Category Archives: Tax Preparation

What if I didn’t get a W-2 from my employer?

If you haven’t received your W-2, follow these four steps:

  1. Contact your employer: If you have not received your 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 issue the W-2.
  2. Contact the IRS: If you do not receive your W-2 by Feb. 14, contact the IRS for assistance at 800-829-1040. When you call, you must provide your name, address, Social Security number, phone number and have the following information:
    • Employer’s name, address and phone number
    • Dates of employment
    • An estimate of the wages you earned, the federal income tax withheld, and when you worked for that employer during 2011. The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible.
  3. File your return: You still must file your tax return or request an extension to file by April 17, 2012, even if you do not receive your Form W-2. If you have not received your Form W-2 in time to file your return by the due date, and have completed steps 1 and 2, 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.
  4. File a Form 1040X:  On occasion, you may receive your missing W-2 after you file your return using Form 4852, and the information may be different 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.

Form 4852, Form 1040X and instructions are available on the IRS website or by calling 800-TAX-FORM (800-829-3676).

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W-2 Missing? English | Spanish | ASL

Why didn’t I receive tax forms in the mail this year?

The Internal Revenue Service (IRS) has free tax forms and publications on a wide variety of topics.

Because of continued growth in electronic filing, the availability of free options to taxpayers and to reduce costs, the IRS discontinued the automatic mailing of paper tax packages last tax season.

If you need IRS forms and publications, here are four easy methods for getting them:

1. On the Internet: You can access forms and publications on the IRS website 24 hours a day, seven days a week, at www.irs.gov.

2. IRS Taxpayer Assistance Centers: There are 401 TACs across the country where IRS offers face-to-face assistance to taxpayers, and where taxpayers can pick up many IRS forms and publications. Visit www.irs.gov and go to Contact My Local Office on the Individuals page to find a list of TAC locations by state. On the Contact My Local Office page, you can also select Office Locator and enter your zip code to find the IRS walk-in office nearest you as well as a list of the services available at specific offices.

3. At convenient locations in your community: During the tax filing season, many libraries and post offices offer free tax forms to taxpayers. Some libraries also have copies of commonly Coinstar agent requested publications. Many large grocery stores, copy centers and office supply stores have forms you can photocopy or print from a CD.

4. By mail: You can call 1-800-TAX-FORM (800-829-3676) Monday through Friday 7 a.m. to 7 p.m. local time – except Alaska and Hawaii which follow Pacific time – to order current year forms, instructions and publications as well as prior year forms and instructions by mail.

You will receive your order by mail, usually within 10 days.

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