DawnC
Employee Tax Expert

After you file

Copies of your tax documents are not stored in your TurboTax account.  The easiest and most cost effective way to get a copy of a W-2 is to request a copy from the employer who issued it to you.   

 

If that option is not available, you may request one from the Social Security Administration (SSA).   Be aware that there is a fee if the request is non-Social Security related, and the request has to be made in writing.   See Get a W-2 Copy from SSA for the address and payment options. 

 

You can get a wage and income transcript OR a tax return transcript from the IRS, for free.  These transcripts will give you the FEDERAL tax information reported by your employer, but will not include state or local tax information.   See Get IRS Tax Records & Transcripts to request a transcript. These are available instantly if you have an IRS online account. 

 

If you filed a paper tax return and attached Form W-2 to your return, you can order a copy of the entire tax return, including the W-2(s) you attached, for a fee.  The fee is waived for those impacted by federal disasters.  However, the process can take up to 75 calendar days.   For more information on this option, see Mailing Form 4506, Tax Return Copy Request.

 

Keep tax forms and supporting paperwork (and/or screenshots) related to your income, expenses, home, and investments for at least three years after filing.  Tax Document Recordkeeping

 

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