Requesting a 2021 W-2 from the IRS: How to Get It and When to Expect
Need a copy of your 2021 W-2 from the IRS? Here's what you need to know about requesting this tax document and how to obtain it. If you are looking for tips on how to get a 2021 W-2, this guide will clarify the process.
Can I Get a 2021 W-2 from the IRS?
Yes, you can request a copy of your 2021 W-2 from the IRS. However, it's important to understand that the IRS does not directly provide copies of W-2 forms. Instead, they can provide a transcript that contains the information reported on your W-2. Here are the steps you can take to obtain this transcript:
Online Request
The most convenient method is to request your W-2 transcript online. To do this, you can use the IRS's Form 4506-T. You can fill out and submit this form directly through the IRS website.
Mail Request
Alternatively, you can also request a copy of your W-2 by mailing a written request to the IRS. Make sure to include a self-addressed stamped envelope (SASE) for the IRS to return the form to you.
Obtaining a Copy from Your Employer
Another option is to request a copy of your 2021 W-2 directly from your employer. Employers are required to keep copies of W-2 forms for several years, so they should be able to provide you with a copy. Be aware that there may be some delays in receiving the form, as processing times can vary.
December 31, 2021: No Yet?
It's important to note that the calendar year has not ended. Therefore, your employer will not submit the 2021 W-2 until January 2022. This is a crucial fact to remember when you're planning your tax preparation.
When Will I Receive My W-2?
According to my experience working in payroll, employers typically distribute W-2s for all employees and former employees in mid to late January. These forms are not required to be mailed to you until January 31st. If you need a copy before then, it's best to request it from your employer.
The IRS Has Not Yet Received Your W-2
Even if your employer has sent your W-2 to the Social Security Administration for processing, the IRS may not have received it yet. The Social Security Administration processes the W-2 forms and then sends the processed files to the IRS. The IRS then matches these files with the tax returns you file.
Even if the IRS had received your W-2, they would not send it to you. It is the responsibility of your employer to provide you with a copy of your W-2. Employers are required to keep payroll information for 10 years as a legal record.
Form Unavailability Due to Tax Year Requirements
It's also worth noting that the actual 2021 W-2 form is not available for requesting at this time. Any copy your employer or the IRS may provide will have the same information and basic format as the W-2 but won't be an official form for 2021 until the new W-2 forms are issued.
Employer Provided W-2s
If you need to use a W-2 for a specific purpose, such as confirming your income for a debt or loan application, a letter from your employer may suffice. Employers are required to provide W-2s upon request, even if the tax year is not yet complete. However, depending on the specific use of the document, the employer's letter may be accepted in place of an official W-2 form.
Remember that the IRS does not issue W-2s. They are provided by your employer. Since the form covers the entire tax year, it's unlikely that an official 2021 W-2 will be issued now. For most purposes, a letter from your employer should be sufficient.
By understanding the steps and timing involved in obtaining a 2021 W-2, you can better prepare for your tax season and any other situations where a W-2 might be needed. If you have any further questions, feel free to reach out.