IRS Form 4852: Substitute for Missing W-2
Use this form when your employer hasn't provided a W-2 and you need to file your tax return.
Understanding Form 4852
Form 4852 serves as a substitute W-2 when your employer hasn't provided one by the tax filing deadline.
Key Features:
- Used only after attempting to get original W-2
- Requires careful estimation of wages and withholding
- Must be attached to your tax return
- Subject to IRS verification
When to Use Form 4852
Appropriate Situations:
- Employer refuses to provide W-2
- Employer is out of business
- W-2 contains obvious errors
- Repeated requests go unanswered
First Steps:
- Contact employer at least twice
- Request IRS assistance (Form 4598)
- Check online wage transcripts
- Gather all available pay stubs
How to Complete the Form
- Section 1: Employer information (best available)
- Section 2: Wage and tax estimates
- Section 3: Explanation of efforts to get W-2
- Section 4: Taxpayer certification
Important Considerations
- Use final pay stub for most accurate numbers
- Document all attempts to get W-2
- Amend return if W-2 arrives later with different amounts
- May trigger IRS verification process
How We Can Help
Our W-2 resolution services include:
- Employer communication assistance
- Wage and withholding estimation
- Form 4852 preparation
- IRS transcript requests
- Amended return filing if needed
Don't Let a Missing W-2 Delay Your Refund
We can help you file accurately and on time.
Call 972-519-0041 for immediate assistance.