Monthly Archives: December 2017

How can I get a copy of my W-2 from previous years?

Obtaining a W-2 form from past years is necessary for filing your taxes, especially if you are preparing for an audit or have been informed of possible tax refunds by an accountant. You might be asked to submit proof of … Continue reading

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Why does a mortgage company need a transcript of tax return?

When applying for a mortgage, the potential borrower is asked to submit several pieces of documentation to the lender. Documents that are typically required include recent tax returns, pay stubs, W-2 forms, statements from any bank and investment accounts and … Continue reading

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How long does an employer have to keep your W-2?

Tax season is coming upon us, and many employees are wondering how long their current or previous employers have kept their W-2 forms on file. Record retention varies depending on the documentation that is in question, but there are specific … Continue reading

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