A: Form W-2 may be able to download your W-2s even before you receive them in the mail.
Your employer is required to mail your completed Form W-2 (copies B, C, and 2) showing your compensation and tax withholding amounts for the calendar year by January 31. If you do not receive your W-2 by January 31, contact your employer to confirm your address and find out when the form was mailed. If you have not received your W-2 by February 15, then call the IRS at 1-800-829-1040. A representative will complete a W-2 complaint on Form 4598, Form W-2, or 1099 Not Received or Incorrect.
Q: What information should I bring to Adams Financial?
A: Make sure to bring the following materials to your tax interview:
Wage statements (Form W-2)
Social Security and/or unemployment income
Pension, or retirement income (Forms 1099-R)
Income and expenses from rentals
Social Security card(s)
Alimony paid or received
Record of purchase or sale of real estate
Dependents' Social Security numbers and dates of birth
Medical and dental expenses
Last year's tax return
Real estate and personal property taxes
Information on education expenses
Estimated taxes or foreign taxes paid
Commissions received and/or paid
Cash and non-cash charitable donations
Information on the sales of stocks and/or bonds
Mortgage or home equity loan interest paid (Form 1098)
Self-employed business income and expenses
Unreimbursed employment-related expenses
Lottery and/or gambling winnings and losses
Job-related educational expenses
State refund amount
Childcare expenses and provider information
Q: How quickly will I receive my refund at Adams Financial?
A: When you file electronically and choose one of the free IRS Direct options, you can receive your refund directly from the IRS by direct deposit in approximately 8 to 15 days. You can also choose to have the IRS mail you a check in approximately 21 to 28 days. IRS Direct is free with paid tax preparation. We also offer a variety of financial products available to qualified customers through our lending partners if you need to receive money faster.
Q: I need to change my withholding. How do I update my personal information?
A: Use Form W-4, Employee's Withholding Allowance Certificate. If you get married or divorced, if a child is born, or if you no longer can claim a child as your dependent, you will need to complete a new Form W-4. When you begin to work at a new company, your employer must give you a Form W-4 to complete. You can also request a Form W-4 from your employer at any time to reflect a change in your tax situation.
Q: Do you stand behind your work?
A: When you pay for tax preparation at Adams Financial, you are automatically covered under our guarantee which entitles you to reimbursement of penalties and interest charged by a taxing authority if a tax preparer at Adams Financial makes an error preparing your tax return.