Monthly Archives: December 2017

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

Posted on December 30, 2017 by Sandra James

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?

Posted on December 24, 2017 by Sandra James

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?

Posted on December 16, 2017 by Sandra James

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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