New York Times: How to Obtain Your W2 Form or Tax Return if Your Former Employer Refuses

The quest for tax information is often fraught, especially when dealing with a former employer who is not cooperative. This article aims to navigate the steps and resources available to individuals facing the challenge of obtaining a copy of their W2 or tax return when their former employer refuses to provide it. From contacting the IRS to utilizing available forms and alternatives, we'll explore the most efficient and effective methods to ensure you have the necessary documents to file your taxes.

Understanding the IRS’s Role

The IRS (Internal Revenue Service) is a critical resource for obtaining W2 forms or tax returns. If your former employer refuses to provide them, the IRS can offer a solution. They can issue a Form 4852, also known as a substitute W2. This form allows you to fill in the necessary information without direct access to your W2.

Steps to Obtain Form 4852 or a W2 from the IRS

Contact the IRS Directly

If you have exhausted all other options, the IRS is a reliable source to turn to. Simply contact them and provide the name and address of your former employer. The IRS will then attempt to obtain the information from your former employer or issue a form 4852 if necessary.

Using Your Last Pay Stub

Although some advice suggests using a last pay stub, this method has limitations. The last pay stub may not fully reflect the information on your W2, and the employer’s EIN (Employee Identification Number) may not be included. If you need accurate and complete information, it is advisable to seek a more reliable source.

Ordering a Tax Transcript

You can also order a tax transcript from the IRS. A tax transcript is a detailed record of all the tax information the IRS has on file for you. It contains a record of all W2s, tax forms, deductions, and credits. You can obtain one in person or online.

Locating State-Specific Information (if applicable)

If you live in a state that taxes your income, you will also need the information related to state taxes. You can obtain this by either ordering the transcript from the IRS or visiting your state tax agency’s website. Some states offer online services for ordering transcripts or tax documents.

Alternatives and Extensions

If you are unable to obtain the W2 by the due date, you have options. For instance, you can use the substitute W2 (Form 4852) to file your taxes. There is no penalty for filing your taxes without the W2, as long as you file all the necessary information as accurately as possible. However, you should plan to provide the W2 for verification once it becomes available.

Additionally, you can apply for a extension to file your taxes if you are unable to get the W2 by the deadline. An extension does not prevent you from filing your taxes on time and allows you to file later, possibly until October 15th.

Conclusion

While obtaining a copy of your W2 or tax return can seem daunting, especially from a former employer, there are multiple resources and methods available to ensure you have all the necessary information for filing your taxes. Whether through the IRS, a substitute W2 (Form 4852), a tax transcript, or even an extension, you have the tools to navigate this process.

For more detailed information, consult the IRS website or seek assistance from a tax professional. The key is to stay informed and proactive about your tax obligations to avoid any unnecessary complications and penalties.