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Haven't filed previous year taxes, and lost w2's

 
 
rem240sx
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      04-21-2004, 06:43 AM
Ok filed this years taxes and me and my wife have come to
the realization that through our own stupidity and dumb
procrastination, our taxes for the past two years were never
sent in. during the first year of which we probably owe
some money and obviously the penalties and interest. Last
year our financial situation is pretty much unchanged from
this year so we might be in a position to receive a refund
from that year as we did this year. The problem lies in the
fact that I can't find our tax information in our paperwork
files as of yet. I know I can download all appropiate froms
other than obtaining my w2's. The company I worked for in
the first year of unfiled taxes is no longer in business and
hasn't been in business for some time.

Now for the question, How do I go about obtaining the w2
information from that year since I have no way of contacting
that ex employer. I read somewhere about obtaining the info
from SSA or something but lost the site information where I
found it. I also remember reading somewhere that this can be
done but state info is omitted in that case, unfortunately I
will need to file those respective state returns also, how
do I go about obtaining that info for the state of MD.
Hopefully someone that is smarter or more experienced than
me can help me get out of the mess I have created for me and
my wife. Thanks in advance for any info anyone might have.

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Frank S. Duke, Jr.
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      04-23-2004, 03:39 AM
rem240sx at (E-Mail Removed) wrote:

> Ok filed this years taxes and me and my wife have come to
> the realization that through our own stupidity and dumb
> procrastination, our taxes for the past two years were never
> sent in.


If you don't file, there is NO statute of limitations. You
are fair game forever.

> during the first year of which we probably owe
> some money and obviously the penalties and interest. Last
> year our financial situation is pretty much unchanged from
> this year so we might be in a position to receive a refund
> from that year as we did this year. The problem lies in the
> fact that I can't find our tax information in our paperwork
> files as of yet. I know I can download all appropiate froms
> other than obtaining my w2's. The company I worked for in
> the first year of unfiled taxes is no longer in business and
> hasn't been in business for some time.


Use your December pay statement and estimate the W2. You
can make your own W-2 as a substitute for the missing one.
All the appropriate numbers should be on there. If the W-2s
were filed and you had enough income to need to file, the
IRS may be on your trail already. It generally takes a year
or more after the filing deadline.

All freely provided advice guarantee correct or double your
money back

Frank S. Duke, Jr. CPA
Cincinnati, OH USA

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Barney Bird
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      04-23-2004, 03:58 AM
"rem240sx" <(E-Mail Removed)> wrote:

> Now for the question, how do I go about obtaining the
> W-2 information from that year since I have no way of
> contacting that ex employer. I read somewhere about
> obtaining the info from SSA or something...
>
> Hopefully someone that is smarter or more experienced
> than me can help me get out of the mess...


You can be Dumb and I'll be Dumber. However, being as I'm
more experienced than you, I can tell you how you easily can
obtain copies of your prior year Forms W-2. Pay the
customer service staff in your local IRS walk-in office a
visit. Make sure you take picture ID with you. A driver's
license will do. Since I assume you also need copies of
your wife's Forms W-2, she will need to accompany you and
take her own picture ID- or she can make her own separate
trip if that's more convenient. Depending upon how brisk
business is when you arrive, you may have to take a number
and have a seat until called. The wait usually is less than
20 minutes. When you're called to the customer service
window, tell the IRS representative that you need him or her
to print out copies of your prior year Forms W-2 so that you
can get your delinquent prior year returns filed. The IRS
representative should be able to make the copies for you
while you're at the window. IRS does not charge for making
copies of Forms W-2 from its information returns database.
The appearance and format of the IRS-furnished copies are
different than the Forms W-2 you're used to getting directly
from your employer but they're perfectly acceptable for
filing.

One downside to the copies provided by IRS is that they do
not include any state wage information.

When you're ready to file your prior year returns, enclose
each year in a separate envelope, or file them in person at
the walk-in office. Make sure you and your wife both sign
the returns, preferably in blue ink, and include copies of
all Forms W-2. It's important that you retain your own
copies of everything you file with IRS.

Locations and addresses of IRS walk-in offices are available
from the link below.

http://www.irs.gov/localcontacts/index.html

Good luck to you.

Barney Byrd

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Bob Sandler
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      04-26-2004, 03:28 AM
> Make sure you and your wife both sign
> the returns, preferably in blue ink


Why is blue ink preferable?

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Arthur L. Rubin
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      04-27-2004, 05:13 PM
>> Make sure you and your wife both sign
>> the returns, preferably in blue ink


> Why is blue ink preferable?


So it doesn't look like a photocopied signature?

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Helen P. OPlanick EA
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      04-27-2004, 05:13 PM
> Make sure you and your wife both sign
>> the returns, preferably in blue ink


> Why is blue ink preferable?


That shows it is an orginial signature, not a copied one.
When I have the opportunity to submit an IRS expense report
(I was on an advisory board and I do teach for them) we had
to sign in anything but red or black. Purple was my
favorite, but they prefer blue.

Helen, EA in PA
Member of The Tax Gang
Director, National Assoication of Enrolled Agents
Immediate Past President, PA Society of Enrolled Agents

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MTW
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      04-27-2004, 05:33 PM
Bob Sandler <(E-Mail Removed)> wrote:

> Why is blue ink preferable?


Simply so that "original" signatures can be easily
distinguished from "photocopies." The color doesn't matter
as long as it isn't black. I often like to sign in RED
(representing blood, or a loss, take your pick <g>).

MTW

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Harlan Lunsford
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      04-27-2004, 06:30 PM
Bob Sandler wrote:

>> Make sure you and your wife both sign
>> the returns, preferably in blue ink


> Why is blue ink preferable?


Because any colour really except black will signify which is
the original return. All copies come out black anyway.

Unless of course you're rich and can afford one of those
new fangled colour copiers.

Cheer$,
Harlan Lunsford, EA n LA

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Catherine White
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      04-27-2004, 06:30 PM
>> Make sure you and your wife both sign
>> the returns, preferably in blue ink


> Why is blue ink preferable?


It used to be, years ago, that black ink was preferred for
signatures -- and I don't know why. Nowadays, with copiers
so very good, blue ink is (supposed to be) a way to tell
copies from originals.

But -- ever heard of color copies? <g>

Catherine

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Barney Bird
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      04-30-2004, 07:49 AM
"Bob Sandler" <(E-Mail Removed)> wrote:

> Why is blue ink preferable?


Because the employees at the IRS service centers have been
known to mistake signatures in black ink for photocopies.

Barney Byrd

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