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How to File Taxes without a W-2

If you don’t have a W-2, contact your employer. If that doesn't work, you'll need to contact the IRS. Learn more and file your taxes with PriorTax.

Here’s how to File Taxes without a W-2

For most people, e-filing a tax return is pretty simple. You just plug in the numbers from your W-2 into the tax application, take the credits and deductions you’re entitled to, and -bam! – you’re done. Couldn’t be simpler.

But what happens if you don’t have a W-2? Suddenly things get a lot more complicated. Don’t worry. There’s steps to take to make sure you get your tax return in to the IRS.

First, Contact Your Employer

The first thing you should do is make every attempt to get the actual document itself. If your employer didn’t send you one, or sent you one that was incorrect, call them up and ask them to send you the correct form. It’s possible they just forgot, or sent it the the wrong address.

If you still don’t have it by February 14 of the tax season, it’s time to take additional action. At this point you should call the IRS at 1-800-829-1040 and tell them about your missing W-2. They will call your employer and tell them to send you the W-2.

You May Need to Fill Out IRS Forms

If this still fails to get you a W-2, the IRS will tell you to file Form 4852 [Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.].

As stated above, you should only complete this form if you absolutely can’t get the original W-2, or if the original is incorrect. Once you complete Form 4852 you should submit it along with your return.

Just as a warning, don’t attempt to avoid or evade your tax liability by improperly taking advantage of Form 4852. You could face some pretty severe penalties including

  • accuracy-related penalties at 20% of the tax that should have been paid
  • civil fraud penalties at 75% of taxes that should have been paid
  • a $5,000 civil penalty for filing a frivolous return

Consequences for Filing Without a W-2

Many people trying to get their refund as soon as possible assume that they can file a tax return without a W-2 using the information from their last pay stub. While technically you can do this, it’s not a good idea.

If it turns out that you file using your pay stub and the information you enter doesn’t match the information on the W-2 on file with the IRS, you will have to file an amended return, which will end up costing you time and money.

Plus, your return probably won’t even be processed until your employer submits all of their required documents to the IRS. Since they aren’t due until January 31 anyway you probably won’t save yourself any time rushing in a tax return completed with information from a pay stub.

If you’re trying to file a prior year return and you’re missing the W-2 from that year, you can retrieve a transcript of your W-2 from the IRS and use that to complete your return.

Then, once you’re ready you’ll be able to save time by preparing your taxes online with PriorTax! The straightforward tax application makes filing taxes easy!

Photo via Pete on Flickr.

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10 Responses to “How to File Taxes without a W-2”

  1. Michael John Lisardo says:

    Need transcript of W-2 from 2011.

    Address is: 804 S. Canton Dr., Fort Worth, Tx. 76112

  2. james Ray Catchings says:

    I need a W-2 from 2013 from Waverly Discount Beverage in Waverly. Ny 14892 My employer has refused to give it to me. 536 Meyers Rd. Summerville,SC29483

    • admin says:

      HI James,

      You’ll need to contact the IRS in order to get your missing W-2 information. To do so, you can call the IRS at 800-829-1040. When calling, you’ll need to provide them with your name, address, phone number, Social Security number, the employer contact info and employment information.

      Alternatively, you can file your return without your W-2 and with your tax return you will need to include Form 4852-Substitute for Form W-2. On the form 4852 you’ll be required to enter an estimate of your income and withholding.

  3. devistated says:

    i am unsure of how to file my taxes for 2014 since the only funds i generated where from helping people with their medical cannabis needs, i do not have a w2 as i didn’t have a regular job. but i did receive donations for my help and would like to file taxes so i don’t get into trouble

    • admin says:

      Hello,

      I can understand your confusion. Once you have created an account on Priortax, you will be able to enter your miscellaneous income under the “other income” section tab. Under this section, you will see that you can enter what the income is from and the amount. Please feel free to use our free customer service option as well if you are having any trouble.

  4. linda garcia says:

    My son needs his w2 forms from twenty two years ago .he was having problems with some one using his social security number which was stolen

    • admin says:

      Hi Linda,

      The IRS only offers prior year W-2 copies to taxpayers for the past 10 years. You may want to contact the IRS directly and explain your situation. They should be able to offer further insight on how you can obtain your son’s W-2.

  5. Kay says:

    I worked for a job finder called freshstart in 2013 this company is now out of business and I need my w2 from them in order to file it this year. How or what do you suggest

    • admin says:

      Hi Kay,

      When you are unable to get in touch with a past employer or the company goes out of business, you need to obtain your W-2 form from the IRS. In order to do this, you have two options.
      1. You can request an actual copy with Form 4506. This comes with a $50.00 fee.
      2. You can request a transcript from the IRS with IRS Form 4506-T. This is free of charge and will typically suffice if you simply need the information for your employment income.

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