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12 Oktober 2008

RE: [taxchat] State Income Tax Witheld

I spoke with a SSA person who walked me through the process.  You fill out an IRS Form 4506, in the tax form field enter W-2, and then enter the years for which you want the W-2s, and instead of $39 per copy, line through that or white it out and enter $30 per year.  Make a check out to SSA in the amount $30 per year.

Here is a link to the SSA instructions:


ttp://ssa-custhelp.ssa.gov/cgi-bin/ssa.cfg/php/enduser/std_adp.php?p_faqid=301&p_created=959280689&p_sid=yNqEh9gj&p_accessibility=0&p_redirect=&p_lva=&p_sp=cF9zcmNoPTEmcF9zb3J0X2J5PSZwX2dyaWRzb3J0PSZwX3Jvd19jbnQ9MjgsMjgmcF9wcm9kcz0mcF9jYXRzPSZwX3B2PSZwX2N2PTEuOSZwX3BhZ2U9MQ**&p_li=&p_topview=1

The first set I received had all kinds of data except the State Wages or taxes withheld.  I am going to speak to SSA on Tuesday to see what else I can do to get this data.

From my understanding, if the W-2 is a physical piece of paper you can get a photocopy, but W-3 electronic submissions don't seem to provide the State Info.

Does anyone out there have any other mechanism for retrieving W-2 photocopies?

THanks,

Marc

How do I request copies of W-2s from previous years?
  Question
  How do I request copies of a Form W-2 from previous years?
  Answer
 

It depends on the reason you need them. We provide free copies if you need them for a Social Security-related reason, but there is a fee if you need them for reason not related to Social Security. If you need a W-2 copy because you have a question about earnings posted to your Social Security record, for example, we will provide free copies. But if you need them for Federal tax purposes, we will charge $30 for each year. Meanwhile, IRS will provide the same W-2s free if you request them for a tax-related purpose.

Request copies of your W-2s from Social Security using Request for Copy or Transcript of Tax Form (IRS Form 4506) and send it to:

Social Security Administration
Office of Central Operations,
Division of Earnings Records Operations
P.O. Box 33003
Baltimore, MD 21290-3003

Include the following:

  • Your Social Security number;
  • The exact name shown on your Social Security card;
  • Any different names shown on your W-2;
  • Your complete mailing address;
  • The year(s) for which you need copies;
  • Your daytime telephone number; and
  • The reason for your request.




 

-----Original Message-----
From: Mel Wolfson
Sent: Oct 12, 2008 8:06 AM
To: taxchat@yahoogroups.com
Subject: RE: [taxchat] State Income Tax Witheld

I am under the impression that the IRS does have all the information from the W-2 but that they don't include it in the transcript. I also seem to recall that that there is a way to have the IRS provide this but I'm not sure how this is done and what the costs are.
 
Actually, if you can get the complete W-2s for $30/year that isn't too bad especially when you consider what most taxpayers in the situation you describe will end up paying in back taxes. Would you briefly describe how to do this.

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Marc Enzi
Sent: Sunday, October 12, 2008 2:38 AM
To: Tax Chat
Subject: RE: [taxchat] State Income Tax Witheld

IRS maintains transcripts of W-2 wage income, FITW, FICA, 401K deferrals, but they do not maintain State Income or Income Tax Withheld.

I have come across a very troubling and common problem with non filers coming in from non compliance and doing there level best to get sorted out with the IRS and their State.

Often they come to me after getting SFRs for several years and the IRS is levying assets and or wages and threatening liens and property seizures.  I understand the IRS methodology. What I don't understand is why IRS does not track State Income taxes withheld.

The client is upset and scared of losing everything, and I am trying to help them. I retrieve W-2 and income transcripts, but if there are State Wages I have bad news for the client. I tell them to contact previous emplyers and beg them for those old W-2 copies. The other glimmer of hope I had came when I stumbled upon an SSA procedure whereby you can order W-2 photocopies from Social Security for $30 per tax year.CA maintains the State Wages or State Income taxes collected.

I was really suprised at this, but so far, every state (except CA) I have checked with does not maintain income or income taxes witheld.

I asked the State taxing agencies "if you don't maintain wage or witholding data, how can you tell if a tax return is accurate?"

 They told me the IRS reports the Federal income tax data to the State. The tax authorities also stated that they will not accept or process the State return without a W-2 attached.

This is a convenient way to stick it to the taxpayer. The IRS does an SFR, but does not give any credit for State Income taxes, and the State then nails the taxpayer for taxes that wre likely already withheld.

It seems to me that if the client were to asset their State Income taxes withheld, the IRS wouldn't be able to disprove it, nor would the State.

Does anyone out there have some method for retrieving State Income taxes withheld data for past years?

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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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