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What to Do About Your Missing W-2

While the majority of taxpayers receive a W-2 before the beginning of January, sometimes it just doesn't work out that way. Luckily - since it's needed for filing an accurate return - the IRS has advice for people who are missing their Form W-2.

If you haven’t received your form by mid-February, here are four steps the IRS says you should take if you haven't received a W-2 by the middle of this month:

  • Contact your Employer and ask for a copy.
  • Call the IRS at 800.829.1040 after February 23.
  • File Form 4852, Substitute for Form W-2, Wage and Tax Statement, by April 18, 2016.
  • Correct your submitted return if necessary, using Form 1040X, Amended U.S. Individual Income Tax Return.

Finally, remember the healthcare-related forms, like a 1095-A, 1095-B, or 1095-C: whichever is applicable for your situation.

Source: Internal Revenue Service

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