At the beginning of every new year, I start watching for tax documents and create a "pile" area for them. We pay an accountant to do our taxes, mostly because I really hate paperwork and seek to avoid it whenever possible, but there is that preliminary step of giving him something to work with.
I've written about my employment ups and downs here before, but suffice to say, this was a year that generated three(!) W2s for me. I wasn't excited about the prospect of watching for all three of them, and was imagining the awkwardness and tedium of having to contact previous employers for my tax documents.
Well. Turns out I needn't have worried because my two previous employers of 2022 sent my my W2s in a timely fashion! It was my current employer that fell down on that essential task!
If there's one thing I don't like about the school district where I work that I really think I can blame on the district itself, it's the complete chaos with all matters related to HR or payroll. In theory, we have a self-service website where we can take care of some things ourselves; in practice, it's highly glitchy and often requires intervention from someone in HR anyway. It took me weeks--and multiple emails to HR--to change my transit benefits allocations earlier this year. At a previous job, I could change my transit benefits allocations at will, on my own, online. Anyway, the lack of a W2 is another example of this chaos, but even worse is that it wasn't obvious whom to contact to complain. My email directory showed multiple emails for payroll. I started emailing them, and eventually one got back to me to say that I needed a different payroll office. Naturally, that office has not yet responded to my email.
I value the service our accountant provides and have no objection to paying him. However, at the same time, I'd prefer to not have to pay additional money for him to file for an extension for us. I emailed him today and asked what options we had in the absence of one of my three W2s. He suggested that I send him my final pay stub from December and then follow up by sending him the W2 if I ever receive it. I'm happy to report that recovering my pay stub was something I was able to accomplish on my own on my employer's self-service HR website. I mailed our accountant the documents today and am happy to no longer have a pile of tax documents in my line of sight.
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