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Can i send w2 to bank for loan approval

 
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8 Replies

Can i send w2 to bank for loan approval

A W-2 or your federal tax return Form 1040?  Have you completed and filed the 2015 tax return?

Can i send w2 to bank for loan approval

the bank needs copies of tax returns and w2 form. yes I completed and filed 2015

Can i send w2 to bank for loan approval

If you have filed your 2015 tax returns and they have been accepted, when you sign onto your online account and are on the Welcome Home screen, click on Taxes at the top of the screen.  When you are on your 2015 tax timeline, under the section for SOME THINGS YOU CAN DO, click on either option for Download/print return (PDF) or Download all forms and worksheets

In the section Looking for prior year returns?  Click on Load my tax timeline to access prior year tax returns.

Once the PDF has been downloaded to your computer, you can view or print the return with any PDF compatible viewer, such as Adobe Reader.

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

TurboTax does not have a copy of the W-2.  It would have a Wage and Tax Statement worksheet that included the information from the W-2 and emulates a W-2.  The worksheet would be included in the PDF of the tax return if you downloaded the PDF to include All forms and worksheets in the tax year the return was completed.  

If you cannot obtain the W-2 from your employer, then for a fee of $37 you can get a complete copy of a W-2 from the Social Security Administration - https://faq.ssa.gov/ics/support/KBAnswer.asp?questionID=3836

You can get a free Wage and Income transcript from the IRS by completing a Form 4506-T - http://www.irs.gov/pub/irs-pdf/f4506t.pdf

See this IRS website for transcripts - http://www.irs.gov/Individuals/Get-Transcript

For a fee of $50 you can get a complete federal tax return to include copies of W-2's from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

See this IRS Tax Topic - http://www.irs.gov/taxtopics/tc159.html

Can i send w2 to bank for loan approval

Can I get a loan threw turbo TurboTax before I get my refund back

Can i send w2 to bank for loan approval


@Sherrie 101 wrote:

Can I get a loan threw turbo TurboTax before I get my refund back


No.  Once the tax return has been filed you are no longer eligible for the refund advance.

Can i send w2 to bank for loan approval

I have a 2021 w2 that I have not filed. Could i use that for a loan 

Can i send w2 to bank for loan approval

Ask the bank.  Do you need help filing a 2021 tax return?  You can efile until Oct 15.  After that you can print and mail.  You have 3 years to file to get a refund.

Can i send w2 to bank for loan approval

@Tierrawinfree TurboTax is not offering refund loans at this time.   That program ended on February 15.   If you mean you want to show your W-2 to a lender at a bank and apply for a loan of some sort, ask the bank about that.   If you still need to prepare and file a 2021 tax return you can do that using the current online software.  E-filing will be available for 2021 returns until mid-October.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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