FAQ

* Tax Law changes every year. We keep track of all the tax law change to help you get your maximum refund and credit. *

 

Q: If W-2s Are Missing, what should I do?

A: In most cases you get your W-2 forms by the end of January. Form W-2, Wage and Tax Statement, shows your income and the taxes withheld from your pay for the year. You need your W-2 form to file an accurate tax return.

If you haven’t received your form by mid-February, here’s what you should do:

• Contact your employer.  Ask your employer (or former employer) for a copy. Be sure that they have your correct address.

If IRS can help, if you miss your W-2?

• After Feb. 23.  If you can’t get a copy from your employer, call the IRS at 800-829-1040 after Feb. 23. The IRS will send a letter to your employer on your behalf. You’ll need the following when you call:

o Your name, address, Social Security number and phone number;

o Your employer’s name, address and phone number;

o The dates you worked for the employer; and

o An estimate of your wages and federal income tax withheld in 2014. You can use your final pay stub for these amounts.

Q: Will I receive Form 1095-A-New Health Insurance Marketplace Statement? 

A: Note: Important New Health Insurance Form. If you bought health insurance through the Health Insurance Marketplace, you should have received a Form 1095-A, Health Insurance Marketplace Statement, by early February. You will need the new form to help you complete an accurate federal tax return. You will use the information from the Form 1095-A to calculate the amount of your premium tax credit. The form is also used to reconcile advance payments of the premium tax credit made on your behalf with the amount of premium tax credit that you are eligible to claim.

If you did not receive your Form 1095-A, you should contact the Marketplace from which you received coverage to get a copy. You are not required to send in proof of health care coverage, including Form 1095-A, to the IRS when filing your tax return. However, it’s a good idea to keep these records on hand to verify coverage.