If I eFile Taxes Do I Have to Mail My W-2?
In the United States you do not need to supplement your e-filed income tax return with a mailed paper copy of the W-2s referenced in the return. However, it's still important to keep your paper W-2s for future reference.
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Considerations
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You must enter the information from your paper W-2 directly into the computer program or website that you are using to file your taxes. Copying this information into electronic form is equivalent to submitting a copy of your W-2, just as you e-file with a digital signature or personal identification number instead of your written signature.
Factors
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Filling out your tax return with incorrect W-2 information may mean you have to file an amended tax return, form 1040X, later. To avoid mistakes, wait until you have your correct W-2s in hand before completing your tax return.
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Time Frame
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If you do not receive your form W-2 from all employers or former employers in the previous tax year by Jan. 31, or if a Form W-2 is filled out incorrectly, contact each employer individually to follow up. If you do not receive a corrected or complete W-2 by Feb. 14, you may contact the IRS for assistance in obtaining the form. As a last resort, you may fill out Form 4852, Substitute for Form W-2 or Form 1099-R, if you do not receive a correct W-2 by April 15. You must mail this form to the IRS even if you e-file your return.
Expert Insight
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Keep your paper W-2 on file with a printed copy of your tax return in case the IRS has questions about your return later. Bankrate.com recommends keeping tax returns and associated forms and records for seven years.
Warning
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While you do not need to submit paper copies of your W-2 to the IRS if you e-file, you may need to submit paper copies of other supplemental tax forms. Your tax preparer, your tax software or the instructions on electronic tax forms will indicate if you need to submit forms on paper.
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References
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