Filing your W-2 is an important part of your annual tax return. Here's what you need to know to file your W-2 correctly.
What is a W-2?
A W-2 (Wage and Tax Statement) is a tax form your employer sends you that shows your annual wages and taxes withheld. You'll need this form to file your tax return.
When to Expect Your W-2
Employers must send W-2s by January 31st each year. You should receive it:
- By mail at your last known address
- Electronically, if you've consented to electronic delivery
- Through your employer's HR portal
Steps to File Your W-2
- Gather Your Documents
- Collect all W-2s if you worked for multiple employers
- Make sure you have your Social Security card or number handy
- Keep your previous year's tax return nearby for reference
- Review Your W-2 for Accuracy
- Check that your name and Social Security number are correct
- Verify your address is current
- Ensure all income and withholding amounts match your final pay stub
- Choose Your Filing Method
- E-file using tax preparation software
- Work with a tax professional
- File by mail using IRS Form 1040
- Include W-2 Information
- Enter all information exactly as it appears on your W-2
- Don't round numbers; use exact amounts
- Include all W-2s if you have multiple
- Keep Records
- Save a copy of your W-2 with your tax records
- Store tax documents for at least three years
What If You Haven't Received Your W-2?
If you haven't received your W-2 by mid-February:
- Contact your employer first
- Call the IRS at 800-829-1040 if your employer doesn't respond
- File Form 4852 (substitute W-2) if needed
Common Mistakes to Avoid