If I file electronically (e-filing), what do I do with my W-2 forms?
June 11, 2014
Q) If I file electronically (e-filing), what do I do with my W-2 forms?
A) If you file your Form 1040 or 1040-SR electronically, you do not need to send your Forms W-2 to the IRS. You will use the information from your Forms W-2 to complete your tax return. After filing, retain a copy of the forms for your records.
Here are the steps on what to do with your W-2 forms if you file electronically:
- Receive your W-2 forms from your employer(s) by January 31st.
- Review your W-2 forms for accuracy.
- If you have any questions about your W-2 forms, contact your employer(s).
- Gather the other documents you need to file your tax return, such as your Form 1040 or 1040-SR, Form 1099-INT, Form 1099-DIV, and Form 1099-MISC.
- E-file your tax return.
- Keep a copy of your tax return for your records.
Here are some additional tips for filing your taxes electronically:
- Make sure you have all of the required information and documents before you start filing.
- Review your tax return carefully before you e-file it.
- Use a reputable tax preparation software program or an authorized IRS e-file provider.
- Keep a copy of your tax return for your records.
Filing your taxes electronically is a convenient and secure way to file your return. It is also the fastest way to get your refund.