthy Source Internal Revenue Service U. S. government agency in charge of managing the Federal Tax Code Go to source For additional assistance, call the IRS at 1-800-908-0046.
For line 1a, enter your name the same way that you did on the tax return for that year. If you filed a joint return, enter the name that was listed first on the return. For line 1b, enter the Social Security number of the person named in line 1a. If the first filer on the tax return used an individual taxpayer identification number (ITIN) or an employer identification number (EIN), enter that number. Only fill in lines 2a and 2b if you filed a joint return for the year you are requesting. For lines 2a and 2b, enter the second name and Social Security (or other tax ID) number listed on the tax return for that year. For line 3, enter your current name and mailing address. Make sure to include the city, state, ZIP code, and country (if you are living outside of the US). For line 4, enter the address that was listed on the tax return for the year you are requesting only if it is different than the address listed on line 3. Only complete line 5 if you want the tax return copy or transcript sent to someone other than you. If you do, you will need to enter the name, address, and telephone number (with area code) of the person or business to whom you want it sent. Be aware that the IRS has no control over how this third party will use your information. You may want to consider having a written agreement regarding use and disclosure of your information with this person or entity.
Form 4506 has a small box in the corner of line 6 that you can check if you will be using these copies in court, administrative hearings, or for some other reason that requires the copies to be certified. Check the box at the bottom right of line 6 if you need your tax return copy to be certified. Keep in mind that you do not have the option to certify your transcript if you use form 4506-T. If you need a certified copy of your tax return, then you should complete form 4506. For form 4506-T, you can select the type of return transcript that you are requesting by selecting one of the options below line 6. Read through the options to see which one best suits your needs.
Keep in mind that these transcripts are only summaries of the earnings information, not actual copies of your W-2s.
Check the box on line 9 if you want that refund to be sent to the other person or entity you entered in line 5.
If this is a joint return, you must get your spouse’s signature. Make sure that you provide a phone number so that the IRS can reach you if necessary.
Keep in mind that it can take two months or longer to process your request. If you have not received a response and it has been more than 2 months, you can call the IRS at 1-800-908-0046.
Make sure that you are prepares to provide the following information before you call: name address Social Security number phone number employer’s name employer’s address employer’s phone number dates of employment estimated earnings for the year of the W-2 you are requesting
For line 1, write the name that appears on your tax return. For line 2, enter your Social Security number. For line 3, enter your address as it appears on your tax return. For line 4, enter the tax year of the estimated W-2 in first section and the type of form you are estimating (in this case, Form W-2) in the second section. For line 5, enter your employer’s or other payee’s name and complete address. For line 6, enter your employer’s or other payee’s EIN. If you do not know this number, leave this box blank. For line 7, enter the year-to-date numbers from your final paycheck on the corresponding lines in box 7. Leave line 8 blank. For line 9, enter “final paycheck” unless you had some alternate method of estimating the amounts in box 7. For line 10, enter the steps you took to try to get your W-2. This could include calling the employer and/or calling the IRS. If you have determined that you own money to the IRS, you must pay the amount that you have estimated you owe by April 15.
Keep in mind that even if you file an extension, you must pay any amount you believe you owe by April 15.
