Mar 22, 2022
WHAT TAXPAYERS SHOULD DO IF THEY HAVE NOT RECEIVED THEIR W-2 OR 1099 OR HAVE AN INCORRCT DOCUMENT.
Taxpayers who have not received their W-2 or Form 1099 should immediately contact the employer, payor or issuing agency and again request their missing document(s). Likewise for those who received an incorrect W-2 or Form 1099. Tell them that you need them to send it to you by email at once so that you may do your taxes.
If they cannot get their forms, they still must file their tax return on time or they need to apply for an extension to file, Form 4868.
To avoid filing an incomplete or amended return, they may need to use Form 4852, Substitute for Form W-2, Wage and Tax Statement or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
If a taxpayer doesn't receive the missing or corrected form in time to file their tax return, they can estimate the wages or payments made to them and any taxes withheld. They can use Form 4852 to report this information on their federal tax return.
If they receive the form after filing their return and the information differs from their previous estimate, they must file Form 1040-X, Amended U.S. Individual Income Tax Return.
Documents which Taxpayers should have received shortly after the end of January include, but are not limited to,
Form W-2, Form 1099-MISC, Form 1099-INT, Form 1099-NEC, Form 1099-G, for unemployment compensation or state tax refund,
Letter 6419, 2021 Total Advance Child Tax Credit Payments, and Letter 6475, 2021 Economic Impact Payment (EIP).
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