Welcome New User! ( Create Account | Sign In )
Question

Submitted 287 days ago...

Melrose

Melrose

New User (1)

Lost 2006 W2s, and can I file 2 years' worth of tax forms at the same time?

I could not afford to pay my taxes last year and filed for a 6-month extention. In the meantime, the individual who promised to do my tax forms will not contact me and I suspect they lost my W2s. One was from a 401K withdrawal and I want to start paying that before I rack up anymore fees. The problem is, I no longer have the documentation from the 401K withdrawal and do not know how to go about getting it. Can I guess about the amount I received? Must I have an actual W2 in order to file?

Also, once I have that resolved, can I file 2007 and 2006 together so that my refund from 2007 can cover the 2006 taxes I owe?

 
 
 
Answers
 

Answer 1 / 2

Submitted 281 days ago...

airforcemom

airforcemom

Expert (822)

You still file taxes seperate. file 06 1st, get return then file 07.

 

Awarded Answer (What’s This?)

Answer 2 / 2

Submitted 166 days ago...

Landman

Landman

Authority (342)

I suggest contacting your employer(s) and request W2 copies for the years you are missing as well as the administrator for the 401K and request the required information, they should have record of the transaction. You don’t need to send in the actual W2 but you are required to keep your tax records for 7 years after filing and guessing isn’t the greatest idea. You can’t file a single return for both years but you can file both returns on the same day. You could file your 2007 return then later file your 2006 but it’s not the proper protocol. Good Luck!

 

This Question was awarded 144 days ago therefore you can no longer post an Answer. However you may post a comment below.

 
Comments
 

Comment 1 / 2

Submitted 1 day ago...

successfulon

successfulon

New User (9)

You can get a print another w2 and 401K statement of income reported from your job. If they cannot find it or are out of business any local irs office can provide a copy. And although you cannot file 2006 and 2007 together, once irs receives both returns they will credit funds from overpayment to prior year less any penalties, interest and fees.

 

Comment 2 / 2

Submitted 1 day ago...

successfulon

successfulon

New User (9)

Dump that person doing your taxes and find someone else. if ez form you can probably do yourself and if under a certain amt irs rep will help you for free. if self employed hire a cpa

 
 

Add A Comment

Email Subscriptions
Author adds clarification
All new responses

Related Questions
 
Congratulations!
Landman

Landman

Authority (342)

Landman answer was awarded and will earn ongoing royalties from this thread.

How This Works?