| User | Post |
|
10:05 pm
February 12, 2013
|
Edward Antrobus
| | Fort Collins, CO | |
| Member
| posts 1008 | 
|
|
|
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.
|
I'm looking for editors, beta-readers, and some demographic research for my upcoming novel, Once Upon a Saturn Moon. If you like reading soft sci-fi thrillers, maybe with a touch of romance thrown in, you can find more information at http://seampublishing.com/once…..aturn-moon
If You Can Read, You Can Cook – http://www.ifyoucanread.com | Think you can't cook? If you can read this sentence, then you can.
SEAM Publishing – http://www.seampublishing.com | eBook formatting and publishing service
|
|
|
4:41 am
February 13, 2013
|
MoneyBeagle
| | |
| Member
| posts 1466 |
|
|
|
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?
|
|
|
|
|
5:11 am
February 13, 2013
|
Jackie
| | |
| Member | posts 664 |
|
|
|
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.
|
|
|
|
|
6:59 am
February 13, 2013
|
This That And The MBA
| | |
| Member | posts 240 |
|
|
|
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
|
|
|
|
|
7:46 am
February 13, 2013
|
PK @ DQYDJ
| | The Intersection of Politics, Economics and Personal Finance. | |
| Moderator
| posts 361 |
|
|
|
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.
|
|
|
|
|
7:49 am
February 13, 2013
|
Edward Antrobus
| | Fort Collins, CO | |
| Member
| posts 1008 |
|
|
|
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!
|
I'm looking for editors, beta-readers, and some demographic research for my upcoming novel, Once Upon a Saturn Moon. If you like reading soft sci-fi thrillers, maybe with a touch of romance thrown in, you can find more information at http://seampublishing.com/once…..aturn-moon
If You Can Read, You Can Cook – http://www.ifyoucanread.com | Think you can't cook? If you can read this sentence, then you can.
SEAM Publishing – http://www.seampublishing.com | eBook formatting and publishing service
|
|
|
6:18 am
February 14, 2013
|
Jackie
| | |
| Member | posts 664 |
|
|
|
Jackie, is it a K-1? Those can be the worst, depending on whom sends them.
Yup, that's exactly what it is.
|
|
|
|
Login
Search 
Home
Print this Topic 
Topic RSS 
