The W-2 form is a federal wage and tax statement that your employer uses to report all income paid to you during the tax calendar year. The employer must also report on your W-2 all federal, FICA (Federal Insurance Contributions deductions reported to Social Security), and state withholding taxes that were withheld from your earnings during the year. By law, every employer must provide employees with a W-2 no later than January 31st, so that employees can file their income tax returns by April 15th. To obtain a copy of your W-2 earlier, you will need to send a written request to your employer.
Gather Your Information
Make a list of all the employers you worked for during the year and their contact information. If you were paid more than $600.00 by an employer, the employer is required to provide you with a W-2 no later than January 31st.
Reach Out to Your Employer
Contact each employer through the human resources department or the office manager. Write a letter, e-mail or call two months before the end of the year to inquire about obtaining an early copy of your W-2 form and ask where to send your request.
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Draw Up a Written Request
Prepare a written request to each employer requesting your W-2. State the deadline you wish to receive the W-2 by. Include your employee I.D. or department number, your employment start and end date if you no longer work there, your Social Security number, mailing address, telephone number and e-mail address. Follow-up with the employer if you don't receive the W-2 by the request date.
Check the Info on Your W-2
It is always a good idea to keep copies of your paycheck stubs to compare against your W-2 to make sure the information matches. Review the W-2 when you receive it to make sure the total wages and deductions are equal to the figures presented on your last paycheck stub. Check for spelling errors in your name. Make sure your Social Security number is correct. If you find any errors, write or call the employer and have them send you an amended W-2.
Use H&R; Block
Another option is to use H&R Block's Early Access program. Simply visit their website and enter your employer's name or FEIN. After selecting the employer, you can submit a request to have an electronic copy of the W-2 sent to H&R Block. There is no charge for this service and all you need to do is grab your photo identification and make your way to H&R Block to pick up the document.
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