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Your Rights and Responsibilities When You Receive a W-2

Every year, employers issue Form W-2 to their employees. But many people don’t fully understand what this form means for them or what their rights and responsibilities are once they receive it. Here’s a clear guide to help you navigate tax season with confidence.





What Is a W-2 Form?


Form W-2, also known as the Wage and Tax Statement, reports:

  • Your total income earned through employment

  • Taxes withheld for Social Security, Medicare, and federal/state income taxes

  • Other benefits or deductions (such as retirement plan contributions)


⚖️ Your Rights as an Employee


  1. Right to Receive Your W-2 on Time

    • Employers must provide your W-2 by January 31st.

    • If you don’t receive it, you have the right to request it directly from your employer or report the delay to the IRS.

  2. Right to Accurate Information

    • The information on your W-2 should match your final pay stub of the year.

    • If you notice errors, you can request a corrected W-2 (known as a W-2c).

  3. Right to Use Your W-2 for Tax Filing

    • You’ll need your W-2 to file your personal tax return.

    • If you work multiple jobs, you should receive one W-2 from each employer.


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Your Responsibilities


  1. Check Your W-2 Carefully

    • Review your Social Security number, name, wages, and tax withholdings.

    • Report discrepancies immediately.

  2. Keep It Safe

    • Store your W-2 securely. It contains sensitive personal information that could be used for identity theft.

  3. Use It to File Your Taxes

    • Your W-2 must be attached to your federal and state tax returns, whether filing electronically or by mail.

    • Keep a copy for your records for at least three years.



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What If You Don’t Receive Your W-2?

  • Contact your employer first.

  • If still unresolved by February 15, call the IRS for assistance.

  • You may still file using Form 4852 as a substitute, but this can delay your refund.


✔️ Quick Tips from MDR Tax Filing:


  • Double-check W-2 details against your final paycheck of the year.

  • Don’t ignore small errors; they can cause IRS processing delays.

  • Ask us if you need help reviewing your W-2 or preparing your tax return.


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Need Help Filing Your Taxes?


At MDR Tax Filing, we make sure your W-2 is handled correctly—and help you get the maximum refund possible.


813-522-9745


📲 Visit www.mdrtaxfiling.com or contact us today to schedule your appointment!

 
 
 

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