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No 2011 W-2? A CPA explains what to do! | Form 4852

wilmington nc CPA form 4852

Gary Bode, CPA: make every attempt to obtain a W-2 before using Form 4852. For a free phone consult, please call 399-2705.

CPAs field calls from frustrated folks who can’t get a W-2, usually from a former employer. Sometimes just contacting the employer’s payroll department works. Generally, there’s a legitimate snafu, like a new address. But remember, it’s illegal to withhold a W-2.

Form 4852 to the Rescue

Form 4852 is a self-produced, substitute W-2. But it’s a last resort. Be sure to exhaust all avenues to get an original or corrected W-2 first. I’m sure the IRS uses Form 4852 to identify employers breaking the law.

Potential Form 4852 Problems

Generally, Form 4852 is produced using the last pay stub of the year. But, sometimes the figures on Form 4852 can’t be 100% accurate. I think the IRS is tolerant of a few bucks here or there when an employee can’t obtain a W-2. But there are limits. If the IRS disagrees with the figures on Form 4852, you will have to amend your tax return. When CPAs amend the return, we generally include an explanation of how the figures were calculated. This helps build in a defense against possible reporting penalties.

I’m a Wilmington NC CPA with a virtual office to serve long distant clients. For a free phone consult, please call (910) 399-2705.

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