Question

Since moving I haven’t received W-2 tax information at my new address. Since I know how much I earned, is it possible to estimate earnings so I don’t have to file an extension?

Answer

If you don’t receive your Form W-2 at your new address by the middle of February, take these steps to prevent having to request extension:

  1. Contact your employer as soon as possible. Request a W-2 be sent to your new address.
  2. If you still don’t receive your W-2 within a reasonable amount of time, call the IRS. Call 800-829-1040 only after Feb. 15 to report the problem.
  3. If you still don’t receive your W-2 as the tax-filing deadline approaches, take these steps:
    • Complete Form 4852: Substitute for Form W-2, Wage and Tax Statement.
    • Enter an estimate of your wages and tax withholding on Form 4852. This information is usually on your final pay stub for the year.
    • Explain your efforts to obtain your late W-2.
    • Attach Form 4852 to your return.

You must take all steps by May 17, 2021, or else file Form 4868 for an extension. You must pay the taxes you owe by May 17, 2021, to avoid interest or penalties.

Related Topics

Related Resources

Social Security Dependent Benefits

Does your child receive Social Security benefits? Learn how these benefits may affect their taxes. Get tax answers from H&R Block.

Claiming an Education Credit

Not sure if your dependent can claim an education credit? Discover your options for filing or amending your return. Get tax answers from H&R Block.

New York Tax Rate

Do you earn income in New York? If so, you will owe New York income taxes. Read here to learn more about the NY tax rate here.

Illinois Tax

Are you a wage earner in Illinois? If so, you will want to read about details surrounding Illinois taxes in this post from H&R Block.