--- title: The investor does not yet have W-2s and/or does not have a tax return done for the previous year. What is needed in this case? description: Investor does not yet have W-2s and/or does not have a tax return done for the previous year. --- [Skip to content](https://support.northcapital.com/knowledge/the-investor-does-not-yet-have-w-2s-and/or-does-not-have-a-tax-return-done-for-the-previous-year.-what-is-needed-in-this-case#main-content) English Show submenu for translations ![TransactAPI logo (1).png\]](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1).png?height=30&name=TransactAPI%20logo%20(1).png) - [North Capital Resource Center](https://blog.northcapital.com/resource-center) Open main navigation Close main navigation - [North Capital Resource Center](https://blog.northcapital.com/resource-center) - English Show submenu for translations - [Go to northcapital.com](https://www.northcapital.com/) [Go to northcapital.com](https://www.northcapital.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. 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After January, 2024 and 2025 W-2s will be required. - **Example**: If the accreditation request is made in March of 2026, we will accept tax returns (1040s) from 2023 and 2024 until the mid-April tax deadline, by which time all 1040s should have been completed. After the tax deadline, 2024 and 2025 tax returns will be required. 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