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Tax time!

Here is my payroll year-end pet peeve.....

It happens at least once every January.....

An employee calls (late in the month, but always before the W-2 deadline of Jan 31). He has at H&R Block, Liberty Tax, Jackson Hewitt, wherever to get his taxes done, but he hasn't received his W-2. Can you please fax/email, etc it over to him?

Sure, I've got nothing better to do than to reprint something that is technically not even late yet, just because you can't wait to get your tax refund!



  • I got a change of address from someone on last night around 5:30
    I also had a voicemail from someone claiming to be a former employees wife and can I email her his W2 because they have an appointment on Wednesday to file their taxes? umm no...

    [Deleted User]
  • Another W-2 twist... We were notified by the estate of an employee who passed away in 2017 that we need to e-mail them his 2017 W-2 immediately. This was yesterday and we had no confirmation they were next of kin or had any binding power of attorney. When they finally do get the W-2 I'm sure we'll be told we taxed the final earnings incorrectly. GOOD TIMES!!

    [Deleted User]
  • 1099-MISC goes to who ever was sent the check for wages paid after the date of the employee's death - The wages paid are reported in box 3 as other income. No income tax should be withheld. Only wages paid prior to the date of death are included in box 1 of the W-2. However, all wages paid during the calendar year the employee died are included in the Social Security and Medicare wages and tips including those paid to the estate or other beneficiary after the date of death and Social Security and Medicare taxes should be withheld.

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