Missing
Form W-2? IRS Can Help
Most people get their W-2 forms by the end of January. Form W-2, Wage and Tax Statement, shows your income and the taxes withheld from your pay for the year. You need it to file an accurate tax return.
If you haven’t received your form by mid-February, here’s what you should do:
- Contact your Employer. Ask your employer (or former employer) for a copy. Be sure they have your correct address.
- Call the IRS. If you are unable to
get a copy from your employer, you may call the IRS at 800-829-1040 after
Feb. 23. The IRS will send a letter to your employer on your behalf.
You’ll need the following when you call:
- Your name, address,
Social Security number and phone number;
- Your employer’s name,
address and phone number;
- The dates you worked
for the employer; and
- An estimate of your
wages and federal income tax withheld in 2015. You can use your final pay
stub for these amounts.
- File on Time. Your tax return is
normally due on or before April 18, 2016. Use Form
4852, Substitute for Form W-2, Wage and Tax Statement, if you don’t
get your W-2 in time to file. Estimate your wages and taxes withheld as
best as you can. If you can’t get it done by the due date, ask for an
extra six months to file. Use Form
4868, Application for Automatic Extension of Time to File U.S.
Individual Income Tax Return, to request more time. You can also e-file a
request for more time. Do it for free with IRS
Free File.
- Correct if Necessary. You may need to correct
your tax return if you get your missing W-2 after you file. If the tax
information on the W-2 is different from what you originally reported, you
may need to file an amended tax return. Use Form
1040X, Amended U.S. Individual Income Tax Return to make the change.
Starting in 2016, most taxpayers will receive one or more forms relating to health care coverage they had during the previous year.
If you enrolled in 2015 coverage through the Health Insurance Marketplace, you should get Form 1095-A, Health Insurance Marketplace Statement by early February.
If you were enrolled in other health coverage for 2015, you should receive a Form 1095-B, Health Coverage, or Form 1095-C, Employer Provided Health insurance Offer and Coverage by the end of March. You should contact the issuer of the form - the Marketplace, your coverage provider or your employer - if you think you should have gotten a form but did not get it.
If you are expecting to receive a Form 1095-A, you should wait to file your 2015 income tax return until you receive that form. However, it is not necessary to wait for Forms 1095-B or 1095-C in order to file.
Each and every taxpayer has a set of fundamental rights they should be aware of when dealing with the IRS. These are your Taxpayer Bill of Rights. Explore your rights and our obligations to protect them on IRS.gov.
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