Yakezie.com - Topic: Late tax documents, any recourse?

Jackie on Late tax documents, any recourse?

Thu, 14 Feb 2013 06:18:23 +0000

Jackie, is it a K-1? Those can be the worst, depending on whom sends them.

Yup, that's exactly what it is.

Edward Antrobus on Late tax documents, any recourse?

Wed, 13 Feb 2013 07:49:56 +0000

Thanks. I did already confirm from the IRS website that the due date to recipient is the end of January. I guess it's a call to Chase's HSA department.

Jackie, that seems dumb that the IRS would create a system like that that virtually requires some people to file an extension!

PK @ DQYDJ on Late tax documents, any recourse?

Wed, 13 Feb 2013 07:46:31 +0000

Brokerages are the big one like MB said - and that's sort of new. They're required to track your cost basis, where before it was a "do it yourself" type of thing, so it takes them a bit longer nowadays. But, yeah - not all forms are due to be postmarked on the 31st. I even got a corrected 1098 yesterday (Thanks Wells Fargo!). Corrected forms, obviously, might take a bit longer.

Jackie, is it a K-1? Those can be the worst, depending on whom sends them.

This That And The MBA on Late tax documents, any recourse?

Wed, 13 Feb 2013 06:59:48 +0000

Also employers can file for an extension of tax forms so check that out. I know my brothers employer filed for an extension as they were having problems with their HR system and could not issue w2's

Jackie on Late tax documents, any recourse?

Wed, 13 Feb 2013 05:11:23 +0000

Edward Antrobus said:

For the past week, I have been waiting on a single tax form to be able to file. The worse part is that the 1099-SA from my wife's HSA won't even affect our taxes. Since we didn't take any non-qualified distributions, the entire second part of form 8889 is just a formality.

Now since tax documents are supposed to be received by Jan 30, do I have any recourse for their being late? This place has NEVER sent out the 1099-SA on time.

Not all tax forms are due by Jan 30th. One of mine isn't due until tax day itself, so I usually either get it in the nick of time or have to file an extension. I tried to look up the due date for that particular form but apparently am too sleepy right now to properly navigate the IRS web site ;)

At any rate I would start there, and then contact your wife's HSA if necessary.

You can always file now, and amend your return later if necessary.

MoneyBeagle on Late tax documents, any recourse?

Wed, 13 Feb 2013 04:41:22 +0000

Don't know, but it's a constant annoyance to me that brokerages have an extra month to send out their statements. I'm waiting on one statement that shows I got some dividend income. No transactions, nothing, but TD Ameritrade takes their sweet old time about it. Why can't they be held to the same standards as most, with a 1/31 deadline?

Edward Antrobus on Late tax documents, any recourse?

Tue, 12 Feb 2013 22:05:33 +0000

For the past week, I have been waiting on a single tax form to be able to file. The worse part is that the 1099-SA from my wife's HSA won't even affect our taxes. Since we didn't take any non-qualified distributions, the entire second part of form 8889 is just a formality.

Now since tax documents are supposed to be received by Jan 30, do I have any recourse for their being late? This place has NEVER sent out the 1099-SA on time.