Taxes

Same here, but we allow two days to get them done at home.

jack L

Be aware that some documents will not mail forward. We found that out the 1st year when we were missing tax documents from the bank.

I didn't read all the responses but we get an extension every year the 1st one is good till Oct. We do the taxes usually in May.

We were away until May and just had the accountant file for an extension. I think between state and fed, it costs me an extra $30.

All fiduciary organizations are now online with statements. The only thing that you need to remember is to bring all your paper receipts (and that's if you have not already recorded them in software like Quicken).
Even property taxes can be obtained on line. . .just send them a check, you don't need their paper statement.
We use TurboTax and if needed, can obtain a time extension - however, estimated taxes need to paid at time of filing the extension.

I do my taxes on line, and do not have mail forwarded to me over the winter. My retirement provides 1099Rs on line, however Social Security does not. I stop at a SS office & argue with them for 5 - 10 minutes to get them to print a copy for me. As long as you can convince them that you will not be able to receive the mailed copy before filing is due, they will reluctantly provide a copy.

rockhillmanor - the person filing a paper return could run into the same problem, their identity stolen and a return filed against their SS number.

I think this thread has been terrorized enough.

Really? You can't get a refund direct deposited to your account?......Checks stolen. LOL. Who gets a paper check? The people who think direct deposit is "unsafe"???

:S
Don't you people read or listen to the real news anymore? They file a false tax return using your stolen info and have the check sent to them.

They STEAL you identity and then file false returns. Actual victims have been interview on all the US and on all the major stations.

When the IRS ADMITS that over a million tax payers identities have been hacked from their site alone, don't you think you just might want to look into it? :R

snipit:
Identity theft tax refund fraud
he U.S. Internal Revenue Service calls the scam its No. 1 fraud. Identity thieves are using stolen personally identifiable information to file victims’ tax returns and then receive their refunds. Here’s how they do it and ways to combat and prevent it......Normally, she would receive a refund. But this time the Internal Revenue Service (IRS) sent her a notice stating that “More than one tax return for you was filed” and informing her that it had already issued a refund check in her name. After she spoke with her tax professional and an IRS agent, she realized that she was the victim of an identity theft tax refund scam.............
By the time the IRS tells the victim that it has received another tax form in his or her name, the thief has cashed the refund check and is long gone with the money. The identity thief wins, and the U.S. Treasury and the victimized taxpayer are the losers...........

According to the IRS document, “Taxpayer Guide to Identity Theft,” an identity theft tax refund scam “occurs when someone uses your personal identifying information PII such as your name, Social Security number SSN or other identifying information, without your permission, to commit fraud or other crimes.” The scam usually occurs when “an identity thief uses a legitimate taxpayer’s identity to file a fraudulent tax return and claim a refund. Generally, the identity thief will use a stolen SSN to file a forged tax return and attempt to get a fraudulent refund early in the filing season.” By filing the fraudulent tax return early, of course, the identity thief usually receives the refund before the victim sends his or her tax return, and the IRS processes it.

Thanks to paperless e-filing, this scam is easier to pull off than ever before.

http://www.fraud-magazine.com/article.aspx?id=4294982014

And according to the victims it takes 'years' to straighten it all out with the IRS.

rockhillmanor wrote:
Snip...
All your 1099's, year end income statements, etc have to be mailed to you by Jan. this gives you way plenty time to get it via forwarding of your mail. Snip...

Not necessarily. If you have certain kinds of investments, such as Limited Partnerships, the required K-1 tax forms usually are not available until around March 1st.
Barney