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 Why We All Win When Charitable Dollars Go to Women
Giving to charities for women and girls not only has a lasting impact on their lives — it also benefits society as a whole. Here’s how to start investing.
By Elizabeth Droggitis Published
-
Stock Market Today: Stocks Close Mixed Amid War Angst, Nvidia Anxiety
Markets went into risk-off mode amid rising geopolitical tensions and high anxiety ahead of bellwether Nvidia's earnings report.
By Dan Burrows Published
-
Tax Credit vs. Tax Deduction: What’s the Difference?
Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.
By Kate Schubel Published
-
Premium Tax Credit: Are You Eligible For This Health Insurance Tax Break?
Tax Credits The tax credit can help qualifying individuals pay for coverage from the Affordable Care Act’s health insurance marketplace.
By Gabriella Cruz-Martínez Published
-
FSA Contribution Limits Are Higher for 2025
FSA A flexible spending account allows you to build tax-free savings for certain medical expenses.
By Gabriella Cruz-Martínez Published
-
Florida Tax Deadline Extension: What You Need to Know
Tax Relief The IRS extended federal tax return file time due to severe storms.
By Kate Schubel Published
-
IRS: Here’s How to Recover Your Tax Records After a Natural Disaster
Tax Records Your tax documents can help you get federal relief faster, the IRS says.
By Gabriella Cruz-Martínez Published
-
Voters Approve New Veteran Property Tax Relief
Tax Relief Thanks to the election, some Veterans will soon see expanded property tax exemptions.
By Kate Schubel Last updated
-
Nevada Approves Diaper Tax Relief Amid Childcare Crisis
Tax Relief Nevada voters have expanded sales tax relief to diapers. But are prices still too high?
By Kate Schubel Published
-
Earned Income Tax Credit (EITC) 2024: How Much Will You Get?
Tax Credits The refundable amount for workers with or without children is slightly higher this year. Here’s what you need to know.
By Gabriella Cruz-Martínez Last updated