Katy Posted February 2, 2018 Share Posted February 2, 2018 Our HSA account just mailed us a notice that our needed tax form won't be issued until APRIL. We can get the information from other places, but how is that even legal? It's not like they need new information, they just need to tell their software to print the forms. I don't get it. Quote Link to comment Share on other sites More sharing options...
SparklyUnicorn Posted February 2, 2018 Author Share Posted February 2, 2018 Our HSA account just mailed us a notice that our needed tax form won't be issued until APRIL. We can get the information from other places, but how is that even legal? It's not like they need new information, they just need to tell their software to print the forms. I don't get it. WHUT?! That's bull. Quote Link to comment Share on other sites More sharing options...
Jerico Posted February 2, 2018 Share Posted February 2, 2018 1. Don't have everything I need 2. Due to the complexity and newness of our situation, I have to pay someone to do ours this year. 3. Self employed and while I've been paying quarterly, I'm sure I'll have to pay more. So not in a hurry. 4. Just realized I haven't paid or saved specifically for, state taxes since may so I'm definitely scared. I'll be in my room pouting if anyone needs me. *Ugly cry* Quote Link to comment Share on other sites More sharing options...
Angie in VA Posted February 2, 2018 Share Posted February 2, 2018 Cuz you know how much you hate it when you do. So don't. I finished mine today. Yeeee... I kinda dread it so I do it ASAP! Waiting for one more W2! I was told I'd get it by the end of February. What the what?! :huh: I hope that is a mistake. Quote Link to comment Share on other sites More sharing options...
mommyoffive Posted February 2, 2018 Share Posted February 2, 2018 Our HSA account just mailed us a notice that our needed tax form won't be issued until APRIL. We can get the information from other places, but how is that even legal? It's not like they need new information, they just need to tell their software to print the forms. I don't get it. What form do you need for HSA? I have to look into that. Quote Link to comment Share on other sites More sharing options...
Arcadia Posted February 2, 2018 Share Posted February 2, 2018 What form do you need for HSA? I have to look into that. Form 8889 https://www.irs.gov/forms-pubs/about-form-8889 Quote Link to comment Share on other sites More sharing options...
mommyoffive Posted February 2, 2018 Share Posted February 2, 2018 Form 8889 https://www.irs.gov/forms-pubs/about-form-8889 Is that only if you have made contributions during the year? We don't currently have one, but have one from years ago. Quote Link to comment Share on other sites More sharing options...
Ann.without.an.e Posted February 2, 2018 Share Posted February 2, 2018 I just really don't want to do them. I HAVE been procrastinating. Oh the guilt of it all. Quote Link to comment Share on other sites More sharing options...
Sdel Posted February 2, 2018 Share Posted February 2, 2018 We always do it last minute. We have to wait for the accountant to do the taxes from some inheritance entities and my aunt always stalls on those because she doesn’t want to give us the annual distribution. Stefanie Quote Link to comment Share on other sites More sharing options...
LucyStoner Posted February 2, 2018 Share Posted February 2, 2018 Waiting for one more W2! I was told I'd get it by the end of February. What the what?! :huh: I hope that is a mistake. If you don’t have the W2, you can use the year end information on your paystub. Employers and those hiring contract workers are required to send out their W2 and 1099 forms by 1/31 this year. I would remind them of that fact. 1 Quote Link to comment Share on other sites More sharing options...
Jean in Newcastle Posted February 2, 2018 Share Posted February 2, 2018 Waiting for one more W2! I was told I'd get it by the end of February. What the what?! :huh: I hope that is a mistake. I never get everything I need until the end of February. I always figured that the people who could do them in January must have less complicated taxes even if that simply means that they don’t have as many sources of paperwork. 1 Quote Link to comment Share on other sites More sharing options...
SparklyUnicorn Posted February 2, 2018 Author Share Posted February 2, 2018 I never get everything I need until the end of February. I always figured that the people who could do them in January must have less complicated taxes even if that simply means that they don’t have as many sources of paperwork. On the contrary. Some years I have not gotten stuff that early. It's all complicated enough though. I thought they were generally supposed to get stuff to use by the end of January. Quote Link to comment Share on other sites More sharing options...
Arcadia Posted February 2, 2018 Share Posted February 2, 2018 Rats of unusual size? :lol: DH and I are rats by the lunar calendar zodiac (https://www.timeanddate.com/calendar/chinese-zodiac-signs.html) so there are already two rats in the house (and a monkey and a rooster). I get annoyed at tax time because of all the cost basis calculations even though we upload the data direct to TurboTax but I still double check. The RSUs are sufficient to pay for state universities for both kids if the stock market doesn’t crash in 4 years time so I shouldn’t complain. Is that only if you have made contributions during the year? We don't currently have one, but have one from years ago. What I understand is that it affects you only if there were contributions and/or withdrawals in the year. So you won’t need that form. My husband’s employer contribute yearly because that was the employee health plan we picked. Quote Link to comment Share on other sites More sharing options...
Jean in Newcastle Posted February 2, 2018 Share Posted February 2, 2018 On the contrary. Some years I have not gotten stuff that early. It's all complicated enough though. I thought they were generally supposed to get stuff to use by the end of January. I thought that too but these are big banks etc who aren’t. I suppose I could complain to someone but who? Quote Link to comment Share on other sites More sharing options...
SparklyUnicorn Posted February 2, 2018 Author Share Posted February 2, 2018 I thought that too but these are big banks etc who aren’t. I suppose I could complain to someone but who? Yeah I've wondered that myself when it has happened. By the time you get anywhere with complaining, probably you'll get the damn thing. Quote Link to comment Share on other sites More sharing options...
cjzimmer1 Posted February 2, 2018 Share Posted February 2, 2018 On the contrary. Some years I have not gotten stuff that early. It's all complicated enough though. I thought they were generally supposed to get stuff to use by the end of January. I always thought that too but than somewhere I read that they have to have it MAILED by January 31. But now I even question that because I've had things show up the end of February and there is no way it took a month to transverse the mail system. I'm starting to think companies just do whatever they want and we are just stuck waiting for them to get their act together. 1 Quote Link to comment Share on other sites More sharing options...
SparklyUnicorn Posted February 2, 2018 Author Share Posted February 2, 2018 I always thought that too but than somewhere I read that they have to have it MAILED by January 31. But now I even question that because I've had things show up the end of February and there is no way it took a month to transverse the mail system. I'm starting to think companies just do whatever they want and we are just stuck waiting for them to get their act together. Yes mailed. I do recall reading that somewhere. But then that means you should not be getting stuff in March or April! Quote Link to comment Share on other sites More sharing options...
Angie in VA Posted February 2, 2018 Share Posted February 2, 2018 If you don’t have the W2, you can use the year end information on your paystub. Employers and those hiring contract workers are required to send out their W2 and 1099 forms by 1/31 this year. I would remind them of that fact. I never get everything I need until the end of February. I always figured that the people who could do them in January must have less complicated taxes even if that simply means that they don’t have as many sources of paperwork. Thanks, ladies. I received my missing W2 today! Whew. I'll be doing taxes tonight. Do I know how to party or what?! 1 Quote Link to comment Share on other sites More sharing options...
LucyStoner Posted February 2, 2018 Share Posted February 2, 2018 I’m blaming my error in doing my taxes on my phone. The error actually lowered our refund so we will get a second refund later on. Still annoyed with myself for messing up my own taxes. Quote Link to comment Share on other sites More sharing options...
LucyStoner Posted February 2, 2018 Share Posted February 2, 2018 Fun fact: there is no penalty for filing late if you are due a refund. There’s a penalty for filing late and paying late if you owe self employment taxes or have a balance due. 1 Quote Link to comment Share on other sites More sharing options...
vonfirmath Posted February 2, 2018 Share Posted February 2, 2018 I always thought that too but than somewhere I read that they have to have it MAILED by January 31. But now I even question that because I've had things show up the end of February and there is no way it took a month to transverse the mail system. I'm starting to think companies just do whatever they want and we are just stuck waiting for them to get their act together. Employers have to have W-2s mailed by Jan 31. I'm pretty sure that does not apply to ALL tax forms. Quote Link to comment Share on other sites More sharing options...
Alice Posted February 2, 2018 Share Posted February 2, 2018 Well yeah, future me might hate present me, but present me doesn't care much about future me sometimes ;) This is the best quote ever. I just did ours. Waiting to file while dh checks one thing with his employer. We’re getting a very nice fat refund so I wanted to do it early. I was waiting for two forms and just got them today so was able to finish it all up. Quote Link to comment Share on other sites More sharing options...
Rachel Posted February 5, 2018 Share Posted February 5, 2018 Agggh! My husband got three W2s from the company where he works. Why? Not sure because he held exactly one job in 2017. But, it doesn’t matter because he got an email from payroll today saying they were all wrong. Quote Link to comment Share on other sites More sharing options...
Mama Geek Posted February 6, 2018 Share Posted February 6, 2018 Dh is currently reviewing federal taxes that I just finished this morning. I have state taxes yet to do. Quote Link to comment Share on other sites More sharing options...
rebbyribs Posted February 6, 2018 Share Posted February 6, 2018 It's sunny with highs in the low 70s here. Taxes can wait until we are back to our typical 50s and rainy. You can call it procrastinating on my taxes, I will call it working in the garden. Sent from my Pixel using Tapatalk 1 Quote Link to comment Share on other sites More sharing options...
MissShellyA Posted February 6, 2018 Share Posted February 6, 2018 I'm going to get mine done on Friday! Quote Link to comment Share on other sites More sharing options...
MaeFlowers Posted February 6, 2018 Share Posted February 6, 2018 I tried to do ours. TurboTax says forms from the IRS are being updated. So, I'm just waiting on someone else to get their butt in gear. Quote Link to comment Share on other sites More sharing options...
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