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Several reasons could delay your refund: processing time, errors on your return, claimed credits needing verification, offsetting debts, or even rare identity theft cases. Check the IRS “Where’s My Refund?” tool or contact them directly for further assistance.

1. Contact Your Employer:

• This is the quickest and most common way to get a copy of your W-2. Your employer is required to send you a W-2 by January 31st of each year.
• Check their website or employee portal to see if they offer electronic copies of W-2s.
• If not, contact your employer’s payroll department directly. They might be able to send you a new copy by mail or email.

2. Request a Wage and Income Transcript from the IRS:

• If you can’t get a copy from your employer, you can request a wage and income transcript from the IRS. This transcript contains the same information reported on your W-2 form.
• You can request a transcript online at IRS Get Transcript or by mail using Form 4506-T, Request for Transcript of Tax Return.
• There may be a small fee associated with requesting a transcript.

3. Use Form 4852 as a Last Resort:

• If you absolutely cannot get a copy of your W-2 from either your employer or the IRS by the time you need to file your tax return, you can use Form 4852, Substitute for Form W-2, Wage and Tax Statement.
• This form allows you to estimate your wages and withheld taxes based on your pay stubs or other documentation. However, it’s important to note that using Form 4852 may delay your tax refund.

Additional Tips:

• While filing your tax return, you can explain the situation to the IRS by attaching a statement explaining why you don’t have your W-2.
• If you’re working with a tax preparer, they can often help you obtain a copy of your W-2 or complete Form 4852 for you.

Remember, it’s always best to try and get a copy of your W-2 from your employer first. However, with the options above, you can still file your taxes even if you’ve lost your W-2.

Q1: Due April 30 (Covering January, February, March)

Q2: Due July 31 (Covering April, May, June)

Q3: Due October 31 (Covering July, August, September)

Q4: Due January 31 (Covering October, November, December)

Q1: Due June 20 (Covering March, April, May)

Q2: Due September 20 (Covering June, July, August)

Q3: Due December 20 (Covering September, October, November)

Q4: Due March 20 (Covering December, January, February)

An Enrolled Agent (EA) is a federally licensed tax expert in the United States. EAs are licensed by the Department of the Treasury and have the highest credential awarded by the IRS.

Here’s what makes EAs unique:

• Tax Expertise: EAs specialize in tax matters and stay up-to-date on the latest tax laws and regulations.
• Representation Rights: Unlike some tax preparers, EAs have unlimited representation rights before the IRS. This means they can accompany you to audits, appeals, and other IRS meetings.
• Focus on Tax Issues: While some tax preparers may offer broader financial services, EAs concentrate solely on taxes, ensuring in-depth knowledge for your tax needs.

Information on Enrolled Agents can be found here.