How to Obtain a W-2 Form from a Previous Employer

Introduction

After leaving an employer, you may find yourself in a position where you need a W-2 form for various reasons, such as tax filing or financial planning. This guide will help you navigate the process of obtaining a W-2 form from a former employer, ensuring that you have all the necessary documentation for your records.

Contact Your Employer

The first step in obtaining a W-2 form from your previous employer is to reach out to them. This can typically be done through the Human Resources (HR) or payroll department. You can contact them via email or phone.

Ensure that you are prepared to provide the following information:

Full name SSN (Social Security Number) Your address during employment

These details will help your former employer locate your records more efficiently.

Check Online Portals

Many companies now offer employee portals where you can access various tax documents, including your W-2 form. If available, log in to your company’s portal and check if your W-2 is accessible for download.

IRS Form 4506-T

If your former employer cannot provide you with a W-2 form, you can request a transcript of your tax information from the Internal Revenue Service (IRS) using Form 4506-T. This form enables you to request a detailed record of your tax information, including wages and taxes withheld.

File a Complaint If Necessary

Should your former employer be unresponsive and you need the information urgently, you can contact the IRS directly at 1-800-829-1040 for assistance.

Keep Records

Once you have obtained your W-2 form, it is important to keep a copy of it for your records. This will help you avoid future issues and ensure that you have the latest information for your financial needs.

Additional Tips

If your employer is slow to respond, consider contacting your local IRS office for guidance. Make sure to keep a forwarding address with the post office when you leave your previous employer’s company. If you still live at the address your former employer had for you, the W-2 form should be mailed to that address. Otherwise, contact your employer and inform them of your new address. Many employers provide online access to W-2 forms. Check if this option is available before requesting a paper copy.

Conclusion

Obtaining a W-2 form from a previous employer can be a straightforward process if you follow the correct steps. By contacting your former employer, checking online portals, and using IRS Form 4506-T if needed, you can ensure you have the necessary documentation for your financial and tax requirements.