What kind of action should I take?

[AKL_Megs]

So, I haven't gotten my W-2 yet.

Well, they DID mail it to me, only they mailed it to my OLD address. Apparently, back in November when I moved and requested an address change with my company, it never went through.

I spoke with my payroll person on February 1st, and was told what had happened, and that I should check with the post office, that they would have it.

The post office didn't have it, it had already been sent back.

Called back my payroll person and was told that, by law, he had until February 15th to reprint.

On February 15th, I tried to call him. (My company headquarters is in another state). Got voicemail. Tried for three days, leaving voicemails each time, to no avail.

Went to MY manager and explained situation to her. This was on February 17th. She sent him an email as I sat in her office, including my new address.

A week passed, no W-2.

This past Wednesday, the 24th, which would have been a week later, I talked to my manager again. She sent yet another email.

As of today, it's been 6 days since the last email, and I STILL haven't recieved my W-2.

Where should I go from here? Will contacting the IRS get me anywhere?

 

[SandrA9810]

The IRS can pull up your W-2... this happened to me once a while back. But my aunt filed the paper work, so I don't know the whole process.

 

[AKL_Megs]

The IRS can pull up your W-2... this happened to me once a while back. But my aunt filed the paper work, so I don't know the whole process.

Hmm... so they mail you a copy? Tell you the amounts for each line? I'd be curious how this works! Thank you!

 

[Thumper_Man's Wife]

So, I haven't gotten my W-2 yet.

Well, they DID mail it to me, only they mailed it to my OLD address. Apparently, back in November when I moved and requested an address change with my company, it never went through.

I spoke with my payroll person on February 1st, and was told what had happened, and that I should check with the post office, that they would have it.

The post office didn't have it, it had already been sent back.

Called back my payroll person and was told that, by law, he had until February 15th to reprint.

On February 15th, I tried to call him. (My company headquarters is in another state). Got voicemail. Tried for three days, leaving voicemails each time, to no avail.

Went to MY manager and explained situation to her. This was on February 17th. She sent him an email as I sat in her office, including my new address.

A week passed, no W-2.

This past Wednesday, the 24th, which would have been a week later, I talked to my manager again. She sent yet another email.

As of today, it's been 6 days since the last email, and I STILL haven't recieved my W-2.

Where should I go from here? Will contacting the IRS get me anywhere?

By this time, it seems that they are either ignoring you or just too lazy to do anything about it...I would call the IRS, they will be able to get in contact with your employer and that should scare them enough to get you the W-2...they will also send you a form 4852 which is just a substitute form just in case your employer does not get you the W2 in time. If by some chance you receive the W2 after you have already filed with the substitute then you can file an amended tax return form.

Good Luck!

 

[AKL_Megs]

By this time, it seems that they are either ignoring you or just too lazy to do anything about it...I would call the IRS, they will be able to get in contact with your employer and that should scare them enough to get you the W-2...they will also send you a form 4852 which is just a substitute form just in case your employer does not get you the W2 in time. If by some chance you receive the W2 after you have already filed with the substitute then you can file an amended tax return form.

Good Luck!

Thanks! I am just really frustrated, and know I am not the only person going through this (my manager said I was "... like, the 9th person" to come to her about this. ) They are clearly being lazy, and need to be put in their place. Didn't know if the IRS would be interested in this info, but hoped so.

 

[golfgal]

I would be concerned that they are trying to hide something personally.

 

[Thumper_Man's Wife]

Thanks! I am just really frustrated, and know I am not the only person going through this (my manager said I was "... like, the 9th person" to come to her about this. ) They are clearly being lazy, and need to be put in their place. Didn't know if the IRS would be interested in this info, but hoped so.

They will be very interested to know it I'm sure...they are the ones that can at least take a better stand and do something about it. Plus, they also need to know so they can get you the proper forms for you to fill out in case you don't get the W2 in time to file. For being the 9th person to go to your manager, you would think that your manager would do something other than email HR to get this taken care of. Maybe it's just me, but obviously the emails aren't getting anywhere.

I'm not exactly sure what the substitute form will entail, so I would make sure to at least gather your old pay stubs together so you have them all in one place just in case you need them.

 

[bigmerle1966]

I'm not exactly sure what the substitute form will entail, so I would make sure to at least gather your old pay stubs together so you have them all in one place just in case you need them.

The substitute has eveything on it that the W-2 has on it.

 

[Thumper_Man's Wife]

The substitute has eveything on it that the W-2 has on it.

Good to know. Thanks so much! hopefully if nothing else this will help the OP, since it seems that her HR is working against her on this.

 

[laurafergie]

From the IRS

http://www.irs.gov/newsroom/article/0,,id=106470,00.html


Contact your employer (You more than did that)

Contact the IRS If you do not receive your W-2 by February 16th, contact the IRS for assistance at 800-829-1040. When you call, you must provide your name, address, city and state, including zip code, Social Security number, phone number and have the following information:

*Employer’s name, address, city and state, including zip code and phone number

*Dates of employment

*An estimate of the wages you earned, the federal income tax withheld, and when you worked for that employer during 2009. The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible.


File your return You still must file your tax return or request an extension to file by April 15, even if you do not receive your Form W-2. If you have not received your Form W-2 by April 15th, and have completed steps 1 and 2, you may use Form 4852, Substitute for Form W-2, Wage and Tax Statement. Attach Form 4852 to the return, estimating income and withholding taxes as accurately as possible. There may be a delay in any refund due while the information is verified.


File a Form 1040X On occasion, you may receive your missing W-2 after you filed your return using Form 4852, and the information may be different from what you reported on your return. If this happens, you must amend your return by filing a Form 1040X, Amended U.S. Individual Income Tax Return.

 

[AKL_Megs]

From the IRS

http://www.irs.gov/newsroom/article/0,,id=106470,00.html


Contact your employer (You more than did that)

Contact the IRS If you do not receive your W-2 by February 16th, contact the IRS for assistance at 800-829-1040. When you call, you must provide your name, address, city and state, including zip code, Social Security number, phone number and have the following information:

*Employer’s name, address, city and state, including zip code and phone number

*Dates of employment

*An estimate of the wages you earned, the federal income tax withheld, and when you worked for that employer during 2009. The estimate should be based on year-to-date information from your final pay stub or leave-and-earnings statement, if possible.


File your return You still must file your tax return or request an extension to file by April 15, even if you do not receive your Form W-2. If you have not received your Form W-2 by April 15th, and have completed steps 1 and 2, you may use Form 4852, Substitute for Form W-2, Wage and Tax Statement. Attach Form 4852 to the return, estimating income and withholding taxes as accurately as possible. There may be a delay in any refund due while the information is verified.


File a Form 1040X On occasion, you may receive your missing W-2 after you filed your return using Form 4852, and the information may be different from what you reported on your return. If this happens, you must amend your return by filing a Form 1040X, Amended U.S. Individual Income Tax Return.

GREAT! Thank you so much for this!!!

 

[jlewisinsyr]

If you have your last pay statement of the year, you can get everything you need off of that. I never wait to get my W-2 to file my taxes (or really any other statement) as I can get all the information I need from other resources (online account statements, pay stubs, etc) and you don't need them to e-file, you just need the values off of them. The only time this doesn't work well is with a new job and you need the tax ID information of the new company (but you can get this other places too).