Tracking Down a Lost W-2
Missing information can slow your tax-return preparation -- and your refund.
Getting ready to file your 2010 tax return? Make sure you have all of your documents before you start. You should receive a Form W-2, “Wage and Tax Statement,” from your employer --or each employer if you had more than one during the year. Employers had until February 1, 2011, to send you a 2010 Form W-2 earnings statement. If you haven’t received your W-2, follow these steps:
1. Contact your employer. Ask whether 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. Allow a reasonable amount of time for the employer to resend or issue the W-2.
2. Contact the IRS. If you do not receive your W-2 by February 16, contact the IRS for assistance at 800-829-1040. When you call, you must provide your name, address, city, state, zip code, Social Security number and phone number, and have the following information:
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
•Employer’s name, address, city, state, zip code and phone number.
•Your dates of employment.
•An estimate of the wages you earned and the federal income tax withheld. You can base your estimate on year-to-date information from your final pay stub.
3. File your return. Even if you have not received your W-2, you still must file your tax return by April 18. If you have not received the W-2 by then and you’ve contacted your employer and the IRS, 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.
Or you can apply for a six-month extension to file your tax return, by filing Form 4868 electronically or by mail. But remember, an extension of time to file is not an extension of time to pay. If you owe money on your 2010 tax return and don’t pay by April 18, 2011, interest and penalties will accrue.
4. Amend your return. If your missing W-2 arrives after you have already filed your return using substitute Form 4852 and the information on the W-2 is different from what you reported on your return, you must amend your return by filing Form 140X, “Amended U.S. Individual Income Tax Return.”
Get Kiplinger Today newsletter — free
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.
-
Here's How To Get Organized And Work For Yourself
Whether you’re looking for a side gig or planning to start your own business, it has never been easier to strike out on your own. Here is our guide to navigating working for yourself.
By Laura Petrecca Published
-
How to Manage Risk With Diversification
"Don't put all your eggs in one basket" means different things to different investors. Here's how to manage your risk with portfolio diversification.
By Charles Lewis Sizemore, CFA Published
-
On the Naughty List: Holiday Tax Scams to Look Out For
Tax Tips The IRS says scammers are on the prowl for your financial information. Know the signs so you don't fall victim.
By Kate Schubel Last updated
-
Retirement Abroad? Three Countries Without Inheritance Tax
Retirement Taxes These 2025 top-retiree-friendly countries have an added benefit: potential tax savings for you and your heirs.
By Kate Schubel Last updated
-
Five Tax-Savvy Ways To Donate This Holiday Season
Charitable Donations Food pantries, toy drives, and animal sanctuaries are popular ways to support others year-round.
By Gabriella Cruz-Martínez Published
-
Tax Pros: Is Someone Fraudulently Filing Returns With Your PTIN?
Tax Filing An unmonitored preparer tax identification number (PTIN) can lead to serious issues.
By Kelley R. Taylor Last updated
-
IRS Shakeup? What Trump's Commissioner Pick Could Mean for Taxes
IRS An unconventional nominee comes amid broader efforts to reshape the IRS and tax policy in 2025.
By Kelley R. Taylor Published
-
IRS Could Lose Another $20 Billion in Funding
IRS A mistake in legislative language could soon risk the tax agency's Inflation Reduction Act funding.
By Gabriella Cruz-Martínez Published
-
Are You a Renter? You Could Save on Taxes
Tax Breaks With these tax savings at your fingertips, rent may be more affordable
By Kate Schubel Last updated
-
2025 Open Enrollment: Some DACA Recipients Can Purchase Affordable Care Act Health Insurance
Open Enrollment Your eligibility to purchase health insurance from the federal marketplace may have changed. Here's what you need to know.
By Gabriella Cruz-Martínez Published