< Back to IRS

Yuki Tanaka

When is the legal deadline for my employer to provide a corrected W2?

So my company sent out our W2s back in mid-January, but then a week later they emailed everyone saying they messed up and would be sending revised W2s in "early March." It's now the end of March and I still haven't gotten my corrected W2. I've been waiting to file my taxes because they specifically told us to hold off until we got the new forms. Is there an actual legal deadline for when employers have to provide corrected W2s? I've been checking my mailbox every day and nothing shows up. I know the regular W2 deadline is January 31, but what about revised ones? This is super frustrating because I was counting on getting my refund by now. Can they just make us wait indefinitely?

The January 31st deadline applies to the initial W-2 forms, which your employer did meet. For corrected W-2s (W-2c forms), the IRS doesn't technically set a specific deadline, but employers are expected to issue corrections "as soon as possible" after discovering errors. While there's no hard deadline for W-2c forms, your employer shouldn't be dragging their feet this long. They should be making a reasonable effort to get you the corrected form, especially since they've told you not to file yet. At this point, I'd recommend contacting your HR or payroll department directly to ask for an update on the status of your corrected W-2. If you can't get a satisfactory response from your employer, you have a couple of options. You could file with your original W-2 and then file an amended return later, or you could contact the IRS directly at 800-829-1040 for assistance. They may contact your employer on your behalf.

0 coins

If I file with my original W2 and then have to amend later, will that increase my chances of being audited? And would I have to pay a tax preparer twice to handle both the original and amended returns?

0 coins

Filing an amended return doesn't inherently increase your audit risk - the IRS understands that amendments are sometimes necessary due to circumstances beyond your control like a corrected W-2. The key is to file the amendment properly when you receive the corrected form. Regarding tax preparation costs, yes, unfortunately you would likely need to pay again for the amended return preparation. Many tax professionals charge separately for preparing Form 1040-X (amended return), though some might offer a discount since they've already done the initial work. This is why it's often worth pushing your employer a bit harder to get the corrected form before filing.

0 coins

I had almost this exact situation last year with a corrected W2 that was taking forever! I was super stressed about it until I tried using a service called taxr.ai (https://taxr.ai) that helped me figure out what to do. They analyzed my original W2 and helped me understand what information was likely missing and how significant the changes would be. Turns out, the correction was for a relatively small amount that wouldn't hugely impact my refund. They explained that in some cases, you can file with your original W2, then just file an amendment later when the corrected one comes. They even helped me draft an email to HR that actually got a response! It was way more helpful than the generic IRS guidance I was finding online.

0 coins

Does taxr.ai work with other tax documents too? I've got an issue with a 1099-NEC that has an error on it and the company is being super slow about sending a corrected version.

0 coins

I'm a bit skeptical of these online services. How do they actually help with something the IRS should be providing guidance on? Seems like they'd just tell you the same info you can get for free.

0 coins

They absolutely work with other tax documents too, including 1099s! They have this document analyzer that can spot potential errors and tell you how significant they might be for your tax situation. Really helped me prioritize which issues were worth chasing down. As for free IRS guidance, I tried that route first and was frustrated by how general the advice was. Taxr.ai gave me personalized recommendations based on my specific situation and documents. They helped me understand exactly what part of my W2 was likely being corrected and how it would affect my refund - something the generic IRS pages didn't cover at all.

0 coins

Ok I need to eat my words from my earlier comment. I was skeptical about taxr.ai but decided to give it a try with my own delayed W2c situation. Honestly, it was super helpful! They helped me figure out that my correction was related to my retirement contributions which wouldn't actually change my refund much. The best part was they helped me understand exactly what to say to HR to get things moving. I was actually able to get my corrected W2 within a week after trying their suggested approach instead of my previous "any updates?" emails that were getting ignored. Definitely worth checking out if you're still waiting on your employer.

0 coins

Been there, done that with unresponsive employers! After weeks of waiting for a corrected W2 last year, I finally decided to try Claimyr (https://claimyr.com) to get through to an actual human at the IRS. They have this service where they basically wait on hold with the IRS for you, then call you when an agent is on the line. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c I was initially hesitant because I thought "why pay someone to wait on hold?" but after trying to get through on my own and hanging up after 2+ hours, it was totally worth it. The IRS agent I spoke with was actually super helpful and initiated contact with my employer, which magically made my corrected W2 appear within days. Funny how that works when the IRS comes knocking!

0 coins

How does this actually work though? Do they just sit on hold for you and then transfer the call? Seems weird that this is even a service people need.

0 coins

This sounds completely made up. No way a call to the IRS magically fixes a W2 issue that fast. The IRS can barely process returns on time, let alone chase down employers for individual taxpayers.

0 coins

They basically have a system that waits in the IRS phone queue for you. When an agent finally picks up, you get a call, accept it, and you're connected immediately to that IRS agent who's already on the line. No more wasting hours of your day on hold. I know it sounds too good to be true, but the IRS actually does have a process for dealing with employers who aren't providing tax documents on time. When I finally spoke with them, they took my information and said they would contact my employer directly. Whether it was coincidence or not, my employer sent the corrected W2 less than a week later. I think sometimes just having the IRS reach out puts the pressure on employers to prioritize these issues.

0 coins

I have to publicly admit I was completely wrong about Claimyr in my previous comment. After another week of no response from my company's payroll department, I decided to try it myself out of frustration. The service worked exactly as described - I got a call when an IRS agent was on the line and didn't have to wait on hold at all. The agent took my information about the missing corrected W2 and said they would contact my employer. Three days later I got an email from our payroll manager apologizing for the delay and attaching my corrected W2. The correction was minor (some retirement contributions coded wrong) but I'm relieved to finally have it done. I'm still shocked at how effective this was compared to my multiple emails to HR that got ignored for weeks. Lesson learned!

0 coins

Just want to add that you might want to check if your employer has an online portal where they post your tax documents. My company sent physical W2s but when they did corrections, they only posted the W2c forms to our online payroll portal without telling anyone. I found mine sitting there for weeks while I was checking my physical mail every day. Also, depending on what the correction is for, you might be able to file without waiting. When I called our payroll department, they told me exactly what was being corrected (a code related to health insurance that didn't affect my tax liability) and said I could go ahead and file with the original W2.

0 coins

Thanks for the suggestion! I hadn't thought about checking our portal. We do have one for payroll stuff but I've only ever used it to download pay stubs. Do you think I should call payroll first to ask what the correction is for before I go hunting for the W2C?

0 coins

Definitely call payroll first - they should be able to tell you exactly what's being corrected on your W2. This can save you a lot of time and stress because some corrections don't actually impact your tax liability or refund amount. I would check the portal anyway though. In my case, the corrected W2 had been sitting in the portal for weeks while I was anxiously checking my mailbox every day. Many companies are moving toward digital distribution of tax documents but don't always communicate this clearly to employees.

0 coins

If you're still waiting, you can actually report your employer to the IRS using Form 4852 (Substitute for W-2). There's a section where you explain that you requested the W-2 but didn't receive it. The IRS will contact your employer, and trust me, companies don't like getting these notices!

0 coins

Form 4852 works for missing original W2s, but does it work for corrected W2s too? Since OP already has the original form, I'm not sure if this applies to their situation.

0 coins

I'm dealing with a similar situation right now! My employer said they'd have corrected W2s out "soon" back in February and it's now April. What I've learned from calling around is that while there's no specific deadline for W2c forms, the IRS does expect "prompt" correction once errors are discovered. Here's what worked for me: I called our payroll department and asked for the specific nature of the correction and an estimated timeline. Turns out mine was just a minor coding issue that wouldn't affect my refund at all. They told me I could file with the original W2 and just ignore the corrected one when it comes. If your employer won't give you details about what's being corrected, you might want to consider filing with your original W2 and amending later if needed. The longer you wait, the more you're potentially losing out on your refund or owing penalties if you end up owing taxes. At some point, the employer's delay becomes your financial problem, which isn't fair.

0 coins

That's really helpful advice about calling to ask for the specific nature of the correction! I hadn't thought about asking what exactly was being fixed. If it's something minor that doesn't affect the refund, it would definitely ease my mind to know I could just file with the original W2. I'm getting more frustrated by the day since I was really counting on getting my refund by now. It sounds like at this point I need to be more proactive about pushing my employer for answers rather than just waiting around. Thanks for sharing your experience!

0 coins

I completely understand your frustration! As someone who works in tax preparation, I see this situation way too often. While there's technically no hard deadline for corrected W-2s, "early March" turning into "end of March" is definitely unreasonable. Here's my practical advice: First, call your HR/payroll department TODAY and ask for two specific things: 1) What exactly is being corrected on the W-2, and 2) A firm date when you'll receive it. Don't accept vague answers like "soon." If the correction is minor (like a coding issue that doesn't affect your actual wages or withholdings), you can likely file with your original W-2 and ignore the corrected one. However, if it involves actual dollar amounts for wages, taxes withheld, or retirement contributions, you'll want to wait or file an amended return later. If they can't give you a firm timeline, I'd seriously consider filing with your original W-2 and amending later. You're losing potential refund money sitting in limbo, and if you end up owing taxes, you could face penalties for late filing. Your employer's inefficiency shouldn't cost you money or peace of mind.

0 coins

This is really solid advice! I'm definitely going to call HR first thing tomorrow morning and ask those specific questions. You're absolutely right that I shouldn't just accept vague answers anymore - I need concrete information about what's being corrected and when I'll actually get the form. The point about losing potential refund money while waiting really hits home. I've been so focused on "doing the right thing" by waiting for the corrected W-2 that I didn't consider how the delay itself might be costing me. If it turns out to be something minor that doesn't affect the actual numbers, I'll probably just go ahead and file with the original form. Thanks for breaking this down from a tax preparer's perspective - it's helpful to hear from someone who deals with these situations regularly!

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today