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Income Tax Service
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Terry Hough
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January 31, 2012 Newsletter
What to Do If You Are Missing a W-2
Make sure you have all the needed documents, including all your Forms W-2,
before you file your 2011 tax return. You should receive an IRS Form W-2, Wage
and Tax Statement, from each of your employers. Employers have until Jan. 31,
2012 to issue your 2011 Form W-2 earnings statement.
If you haven’t received your W-2, follow these four steps:
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Contact your employer -
If you have not received your W-2, contact your employer to inquire if and
when the W-2 was mailed. If it was mailed, it may have been returned to the
employer because of an incorrect or incomplete address. After contacting the
employer, allow a reasonable amount of time for them to resend or issue the W-2.
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Contact the IRS -
If you do not receive your W-2 by Feb. 14, contact the IRS for assistance at
800-829-1040. When you call, you must provide your name, address, Social
Security number, phone number and have the following information:
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Employer’s name, address and phone number
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Dates of employment
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An estimate of the wages you earned, the federal income tax withheld, and
when you worked for that employer during 2011. The estimate should be based on
year-to-date information from your final pay stub or leave-and-earnings
statement, if possible.
The IRS will attempt to get a Form W-2 issued for you. You must allow time for
this to happen.
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File your return -
You still must file your tax return or request an extension to file by April
17, 2012, even if you do not receive your Form W-2. If you have not received
your Form W-2 in time to file your return by the due date, 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.
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File a Form 1040X -
On occasion, you may receive your missing W-2 after you file 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.
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Office Hours
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Dates
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Days
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Open
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Close
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Tax Season
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January 17 - April 17
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Mon - Fri
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9:00am
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7:00pm
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Sat
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9:00am
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3:00pm
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Non-Tax Season
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April 18 - January 15
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Mon - Thurs
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9:00am
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11:30am
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