When Do You Usually Get Your W-2?
Get clarity on W-2 delivery expectations, understand its importance, and explore options for timely receipt of your essential tax statement.
The W-2 form is a document employers provide to report an employee’s annual wages and the amount of taxes withheld. It is an important record for individuals to accurately file their federal and state income tax returns. Employers must furnish this statement to each employee who received taxable compensation.
Understanding the W-2 Deadline
Employers are required to furnish Form W-2, Wage and Tax Statement, to their employees by January 31 of the year following the tax year. This deadline is mandated by Internal Revenue Code Section 6051. The January 31 deadline applies to both mailed and electronically delivered W-2s. If this date falls on a weekend or legal holiday, the deadline shifts to the next business day.
Key Details on Your W-2
Your W-2 form contains key information for tax preparation. It includes the employer’s name, address, Employer Identification Number (EIN), your name, address, and Social Security number. Various boxes on the W-2 detail your wages, tips, and other compensation, along with federal, state, and local income taxes withheld.
Steps When Your W-2 Is Delayed
If you do not receive your W-2 by the end of January, you should first contact your employer. Confirm your mailing address and ask when the W-2 was sent or if an electronic copy is available. If your employer cannot provide the form or an acceptable explanation by mid-February, contact the IRS for assistance.
When contacting the IRS (800-829-1040), be prepared to provide your name, address, Social Security number, and dates of employment. Also have your employer’s name, address, and phone number ready. The IRS will then contact your employer and may send you Form 4852, Substitute for Form W-2. This form allows you to estimate your wages and withheld taxes using information from your final pay stub if you need to file your return before receiving the actual W-2.
Electronic W-2 Access
Many employers offer electronic delivery of W-2 forms, which can often provide access earlier than mailed copies. Employees must consent to receive their W-2 electronically through an employee portal or similar system. Checking with your employer or payroll provider about electronic access options is a convenient way to obtain your W-2.