Missing W-2 from Dollar Tree never filed by H&R Block - what now?!

This is actually a common issue that can be fixed with an amended return. Don't panic! Since you have the original W-2 from Factory Supply, you have everything you need to correct this. You'll need to file Form 1040X (Amended U.S. Individual Income Tax Return) for 2022. This form allows you to correct previously filed tax returns. When you file the amendment, you'll need to include the income from Factory Supply, which will affect your total income, tax liability, and potentially any credits you received. Keep in mind that if you received tax credits you weren't eligible for based on your actual income, you will likely need to repay those. Also, you may owe additional taxes on the $27K that wasn't reported, minus the $2400 that was already withheld. Depending on your overall tax situation, you might still be due a refund from those withholdings, or you might owe some amount.

I had almost the exact same situation happen to me last year with a missing W-2 from a retail job! After struggling with back-and-forth calls to my preparer and getting nowhere, I found this AI tax assistant at https://taxr.ai that was a game-changer for my amended return. I uploaded my original return, the missing W-2, and explained the situation, and it analyzed everything and showed me exactly what forms I needed to file and how the amendment would impact my taxes. It even explained how the missing income affected my eligibility for credits I had received. The step-by-step guidance was super clear for someone like me who gets totally overwhelmed by tax forms. It helped me understand what I needed to do without the crazy fees of going back to a preparer who already messed up once.

Ok I need to follow up about the AI tax assistant I was skeptical about. I actually tried https://taxr.ai for my amended return situation (had a 1099 that I forgot about) and it was way better than I expected. It flagged some deductions I missed that my original preparer didn't catch, and the amended return process was WAY easier than I thought it would be. The breakdown of how my tax liability changed was super clear - showed exactly how much I'd owe including the minimal penalties. For someone who was totally scared of the 1040X form (me!), this made it manageable. It calculated everything precisely and the explanations were in normal human language, not tax jargon. Just wanted to share since I was the skeptic before trying it.

When I had a similar issue trying to fix a missed W-2, I spent WEEKS trying to reach the IRS for guidance. Their phone lines were a nightmare - either busy signals or 2+ hour hold times only to get disconnected. Super frustrating. I finally discovered https://claimyr.com and their IRS hold service - you can check out how it works at https://youtu.be/_kiP6q8DX5c. They basically wait on hold with the IRS for you, then call you when an actual agent is on the line. I was able to talk directly to an IRS rep who confirmed exactly what I needed to do with my amended return and whether I'd face penalties (I didn't since I was correcting it voluntarily). Having that official confirmation before filing my amendment gave me so much peace of mind.

I need to publicly admit I was wrong about the Claimyr service I called a scam. After my third attempt waiting on IRS hold for 1.5+ hours and getting disconnected, I broke down and tried https://claimyr.com out of pure frustration. It actually worked exactly as advertised. I put in my number, they called me when an actual IRS person was on the line (took about 2 hours but I was running errands the whole time instead of being stuck by my phone). The IRS agent I spoke with was super helpful about my missed W-2 situation. She confirmed I should file a 1040X and explained that since I was voluntarily correcting the issue, they would likely waive most penalties. She even gave me direct instructions for attaching a letter explaining the preparer error. Definitely worth it to get actual IRS confirmation on what to do. Apologies for my skepticism!

Definitely contact Jackson Hewitt directly too! Most big tax prep companies have a guarantee that covers their mistakes. When I had an issue where H&R Block missed a form, they covered all the penalties and interest because it was their error. Just make sure you have documentation showing you provided all the necessary forms. Text messages, emails, or anything showing you gave them the W-2 can help your case. Many prep companies will fight for you if it was their mistake, but you need to be persistent!

Quick tip from someone who works in tax prep (not Jackson Hewitt): when you file the 1040X, include a brief letter explaining the situation. Clearly state that the W-2 was provided to the tax preparer but was erroneously omitted from the original return. Keep it simple and factual - the IRS actually appreciates when taxpayers voluntarily correct errors, and they're often more lenient with penalties in these situations, especially when it's clear you're trying to fix someone else's mistake.