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2020 Taxes, put your questions/resources here

ceresceres When the last moon is cast over the last star of morningAnd the future has past without even a last desperate warningRegistered User, Moderator mod
No one else has made one and I have a 2020 tax question, so there's a thread now.

My husband's employer folded last year and we haven't received a W2. Is it worthwhile to call ADP and spend God knows how long on hold only to to be told I called the wrong department eight times, or do I absolutely need to use the IRS website and hyperventilate my way through some forms and then wait 10 days?

And it seems like all is dying, and would leave the world to mourn

Posts

  • MichaelLCMichaelLC In what furnace was thy brain? ChicagoRegistered User regular
    edited March 18
    Assuming you haven't yet, try ADP's site or app.

    If he's working at another place, they may have his tax forms from the last place when he signs in. Not sure if your can log in with SSN or anything.

    You can also try the IRS transcripts. https://www.irs.gov/individuals/get-transcript

    If he has a CC and a mobile phone, you can get the forms electronicaly.

    Both worth giving a try if it means avoiding phone hell. Or try while you're on the phone.

    MichaelLC on
    Jokerman wrote: »
    If sigs were still a thing this would be mine.
    ceres
  • localh77localh77 Registered User regular
    I don't know how ADP works for bigger companies, maybe you can call directly. But I would assume they'd tell you to talk to your company, since they wouldn't be authorized to give anything directly to your husband anyway, it would have to go through the employer.

    Although if the company actually closed (sounds like it), and assuming you guys haven't moved or something and might have missed the W-2 in the mail, it seems likely that the company didn't even bother creating the W-2s. Does he know anyone else who worked there who could confirm?

    I personally wouldn't want to spend too long trying to figure it out. It might make a difference how much we're talking about. If he worked there for a short time and just made a couple thousand dollars, that's different than if it was his main job and he made $50k. But either way, the IRS has a form that you can attach to your return in place of the W-2, I think it's Form 4852. It's just a question of how much time you want to spend filling it out. If he happens to have one of his later paystubs from the company, it would actually be really easy. Whereas if not, you basically just have to estimate.

    And here's what it actually says at the top of that form:

    If you don’t receive the missing or corrected form from your employer or payer by the end of February, you may call the IRS at
    800-829-1040 for assistance. You must provide your name, address (including ZIP code), phone number, social security number, and dates of
    employment. You must also provide your employer’s or payer’s name, address (including ZIP code), and phone number. The IRS will contact
    your employer or payer and request the missing form. The IRS will also send you a Form 4852. If you don’t receive the missing form in
    sufficient time to file your income tax return timely, you may use the Form 4852 that the IRS sent you to file with your return.

    If it were me, I'd probably try once, but I don't even know if you can get through to the IRS these days. Those instructions were obviously written before covid. If you can't get through, I'd just take a stab at the form, and attach it to your 1040, and call it a day.

    And I can't officially recommend this, but if it's a relatively small amount, you could probably just file your return without it. Presumably any withholding he had would have been a reasonable estimate of how much tax you would have owed on that income, anyway. Just a thought.

    ceres
  • ceresceres When the last moon is cast over the last star of morning And the future has past without even a last desperate warningRegistered User, Moderator mod
    There was enough income that there's no way we don't need to file. He has three different incomes to report, and obnoxiously, none of them sent W2s or anything to let us know they were available. I ended up making him ask one of his friends if he'd gotten anything because they both had income from the same three places last year, and turns out that guy already filed and had done most of the work of chasing down the people who knew where the sites were.

    Two W2s and a 1099-G later it's pretty apparent that the two companies had no interest in sending anything. He had to go to non-public sites and do weird stuff to get one of them, and the 1099-G I think he just had to log in for, which is nice but we didn't know. We got all kinds of crazy paperwork from the state and a bunch of healthcare forms we didn't end up needing anyway, just none of it was a 1099-G.

    I was under the impression that companies had to get this shit mailed out to you by January 31 by law, and it's nice to be able to log into some of these places and not worry they were lost in the mail like our stuff usually is, but one made no effort to let us know where they were and the other was practically hidden. This year's taxes are crazy enough without this crap. Thank God for his friend being on top of it.

    And it seems like all is dying, and would leave the world to mourn
    MichaelLC
  • SkeithSkeith Registered User regular
    An accountant friend of mine has been shouting from the rooftops about the rise in fraud this year, and is suggesting that people get an identity protection PIN if they haven't already done so. It used to be that these were only for victims of identity theft, but as of this year you can opt in whether you've had that happen or not. Something to consider.

    mts wrote: »
    heres how i see it being a total win situation for you
    1. stay with your wife while she dog sits. this wins husband points since she knows its out of your comfort zone
    2. have sex all over her friends house so that the next time you see her friend look at you condescendingly, you can wink back knowing you did the freaky deaky where she eats her cheerios.
  • zepherinzepherin Registered User regular
    Skeith wrote: »
    An accountant friend of mine has been shouting from the rooftops about the rise in fraud this year, and is suggesting that people get an identity protection PIN if they haven't already done so. It used to be that these were only for victims of identity theft, but as of this year you can opt in whether you've had that happen or not. Something to consider.

    But in the highly likely event I forget about it, how do I reset my pin?

    ceres
  • HappylilElfHappylilElf Registered User regular
    Oh, hey, super helpful tread I wish I knew about earlier!

    I sold stock last year in a non-insignificant amount (12k-ish) but haven't received a tax document about it.

    I assume I'm supposed to get something that I need to plug into whatever tax service I use but don't have anything yet.

    Should I file for an extension or just file my payroll taxes and then file for the stock sell once I'm able to?

    I have more than enough of the sale stuck in a savings account so what I have to pay in isn't a concern but I really don't want to have to pay penalties.

  • zepherinzepherin Registered User regular
    Oh, hey, super helpful tread I wish I knew about earlier!

    I sold stock last year in a non-insignificant amount (12k-ish) but haven't received a tax document about it.

    I assume I'm supposed to get something that I need to plug into whatever tax service I use but don't have anything yet.

    Should I file for an extension or just file my payroll taxes and then file for the stock sell once I'm able to?

    I have more than enough of the sale stuck in a savings account so what I have to pay in isn't a concern but I really don't want to have to pay penalties.
    1099-B if you used on online brokerage they usually have those somewhere on their site.

    Cauld
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