Last updated October 10, 2022 Show As an employee, you can expect your employer to provide you with your W-2 form at the beginning of every year, which will detail the income from your previous year’s employment. However, there may be times when you need a copy of an old W-2 form from a previous job. As much as we know that we should keep copies of all of our tax documents, it does not always happen. Luckily, there are a few options to retrieve a copy of a W-2 form. Create Your W-2 The following information also applies to 1099 forms that independent contractors receive; however, you may not need this type of form under the same circumstances that you would need a W2 form. Reasons to Retrieve an Old W-2 FormThere are many reasons to retrieve an old W-2 form. These reasons include:
Create Your W-2 You don’t necessarily need a reason to request a copy of an old W-2 tax form; if you find that you are missing one, don’t hesitate to proceed to retrieve a copy–you never know when you may need it. How to Get a Copy of Your Old W-2You have a couple of options for getting a copy of your old W-2 form, before you request it, you have to figure out which year you need or whether you need W-2 forms from multiple years. If you are in contact with your old employer, you may contact them and request a copy of your W-2 from payroll. Employers are obligated to keep copies of W-2 forms for four years, but some may keep them for longer. Be aware that some employers may charge a fee for administering a copy of your W-2. If you’re unable to contact your former employer, fortunately, there’s an even easier way to retrieve old W-2 forms: through the IRS. The IRS has W-2s for the past ten years, so they are likely to have what you need. The IRS keeps records of several types of information statements from third parties, including your employer, financial institutions, and others who may have paid you. The documents from the previous year become available to you after the April filing deadline. Getting a Copy of Your W-2 From the IRSIf you are requesting a copy of your W-2 form from the IRS, there are four ways that you can make the request. By Mail You can make the request for an old W-2 form by mail by filling out a 4506-T “Request for Transcript of Tax Return” form to the IRS. You will only receive a copy of your W-2 from the IRS if you filled it out in paper copy; if not, you will receive a transcript from the IRS, which will have the relevant information. This form allows you to request the wage and income transcript, as well as a transcript of your tax return or tax account activity, which is the slowest method, accounting for the time it may take the IRS to receive your request: your W-2 transcript form will arrive in about three weeks. Create Your W-2 By Phone You can request your W-2 form by phone by calling (800) 908-9946. With this method, your W-2 will typically arrive in 10 days. Online (Get Transcript By Mail) Go to Get Transcript By Mail and fill out the form to request your W-2. As with the phone method, your W-2 will arrive in 10 days. Use IRS Get Transcript If you don’t already have an IRS account, set one up and immediately download your transcripts online. You will need to provide extra documentation to verify your identity for securing access to an IRS online account. Use Your Tax Preparation Professional If you use a tax preparation professional such as an accountant, you may authorize them to contact the IRS and get your transcripts for you. They have online accounts with the IRS and may be able to contact them quickly. Tips for Getting a Copy of W-2 Form
How to Get Your W-2Keep copies of all of your W-2 forms in case you need them in the future, whether for records of your income or to track other deductions such as benefits or retirement. Luckily, if you find out that you are missing one of your W-2 forms and you need it, you can request a copy of a transcript from the IRS through several different methods. Nonetheless, it is much easier to have the forms ready when you need them, so consider creating a more comprehensive filing system for your documents. FormPros can help users save time by instantly generating W-2 forms as well as many other important tax forms. Create Your W-2 |