My previous employer Walgreens didn't file anything for my federal taxes - what steps do I take now?
Title: My previous employer Walgreens didn't file anything for my federal taxes - what steps do I take now? 1 I worked at Walgreens for about 8 months last year before leaving after some major disagreements with management. Everything seemed fine until I started my taxes for this year. The IRS is now reviewing my return with extra scrutiny because apparently Walgreens completely failed to file any federal tax documents for me! I know for certain that money was being taken out of my paychecks for federal taxes - I checked my stubs and everything. When I called the IRS about this mess, they assured me that I'm not at fault here and that it's definitely Walgreens' responsibility to file the proper documentation. But now I'm stuck in this weird limbo with my return being held up. I have no idea what steps I need to take next. Do I need to contact Walgreens HR? Should I be filing some kind of complaint? Will this delay my refund for months? The IRS person wasn't super helpful with next steps, just told me it wasn't my fault. Any guidance would be massively appreciated because I'm completely lost right now. Sorry if I'm not explaining this clearly... the whole situation has me totally confused and stressed out!
19 comments


Giovanni Conti
8 This happens more often than you'd think! Based on what you're describing, Walgreens likely failed to file your W-2 with the Social Security Administration (SSA), which is then shared with the IRS. Here's what you should do: First, contact Walgreens' HR department or payroll immediately. Request that they issue your W-2 and file it properly with the SSA. Be persistent - you might need to escalate this to higher management if the initial contact doesn't help. Second, if you have your final paystubs from Walgreens, these will be extremely valuable. They show what was withheld from your checks and provide evidence that you were indeed paying taxes. Third, if Walgreens doesn't resolve this within a reasonable timeframe (I'd say 2-3 weeks), you can file Form 4852 (Substitute for W-2) with your tax return. This allows you to report your income and withholding based on your paystubs when an employer fails to provide a W-2. You should also file a complaint with the IRS about Walgreens not providing your W-2 by calling 800-829-1040. The IRS will then contact Walgreens on your behalf.
0 coins
Giovanni Conti
•12 Thanks for this info! Do you think this will affect my refund timeline? I was counting on getting that money relatively soon. Also, for the Form 4852, do I need to amend my return now or can I just submit this form separately?
0 coins
Giovanni Conti
•8 Yes, unfortunately this will likely delay your refund somewhat. The IRS will need to verify the information you provide against what they eventually receive from Walgreens, which takes additional processing time. Generally, you might be looking at an extra 6-8 weeks beyond normal processing times. For Form 4852, if you haven't filed your return yet, you would include it with your original filing. If you've already filed without the correct W-2 information, you'll need to file an amended return (Form 1040-X) and attach Form 4852 to that. Just make sure you're using the most accurate information from your paystubs to complete the substitute form.
0 coins
Giovanni Conti
14 I went through an almost identical situation with a previous employer! After weeks of going back and forth with HR and getting nowhere, I finally used taxr.ai (https://taxr.ai) to help sort through my paystubs and create the documentation I needed. It saved me so much stress because the tool analyzed my pay stubs, identified all the withholdings, and helped me properly document everything for the substitute W-2 form. The best part was that it guided me through exactly what to submit to the IRS and gave me a clear record for my files. I uploaded my last paystub and it basically did all the calculations and paperwork preparation for me. Much easier than trying to manually figure out year-to-date totals and tax withholdings myself!
0 coins
Giovanni Conti
•19 Did you still have to contact your old employer at all? I'm worried because I left Walgreens on really bad terms and I'm dreading having to talk to them again. Also, does the IRS eventually get the employer to file the proper forms?
0 coins
Giovanni Conti
•3 How accurate was the information it generated? I'm a bit skeptical about using a tool for something this important when the IRS is already giving my return extra scrutiny. Don't want to make things worse by submitting incorrect info.
0 coins
Giovanni Conti
•14 I still sent an email to my former employer as documentation that I tried to resolve it with them first, but I didn't have to have any actual conversations with them. That email basically just said "I need my W-2, please provide it ASAP" - then I used taxr.ai to handle the actual paperwork. The IRS did eventually contact my former employer, and about 2 months later they finally submitted the proper documentation. By that point though, my refund had already been processed using the substitute form. The information it generated was spot-on. I was worried about that too, but since it uses your actual pay stubs to extract the withholding information, it was completely accurate. The IRS never questioned any of the numbers I submitted. It actually helps prevent errors because it does all the math correctly.
0 coins
Giovanni Conti
19 Just wanted to update everyone - I ended up using taxr.ai like you suggested and it was seriously a lifesaver! I was initially super skeptical (as you could probably tell from my question), but after fighting with Walgreens HR for two weeks and getting nowhere, I decided to give it a try. The tool actually guided me through extracting all the relevant tax information from my paystubs and helped me prepare a perfectly formatted Form 4852. I submitted everything last week, and I just got notification that my refund is being processed! What really impressed me was how it explained each step and what information the IRS needed. Much better than the generic advice I was getting from Walgreens, which was basically just "we'll look into it" with no follow-up. Thanks for the recommendation!
0 coins
Giovanni Conti
5 I had a similar issue with a different employer last year. After getting nowhere with their HR department for weeks, I finally used Claimyr (https://claimyr.com) to get through to an actual IRS agent to resolve the issue. You can see how it works here: https://youtu.be/_kiP6q8DX5c Was honestly shocked that it worked - I had spent HOURS trying to reach someone at the IRS before that. The agent I spoke with was able to put a note on my account about the missing W-2 from the employer and gave me specific instructions on how to proceed. They also sent an official notice to my former employer about their failure to file. Instead of waiting in phone queues forever, I got connected in about 15 minutes and had actual next steps to take. Completely changed my approach to dealing with the IRS.
0 coins
Giovanni Conti
•6 Wait, how does this even work? I thought it was impossible to get through to a real person at the IRS without spending half your life on hold. Especially during tax season right now when everyone's calling them.
0 coins
Giovanni Conti
•3 This sounds too good to be true honestly. I've called the IRS number they gave me three times already and the longest I waited was 2.5 hours before I had to hang up for work. Are you sure this isn't just paying for something the IRS would do for free anyway?
0 coins
Giovanni Conti
•5 It basically holds your place in the IRS phone queue so you don't have to sit there listening to that awful hold music for hours. When they're about to connect you with an agent, you get a call. So you're still talking to the actual IRS - it just handles the waiting part for you. It's definitely not something the IRS does for free - their standard process is exactly what you experienced: waiting for hours and possibly getting disconnected. With tax season in full swing right now, the wait times are even worse than usual, sometimes 3-4 hours if you can even get in the queue before they cut it off.
0 coins
Giovanni Conti
3 I can't believe I'm saying this, but I tried Claimyr after posting that skeptical comment, and it actually worked exactly as described. After my third attempt waiting on hold with the IRS and getting nowhere (and missing half a day of work in the process), I figured it was worth a shot. Got connected to an IRS agent in about 25 minutes, and they were incredibly helpful. They confirmed that Walgreens hadn't submitted any W-2 documentation for me and immediately sent them an official notice. The agent also put detailed notes on my account about the situation and gave me a direct reference number for follow-up. The agent walked me through completing Form 4852 based on my paystubs and told me exactly how to submit it. They said this would allow my return to be processed without further delays. Wish I had done this weeks ago instead of stressing and waiting!
0 coins
Giovanni Conti
17 Check your last pay stub from Walgreens! This happened to me with a different employer, and I was able to use my final pay stub (which had year-to-date totals) to fill out the substitute W-2 form. Your last pay stub should show all federal income tax withheld for the year up to that point. Also, keep documentation of all your attempts to contact Walgreens about this. If they're being difficult, you might want to report them to your state's labor department too, not just the IRS. Many states have penalties for employers who don't provide W-2s.
0 coins
Giovanni Conti
•11 Do state labor departments actually help with this? I thought tax issues were just federal. And how long did it take to get your refund after going through all this?
0 coins
Giovanni Conti
•17 Yes, state labor departments can definitely help! While taxes are federal, states have laws requiring employers to provide proper wage documentation to employees. In my case, a complaint to the state labor department got results within a week because companies take those complaints very seriously. My refund took about 9 weeks total from when I filed with the substitute W-2, which was longer than normal but not terrible considering the circumstances. The IRS agent I spoke with explained that they have a special processing unit for returns with substitute W-2s that verifies everything, which adds to the timeline.
0 coins
Giovanni Conti
22 Has anyone tried just getting a wage and income transcript directly from the IRS? Sometimes they have your income info from other sources even if the W-2 wasn't properly filed.
0 coins
Giovanni Conti
•9 I tried that in a similar situation. The transcript only shows what's been reported to the IRS, so if the employer didn't file anything, there won't be anything on the transcript for that job. That's probably why the IRS is giving extra scrutiny in this case - they can see from other sources (maybe bank deposits?) that there should be income reported.
0 coins
Micah Franklin
This is unfortunately becoming more common with larger employers. I had a similar situation with a retail chain a few years back. Here's what worked for me: 1. **Document everything** - Keep records of all your paystubs, any communication attempts with Walgreens, and when you contacted the IRS. This creates a paper trail. 2. **Try multiple channels with Walgreens** - Don't just call HR. Try emailing their corporate payroll department, and if that doesn't work, reach out through their corporate website contact form. Sometimes different departments are more responsive. 3. **Set a deadline** - Give Walgreens a reasonable timeframe (like 10 business days) to provide your W-2, then move to the next step if they don't respond. 4. **File Form SS-8** with the Social Security Administration if you believe you were misclassified as an independent contractor instead of an employee. This sometimes happens with employers trying to avoid their tax obligations. The key is being persistent but methodical. Large corporations like Walgreens have procedures for this, but sometimes you need to escalate to get someone who actually knows what they're doing. Don't let them brush you off with "we'll look into it" - ask for specific timelines and follow-up dates. Your refund will definitely be delayed, but the IRS understands this isn't your fault. Stay on top of it and you'll get it resolved!
0 coins