It is true, Massachusetts Department of Revenue wants copies of your W-2s, 1099s, etc.
Did you get a letter from Mass Department of Revenue asking for copies of your W-2s, 1099s, etc? Don’t panic. Chances are you have these w2 copies in your files and you just need to pull them out and follow these steps.
What do you do with the Mass DOR letter looking for W-2 copies?
The first thing you should do is look at all of your W2s and 1099s. Then add up how much Mass income tax was withheld. Then check to make sure the correct amount was claimed on Form 1, line 36. (Massachusetts Schedule INC also has an easy to read summary if you have multiple sources of income that withheld state income tax).
Was the amount you put to claim on your tax return amount correct?
The amounts you put on your tax return to claim are correct then this is just a matter of making copies of the items on the list and mailing them to Mass DOR. Many of these notices are computer generated by data driven algorithms but. With that said, actual person with the Massachusetts Department of Revenue will look at and review the documents, like these w2 copies. So, if there is an item on the list that does not apply, be sure to make a note of it in your response. Mass DOR will sometimes take over 90 days to resolve these types of cases; so, once again the theme remains, do not to panic.
Did you miss the deadline for sending in copies of your W-2s to Mass DOR?
Are you are late in putting together a response, don’t panic either. This type of notice needs to be addressed promptly. However, it is also important to remember that you have three years from the due date of the return to amend your tax return as well. The real measure of intestinal fortitude occurs when your response crosses in the mail with the second notice from Mass DOR that says you owe them money. And of course, remember to enclose copies of your w-2s.
What if my tax withholding is different than what is on the tax return?
Yes, it happens. You add up your tax withholding and it differs from what is on the tax return, well then, you can amend your tax return. An adjustment will be made on the refund or balance will be accordingly.
Remember Don’t Panic and Don’t Ignore the Department of Revenue!
The two main things to keep in mind are not to panic and not to ignore the DOR. If you are having trouble submitting a response, if you have additional questions, or if you prefer to have professional assistance, please feel free to give Alex Franch, BS EA a call at 781.849.7200 for details. Alex Franch is an enrolled agent with the IRS. He can help you get this done and done right.
Sources and Resources
- Keeping Old Tax Records, Tossing Old Tax Files
- Top 6 Tax Scams List for 2017
- Massachusetts Abatements and Amended Returns