Navigating the Process of Requesting Your W-2 as a Former Employee in 2017

Transitioning from an active employee to a former one can come with many adjustments, one of which often involves accessing your tax documents. Specifically, if you are a former employee requesting your W-2 for 2017, navigating the process can be straightforward once you understand the steps and resources available to you.

Contacting your Former Employer for Physical Documents

When seeking your W-2 as a former employee, it's important to start by reaching out to your former employer. The IRS, despite its sometimes negative reputation, plays a crucial role in ensuring that tax documents are issued correctly. However, the responsibility largely falls on the individual former employee to keep records and manage communication effectively.

Here are some steps to follow:

Call your local office: Most organizations have a central office that can provide guidance. However, ensuring you have a forwarding address when you left your job will streamline this process. Use payroll accounts: If your organization uses payroll services like ADP, Paychex, or Paycor, these systems often have features that allow you to request your W-2 online. Check your mail: Typically, your W-2 should be sent to the last address on file with your former employer. Follow up: If the W-2 does not arrive, it is advisable to contact the HR department directly. Provide any necessary details, such as your new address, and request that your W-2 be sent.

By taking these steps, you can often successfully retrieve your W-2.

Using Online Access for W-2 Documents

Many employers now offer online access to tax documents, which can be a convenient alternative to requesting physical copies. Here's how to access your W-2 online:

Identify your employer: Determine which payroll service or system your former employer uses. Login to the online portal: Visit the website of the service that handles your payroll records (e.g., ADP, Paychex, or Paycor). Navigate to the W-2 section: Locate the section of the site where you can request and view your W-2. Submit your request: Follow the prompts to request your W-2 and provide your current address for delivery.

This method not only saves time but also ensures that you receive your W-2 in a secure and timely manner.

Alternative Methods and Legal Requirements

In some cases, when traditional methods do not yield the desired results, there are several alternative methods to request your W-2:

Call your employer: Simply pick up the phone and contact the HR department of your former employer. Provide your current address and request that your W-2 be sent. Mail forwarding: Check with your local post office to see if you can set up mail forwarding on your former address. Contact your state revenue department: In cases where none of the above methods work, you can contact your state's department of revenue. There may be a fee and a processing time, but they can provide you with your W-2.

It's important to note that in most cases, by law, your former employer is required to mail you a W-2 or make it available online by January 31st. Providing your new address to your former employer is a key step in ensuring you receive your document.

Conclusion

Requesting your W-2 as a former employee can be a straightforward process when you follow the steps outlined above. Whether through your former employer, online services, or state departments, you can access the documents you need to manage your taxes. Stay organized and proactive, and you'll find the process much smoother.