I forgot to add a W-2 form for a job I worked shortly for in 2022. What do I do?

[KrisD15 · Accepted solution]

If you already filed, you need to wait until that return has been processed. 

There is a chance that the IRS will add the missing W-2 and adjust your refund/tax due. 

If that does not happen, once the original return has processed, you will need to file a 1040X which is an amended return. You might need to amend your state return as well. 

If this will make you owe, be sure to get that paid by April 18th to avoid interest. 

How to amend a return

[justin_crilly]

So my return has been accepted by both federal and state, so can I amend it now or wait until I get the refund?

[DanaB27]

It is best to wait until your refund has been processed before starting an amendment.

@justin_crilly

[justin_crilly]

Thanks for the quick responses, I appreciate it. 

[xmasbaby0]

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

The Form 1040X you need will not be available until late February.