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Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 13339
Experience:  15years with H & R Block. Divisional leader, Instructor
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Do I have to send my w2 along with my state tax return.

Customer Question

Do I have to send my w2 along with my state tax return.
Submitted: 6 years ago.
Category: Tax
Expert:  Robin D. replied 6 years ago.

Hello and thank you for using Just Answer.

Don't attach it to your return; keep it for your records.

Use the information on your Form(s) W-2 to complete Form IT-2, Summary of W-2 Statements, which you must attach to your New York State tax return. Keep your state copy for your records.

Customer: replied 6 years ago.

I just called the I.R.S. and they stated that they would like a copy of my w2, that's why they send an extra copy!

Expert:  Robin D. replied 6 years ago.
That is the IRS for federal but NY does not require the W2 they even advise not to send them a copy just the IT 2 Form. The federal return you do need to send a copy with your return as well as any other document that shows withholding.
Customer: replied 6 years ago.
I was on the phone with state IRS and they stated the contrary.
Expert:  Robin D. replied 6 years ago.

.The state of NY is where you need to check on requirements for NY state. I know the IRS knows about federal but not all states require a W2 be sent.

You can attach if you wish but New York states not to attach the state copy to their return. Federal requires it when you file a federal return.