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akllinck
New Member

My mortgage lender is asking for copies of my 2015 and 2016 returns with W2's attached. The W-2 is on my 2015 return but not 2016. Can you help me with this?

I opted out of paper W-2's since they can now be electronically imported right into the return.
1 Reply
DoninGA
Level 15

My mortgage lender is asking for copies of my 2015 and 2016 returns with W2's attached. The W-2 is on my 2015 return but not 2016. Can you help me with this?

TurboTax does not have a copy of the W-2 or Form 1099.  It would have W-2 and Form 1099 worksheets that included the tax data from the forms that were entered.  The worksheets 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.  

Copies of a Form 1099 would have to obtained from the issuer of the form.

If you cannot obtain the W-2 from your employer, then for a fee 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 - https://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, if you mailed the tax return and included a paper W-2, 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

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