What should I do if I don’t receive my W-2 form(s) and other tax documents?
According to the IRS, payers/employers are required to issue W-2 forms and other tax documents (1099s and 1098s) by January 31st. If you still haven’t received these forms by then, you should follow these steps:
1. Check online on your employer’s or bank’s website, or your job email to see if the documents were posted there.
2. Contact the employer/payer.
3. Call the IRS or go in person to a local IRS office if your employer/payer has not issued your W-2 form or if it is out of business.
4. File Form 4852 which is a substitute for Form W-2, Form W-2c, and Form 1099-R, and is completed by taxpayers when:
“Their employer or payer does not give them a Form W-2 or Form 1099-R” (IRS).
“An employer or payer has issued an incorrect Form W-2 or Form 1099-R” (IRS).
Note: If you receive your W-2 form after filing form 4852 and the information doesn’t match, you may need to amend your return by filing form 1040-X.
Once you receive all your tax documents, we can prepare a Free Federal tax estimate to figure out how much refund you will get or if you owe anything to the IRS before filing your tax return.
Get in touch with us! Let us fix your tax problems! You can call/text/ WhatsApp us at (347) 720-2224 or email us your concerns and questions at contact@ztaxllc.com.
