Review your draft W-2
Employees can review a draft W-2 from November 1 to January 7, before the final one is filed. Review it before December 31. A mistake is simple to fix while the W-2 is still a draft. Once the final W-2 is filed, a fix needs a corrected W-2.
Open Tax Documents from the sidebar, or select the "Check your draft W-2" card on your personal home page. If you are also a contractor, select the "Employee" tab.
Find the "Draft W-2" card at the top of the page. It has the badge "Draft. Not the final filed copy". If you don't see it between November 1 and January 7, contact Freedom support.
On the card, go through "Check these details":
Your legal name
Your Social Security number
Your mailing address
The states in boxes 15 to 17
Box 1, against what you expected to earn
Box 12 amounts
Social Security or Medicare tax showing $0 withheld
If everything is right, select "Looks good". It is only saved on the device you used. It doesn't notify Freedom or your employer.
If your name or address is wrong, change it in Payroll Profile (see Update your personal info (address, name, etc.)).
For anything else, select "Flag an issue". A new message to Freedom support opens with "I found a mistake on my draft W-2" and the year already typed. Add the details and send it. If the message window doesn't open, an email to [email protected] opens with the same text.
To keep a copy, select "Download draft W-2".
Note: Don't use the draft to file your tax return. Its figures update once a week, so your latest pay may not show yet.
Choose paperless W-2 delivery (employees)
Opt in to receive your W-2 electronically instead of on paper.
Open Tax Documents and select the "Opt for paperless W-2 delivery" card, which is marked "Optional". It also appears on your personal home page when you have no other setup steps to finish. If you are also a contractor, select the "Employee" tab first.
Read what you are agreeing to, then check the box that starts "I wish to receive paperless W-2 statements".
Select "Save". You will see "Your paperless W-2 choice is saved."
Before you save, the form asks you to acknowledge that:
If you don't check the box, you receive a paper W-2.
Your consent stays in effect until you withdraw it by contacting your employer's payroll administrator.
You can ask for a paper W-2 later by emailing your employer's payroll administrator. That does not withdraw your consent.
If you leave the company, you receive your final W-2 as a paper copy.
Choose paperless 1099 delivery (contractors)
Open your personal home page.
In the "Finish setting up" checklist, select "Opt for paperless 1099 delivery". The row is marked "Optional" until you choose it and shows "Done" after.
Your setup form opens.
Note: The checklist shows only while you have setup steps left. If you don't see it, contact Freedom support.