lost w2 tax forms

Document Sample
lost w2 tax forms Powered By Docstoc
					Form4506                                    REQUEST FOR COPY OR TRANSCRIPT OF TAX FORM
(Rev. May 1997)
                                                                Read Instructions before completing this form.                                          OMB No. 1545-0429
Department of the Treasury
internal Revenue Service                   Type or print clearly. Request may be rejected 9 the form is incomplete or illegible.
                      Note: Do not use this form to get tax account Information. Instead, see instructions below.
  is Name shown on tax form. 0 a joint return, enter the name shown first.                                      1 b First social security number on tax form or employer
                                                                                                                      Identification number. (See Instructions.)

 2a If a joint return, spouse's name shown on tax form                                                          2b Second social security number on tax form

 3       Current name and address (Including apt.. room or suite no.), city, state, and ZIP code

 4       Address, including apt.. room, or suits no.) city, state, and ZIP code shown on the last return riled I different from One 3

 5       9 copy of form or a tax return transcript Is to be mailed to someone ohm. show the third party's name and address.

 6       If we cannot find a record of your tax form and you want the payment refunded to the third party, check here
 7       If name In third party's records differs from line I a above, show name here. (See Instructions)
 3       Check only one box to show what you ward. There Is no charge for items Be, b, and c:
             Tax return transcript of Form 1040 series filed during the current calendar year and the 3 prior calendar years. (See Instructions).
     b       Verification of nonfiling.
     c       Form(s) W-2 Information (sea instructions).
     d         Copy of tax form and all attachments including Form(s) W-2. schedules, or other forms). The charge Is $23.00 for each period requested.
               Note: It these copies must be certified for court or administrative proceedings, see Instructions and check here
 9       if this request Is to meet a requirement of one of the following. check all boxes that apply.
            r        Small Business Administration                  Department of Education               Department of Veterans Affairs            Financial Institution
 10 Tax form number (Form 1040,1040A, 941. etc.)                                                                12 Complete only If line 8d Is chocked. Amount due:
                                                                                                                  • Cost for each period                              $   23.00
                                                                                                                  b Number of tax periods requested on line 111
 11 Tax period(*) (year or period ended date). If more than four, see Instructions.                               c Total cost. Multiply One 12a by One 12b. ... $
                                                                                                                Full payment must accompany your request Make
                                                                                                                check or money order payable to Internal Revenue
 Caution: Before signing, make sure all dome are complete and the form Is dated.
 I declare that I am either the taxpayer whose name Is shown on line 1a or 2a, or a person authorized to obtain the tax information requested. I am aware that based
 upon this form. the IRS will release I a tax
                                                                                                                               Telephone number of requester

                        Signature. See instructions. If other than taxpayer, attach authorization document.               Date               am time to Go
         Sign           Title (if a above is a corporation, partnership, estate, or trust)                                                   TRY A TAX RETURN -
         Here                                                                                                                                TRANSCRIPT
                        Spouse's Signature.                                                                               Date               (see line So Instructions)

Instructions                                                     Do not use this form to request Forms 1 099 or tax Tax Account Information. - If you need a statement
Section references are to the Internal Revenue               account information. See this page for details on how of your tax account showing any later changes that
Code.                                                        to get these items.                                      you or the IRS made to the original return, request
                                                             Note; Form 4506 must be received by the IRS within tax account information. Tax account Information
TIP: If you had your tax form filled In by a paid            60 calendar days after the date you signed and dated     lists certain items from your return Including any later
preparer, check first to see it you can got a copy from      the request.                                             changes.
the preparer. This my save you both time and                                                                              To request tax account information, write or *A
money.                                                       How Long Will It Take? - You can get a tax return         an IRS office or call the IRS at the-number Wed in
                                                              transcript or verification of nonfiling within 7 to 10  your telephone directory.
Purpose of Form. - Use Form 4506 to got a tax                workdays after the IRS receives your request. It can         If you want your tax account Information sent to a
return transcript, verification that you did not file a      take up to 60 calendar days to got a copy of a tax       third party, complete FORM 8821, Tax Information
Federal tax return Form W-2 information, or a copy           form or W-2 information. To avoid any delay, be sure Authorization You may got this form by phone (call
of a tax form. Allow 6 weeks after you file a tax form       to furnish all the information asked for on Form 4808   1 -800-829-3676) or on the Internet                   (at
before you request a copy of it or a transcript For
W-2 Information, wait 13 months after the end of the         Form 1099 - If you need a copy of a Form 1099,          htIp://
year in which the wages were earned. For example,            contact the payer. If the payer cannot help you, call     Line 1b. Enter your employer identification number
wait until Feb. 1999 to request W-2 information for          or visit the IRS to got Form 1099 information.                   If you are requesting a copy of a business
wages earned in 1997.                                                                                                 tax form. Otherwise, enter the first social security
                                                                                                                                        (Continued on next page)

For Paperwork Reduction Act Notice, see page 2 of form                                       Cat. No. 41721 E                                              Form 45M (REV- 05-97
Form 4506 (Rev. &97)                                                                                                                                                         Page 2
 number shown on the tax form.                                 to the right of proceedings, check the box to the right
 Line 2b. If requesting a copy or triiinscrip(of a Xxnt        of One 8d. It will take at least 60 days to process your Indiana, Kentucky.                P.O. Box 146500
tax form, enter the second social security number              request.                                                    Michigan, Ohio.                Cincinnati. OH
                                                                                                                          West Virginia                   45250
 shown on the tax form.                                        Line I 1. - Enter the yeaqs) of the tax form or tax
 Note; If you do not complete line lb and, I                   return transcript you want. For fiscal-year filers or      Kansas, Now Mexico.             3651 S. Interregional
applicable, line 2b, there may be a delay In                                                                               Oklahoma, Texas                Hwy
                                                               requests for quarterly tax forms, enter thedatethe
 processing your request.                                                                                                                                 Photocopy Unit
                                                               period ended; for example, 3/31/96, 6/30/96, etc. If
Line S. - It you want someone also to receive the tax         you need more than four different tax penods, use                                          Austin, TX 73301
form or tax return transcript (such as a CPA, an               additional Forms 4506. Tax forms filed 6 or more Alaska, Arizona
enrolled agent, a scholarship board, ora mortgage                                                                         California, (cou6es of
                                                              years ago may not be available for making copies- Alpine, Amador, Butte,
 lender), enter the name and address of the                   However, tax account information Is generally still Caleveras, Colusa,
individual. If we cannot find a record of your tax form,      available for these penods.                                 Contra Costa,
                                                                                                                          Dal Norte, El Dorado,
we will notify the third party directly that we cannot fill   Line 12c. - Write your SSN or EIN and "Form 4506            Glenn, Humboldt, Lake,
the request.                                                  Request' on your check or money order. If we cannot         Lassen. Madn                   P 0. Box 9941
                                                                                                                          Mendocino, dodoc,              Photocopy Unit
Une 7. - Enter the name of the client, student, or            fill your request, we will refund your payment.             Napa, Nevada, Placer,          Stop 6734
applicant If 4 Is different from the name shown on One        Signature. - Requests for copies of tax forms or tax        Plumas, Sacramento,            Ogden, UT 84409
                                                                                                                          San Joaquin, Shasta.
1 a. For example, the name on line 1 a my be the              return transcripts to be sent to a third party must be Sierra, Siskiyou, Solano,
parent of a student applying for financial aid. In this       signed by the person whose name is shown on line Sonoma. Sutter Teham,
                                                                                                                                   Yolo, an~
case, you would enter the student's name on Una 7             I a or by a person authorized to recerve the requested      Yubal, Colorado,
so the scholarship board can associate the tax form           information.                                                Idaho, Montana,
                                                                                                                          Nebraska, Nevada.
or tax return transcript with their file.                          Copies of tax forms or tax return transcripts for a    North Dakota, Oregon,
Uns,Ss.- If you want a tax return transcript. check           jointly filed return may be furnished to either the         South Dakota Utah
                                                                                                                         Washington, korning
this box. Also, on line 1 0 enter the tax form number         husband or the wife. Only one signature is required.
and on line I I enter the tax period for which you            However, see the line So Instructions. Sign Form California other       (all               5045 E. Butler Ave.
                                                                                                                          counties), wait                Photocopy Unit
want the transcript.                                          4506 exactly as your name appeared on the original                                         Stop 52180
                                                              tax form. If you changed your name, also sign your                                         Fresno, CA 93MB
    A tax return transcript is available only for rellume
                                                              cuffent name.
in the 1040 series (Form 1040, Form 1040A, 1040EZ,
etc.) It shows most line items f rom the original return.          For a corporation. the signature of the president of Illinois. Iowa                   2306 E. Bannister Rd
                                                                                                                          Minnesota, Wssourl.            Photocopy Unit
Including accompanying forms and schedules In                 the corporation, or any principal officer and the Wisconsin                                Stop 6700, Annex 1
many cases, a transcript will meet the requirement of         secretary, or the principal officer and another officer                                   Kansas City, MO 649M
any lending institution such as a financial institution,      are generally required For more details on who may Alabama, Arkansa ,                      P.O. Box 30309
the Department of Education, or the Small Business            obtain tax Information on corporations, partnerships. Louisiana, Mississippi,              Photocopy Unit
                                                              estates, and trusts. see section 6103.                     North Carolina,                 Stop 46
Administration. It my also be used to verily that you                                                                    Tennessee                      Memphis. TN 38130
did not claim any itemized deductions for a                        If you are not the taxpayer shown on One I a, you
                                                              must attach your authorization to receive a copy of         Delaware,                      I I 601 Roosevelt Blvd.
residence.                                                                                                                District of Columbia,         Photocopy Unit
                                                              the requested tax form or tax return transcript You Maryland, Pennsylvania,                DP 536
Note: A tax return transcript does not reflect any                                                                                                      Bensalem, PA 19255
                                                              may attach a copy of the authorization document it Virginia, a Foreign
changes you or the IRS made to the original return. If                                                                              or had an
                                                              the original has already been riled with the IRS. This A P 0. or F.P.0 address
you want a statement of your tax account with the
                                                              will generally be a power of attorney (Form 2848). or
changes see Tax Account I nformatlon on page I                                                                           Privacy Act and Paperwork Reduction Act
                                                              other authorization, such as Form 8821, or evidence
Line 8b. - Check this box only d you want prooff rom                                                                      Notice. - We ask for the Information on this form
                                                              of entitlement (for Title 11 Bankruptcy or                 to establish your right to gain access to your tax form
the IRS that you did not file a return for the year.
                                                              Receivership Proceedings) If the taxpayer is or transcript under the Internal Revenue Code,
Also, on line 1 1 enter the tax period for which you are      deceased, you must send Letters Testamentary or including sections 6103 and 61 09. We need it to gain
requesting verification of nonf ifing.                        other evidence to establish that you are authorized to access to your tax form or transcript in our riles and
Line So. - If you need only a copy of your Form(s)                                                                        property respond to your request. If you do not
                                                              act for the taxpayer's estate.                             furnish the information, we will not be able to fill your
W-2, check this box Also, on line I 0 enter *Form(s)          Where To File. - Mail Form 4506 with the correct            request We may give the information to the
W-2 onV, and on line I I enter the tax period for             total payment attached, If required, to the Internal        Department of Justice or other appropriate law
which you want the Information.                                                                                           enforcement official. as provided by law.
                                                              Revenue Service Center for the place where you
    You may receive a copy of your actual Form W-2            lived when the requested tax form was riled.                   You are not required to provide the Information
                                                                                                                          requested on a form that Is subject to the Paperwork
or a transcript of the lnfoffrl~iion-, depending on FioW      Note: You must use a separate form for each service Reduction Act union the form displays a valid OMB
employer filed the form. However. state withhokfing           center from which you are requesting a copy of your control number. Books or records relating to a form
information is not shown on a transcnpL I you have            tax form or tax return transcript.                         or its instructions must be retained as long as their
                                                                                                                         contents may become material in the administration
filed your tax return for the year the wages were               If you lived In: Use this address: of any Internal Revenue law. Generally, tax returns
earned. you can get a copy of the actual Form W-2                                                                         and return Information are confidential. as required
                                                              New Jersey, New York           1040 Wave It   Ave.          by section 6103.
by requesting a complete copy of your return and              (Now York City                 Photocopy
paying the required fee.                                      and counties of Nassau, Stop 532                               The time needed to complete and file this form will
                                                              Rockland, Suffolk, and Hollsvills, NY 11742                vary-depending on Individual circumstances. The
    Contact your employer if you have lost your               Westchester)                                                estimated average tim Is:
current year's Form W-2 or have not received it by                                                                        Recordkeeping                                   13 m1n.
the time you are ready to prepare your tax return.                     9
                                                              Now York I other
                                                              counties) nnecticut,
                                                                                             31 0 Lowell St
                                                                                             Photocopy 1.1~4              Learning about ft law or the form                 7 min.
Note; If you are requesting informallonabout your             Maine, Massachusetts           Sic 679                      Preparing the f omL                             26 mim
                                                              Now Hampshire,                 Ar,Fo,,,r, MA 01 81 0        Copying, assembling and sending the
spouse's Form W-2, your spouse must sign Form                 Rhode Island, Vermont                                      form to the IRS                                  17 m1n.
4506                                                                                                                         If you have comments concerning the accuracy of
                                                              Florida Georgia             4800 Buford Hwy.
Una 8d. - 9 you are requesting a certified copy of a          South Urolina.              Photocopy Unit                 these time estimates or suggestions for makingthis
tax form for court or adrninistrative proceedings,                                        Stop 91                        form simpler, we would be happy to hear from you.
                                                                                          Doraville, GA 30362            You can write to the Tax Forms ComMitlas, WOStOm
check the box to the right of If you are requesong a                                                                     Area Distribution Center, Rancho Cordova. CA
certified copy of a tax form for court or adrFunistrative                                                                95743-0001. 00 NOT send the form to this addreits.
                                                                                                                         Instead, see Where To File on this page.

                                                                                                                        U S. Government Printing Office. 1997 - 417-677/60164

Description: Do you need a replacement for a lost tax form? Whether they were lost in the mail or simply disappeared in your files, it’s easy to misplace important documents and tax forms are no exception. Here is an official government issued request form for ordering the replacement of lost tax forms, such as a W-2 or a 1040. This form will walk you through all the steps you need to take in order to procure a new copy of your missing tax forms. From the required information and identity verifications, to the closest mailing location and the amount of time you’re likely to have to wait for your replacement to arrive, all pertinent information is here. This document is useful for anyone in need of replacing a lost tax form.