Need your W-2 but your employer ghosted you? That’s where a “Sample Letter To Request W2 To IRS” comes in. It’s a formal way to ask the IRS for a copy of your W-2. You’ll need it when you can’t get it from your employer. It is commonly used when filing your taxes.
Writing to the IRS can feel daunting. Don’t worry, we’ve got your back. We’re sharing letter templates to make it easy.
This article provides sample letters. These samples will help you request your W-2 from the IRS. Use these as a guide to craft your own letter.
Sample Letter To Request W2 To Irs
[Your Name]
[Your Address]
[Your City, State, Zip Code]
[Your Phone Number]
[Your Email Address]
[Date]
Internal Revenue Service
[IRS Address – if known, otherwise omit]
[IRS City, State, Zip Code]
**Subject: Request for W-2 Information**
Dear Internal Revenue Service,
I am writing to request a copy of my W-2 form for the [Year] tax year. I have been unable to obtain this form from my former employer, [Employer’s Name], located at [Employer’s Address, if known].
My Social Security Number is [Your Social Security Number].
I need this W-2 form to accurately file my tax return. Please let me know what steps I need to take to receive this information.
Thank you for your time and assistance.
Sincerely,
[Your Signature]
[Your Typed Name]
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How to Write Letter To Request W2 To Irs
Subject Line: Clarity is Key
- Begin with a succinct subject line. Consider “Request for W-2 Information – [Your Name] – [Tax Year]”.
- Avoid ambiguity; the IRS processes copious amounts of mail. A clear subject ensures prompt attention.
Salutation: A Formal Overture
- Address the IRS respectfully. “To Whom It May Concern” or “Internal Revenue Service” are both acceptable.
- Steer clear of overly familiar greetings. Professionalism begets efficiency.
Your Identifying Information: Essential Details
- Include your full legal name, current address, and Social Security number (SSN).
- Provide any previous addresses if you moved since the tax year in question. This mitigates potential confusion.
- Accuracy is paramount. Double-check all details before dispatching your missive.
Employer Details: Pinpointing the Source
- State the employer’s full legal name, address, and Employer Identification Number (EIN). This is crucial for the IRS to locate the relevant records.
- If possible, include a contact phone number for the employer. This expedites the verification process.
The Request: Articulating Your Needs
- Clearly state that you are requesting a copy of your W-2 form for a specific tax year.
- Mention that you have not received your W-2 from your employer, or that it was lost or irretrievable.
- Be concise and avoid superfluous jargon. A direct approach is most effective.
Justification or Explanation: Providing Context
- Briefly explain why you need the W-2. For instance, “to accurately file my federal income tax return.”
- Include any relevant circumstances that might assist the IRS in processing your request. Did the company dissolve? Was there a merger?
- This section adds credence to your request.
Closing: A Courteous Farewell
- End with a polite closing such as “Sincerely” or “Respectfully”.
- Sign your name legibly.
- Include your phone number and email address for ease of contact should the IRS require further elucidation.
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Frequently Asked Questions: Requesting Your W-2 from the IRS
If you are unable to obtain your W-2 from your employer, you may request a copy from the IRS. Below are answers to common questions regarding this process.
How do I request a W-2 from the IRS?
You must complete Form 4852, Substitute for Form W-2, Wage and Tax Statement, and attach it to your tax return. This form requires you to estimate your wages and taxes withheld.
What information do I need to complete Form 4852?
You will need your employer’s name, address, and phone number, as well as an estimate of your wages and federal income tax withheld. Any documentation you have, such as pay stubs, can help.
What if I don’t have all the information needed for Form 4852?
Provide as much information as possible. The IRS may be able to assist in verifying the details or obtaining the missing information.
When should I file Form 4852?
File Form 4852 with your tax return only after you have attempted to obtain your W-2 from your employer and have not received it by the tax filing deadline.
Will requesting a W-2 from the IRS delay my tax refund?
Potentially, yes. The IRS may need to verify the information provided on Form 4852, which could delay the processing of your tax return and any associated refund.