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To make a long story short I put off doing my taxes until the last minute (I actually had a pretty good excuse as my husband was in the hospital in intensive care and was extremely ill).
I got out the folder where I was keeping my 2014 income stuff and realized that I must of had two folders, as this one only has the charitable deductions and part of the paperwork. Yikes!
Some of the very important documents including a W-2, my husband's Social Security Form (SSA-1099), my pension form (1099-R) plus more must have been in a different folder which is currently misplaced. Yikes! Yikes!
What I decided to do was fill out the forms on Turbo Tax using estimated figures (I used the ones from last year as they will be very similar to this year). I am pretty sure that I will have a refund coming from both Federal and State. I will then file for an extension, which will give me time to look for the missing paperwork or ask for second copies of the missing documents.
I don't think you will need to file the extension since you are filing a return based on estimated income. You would need to file an amended return when you find your documentation. The IRS is pretty flexible as long as they get paid what they are due when it is due.
I don't think you will need to file the extension since you are filing a return based on estimated income. You would need to file an amended return when you find your documentation. The IRS is pretty flexible as long as they get paid what they are due when it is due.
Since my numbers were almost all estimates I had planned to just file for an extension instead of actually filing a return which is almost all guesses.
Again, I am pretty sure that I am due refunds from both Federal & State.
I don't think you will need to file the extension since you are filing a return based on estimated income. You would need to file an amended return when you find your documentation. The IRS is pretty flexible as long as they get paid what they are due when it is due.
She handled this exactly right. And she did not "file a return based on estimated income." That would have been a mistake. She made a tax deposit based on estimated income, and will true up when she gets the correct information.
She handled this exactly right. And she did not "file a return based on estimated income." That would have been a mistake. She made a tax deposit based on estimated income, and will true up when she gets the correct information.
Handled what right? Nothing has been done yet, that's why I said filing. Maybe you meant proposed. Either way, I know that you can do it either way without penalty as long as the IRS gets paid when they are supposed to be paid because I had to do that before.
MAYBE. That entirely depends on who issued them. The SSA form you can get. The W-2 and 1099-R may not be available if they came from a small shop.
Exactly. My W-2 is not available online or even via electronic delivery, and I work for a company that's pretty progressive from a technology standpoint.
We also deal with a lot of security breaches at the client level and know how they occur, which is probably why we don't make the W-2 available online.
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